Zoe Stathes
Wealth Management Analyst | The Beyer Stein Group
- Role
- Wealth Management Analyst at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Zoe Stathes
Working with Financial Advisors to streamline their financial planning penetration by leveraging Morgan Stanley\'s Modern Wealth Management tools, ultimately enhancing their practice as well as their client\'s overall experience
Experience
Wealth Management Analyst
Jan 2025 — Present · New York, NY, US
Education
Penn State University
Smeal College of Business
2018 — 2022
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