Resumes
Resumes
Senior Manager, High Net Worth And Private Client Group
View pageLocation:
Salt Lake City, UT
Industry:
Financial Services
Work:
Fidelity Investments
Senior Manager, High Net Worth and Private Client Group
Morgan Stanley 2005 - 2015
Vice President, Global Wealth Management
Morgan Stanley 2002 - 2005
Director
Morgan Stanley 2000 - 2002
Avp- Trading
Morgan Stanley 1999 - 2000
National Online and Ivr Trading Manager
Senior Manager, High Net Worth and Private Client Group
Morgan Stanley 2005 - 2015
Vice President, Global Wealth Management
Morgan Stanley 2002 - 2005
Director
Morgan Stanley 2000 - 2002
Avp- Trading
Morgan Stanley 1999 - 2000
National Online and Ivr Trading Manager
Education:
Phillips University 1989
Bachelors, Bachelor of Science, Statistics, Business
Bachelors, Bachelor of Science, Statistics, Business
Skills:
Series 63
Electronic Trading
Fixed Income
Bonds
Market Data
Series 53
Investments
Financial Services
Equities
Wealth Management
Mutual Funds
Finra
Risk Management
Series 24
Management
Trading
Options
Series 7
Financial Markets
Series 9
Electronic Trading
Fixed Income
Bonds
Market Data
Series 53
Investments
Financial Services
Equities
Wealth Management
Mutual Funds
Finra
Risk Management
Series 24
Management
Trading
Options
Series 7
Financial Markets
Series 9
Interests:
Politics
Children
Arts and Culture
Disaster and Humanitarian Relief
Children
Arts and Culture
Disaster and Humanitarian Relief
Certifications:
Gallup Strengths Coach
Gallup
Gallup