Vilas Mhatre
Managing Director, Investment Products and Services at Morgan Stanley Wealth Management
- Role
- Managing Director, Investment Products and Services at Morgan Stanley
- Location
- Long Branch, NJ, US
- LinkedIn followers
- 500 followers
About Vilas Mhatre
Specialties: Advisory Wealth Management, including Separately Managed Accounts (SMA), UMA, and Financial Advisor as Portfolio Manager ProgramsPortfolio Management, Suitability, and SupervisionEquity, Options, Fixed Income, Mutual Funds, Alternative Investments, Annuities, Insurance PlatformsWealth ManagementManage large technology portfolio and global team of
Experience
Managing Director, Investment Products and Services
Feb 2014 — Present · New York, NY, US
Education
Indian Institute of Management Bangalore
MBA
Skills
- Equities
- Financial Advisory
- Vendor Management
- Fixed Income
- Series 7
- 401k
- Wealth Management
- Managed Accounts
- Hedge Funds
- Trading
- Mutual Funds
- Securities
- Investments
- Asset Management
- Alternative Investments
- Separately Managed Accounts
- Portfolio Management
- Sdlc
- Financial Services
- Managing Accounts
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