Jarvis Ware - Premium Relationship Manager at E*TRADE from Morgan Stanley

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Jarvis ware

Chicago, Illinois, United States

+91 xxxx xxxxx

[email protected]

738 followers

Timeline
Jun 2021 - Oct 2021
Enterprise Analyst
Innovation DuPage
Current Company
Feb 2022 - now
Premium Relationship Manager & Consultant
Morgan Stanley
Chicago, Illinois, United States
About me
Premium Relationship Manager at E*TRADE from Morgan Stanley
Education
- North central college
  2019 - 2021
  Bachelor of business administration - bba entrepreneurship/entrepreneurial studies
  Activities and Societies: Men’s Basketball 2019-2021 Coursework: Corporate Finance, Personal Finance, Management, Managerial Accounting, Financial Accounting, Business Strategy, Business Statistics & Economics, Entrepreneurship Experimentation
Experience
- Innovation dupage
  Jun 2021 - Oct 2021
  Enterprise analyst
  - Conducted market research on 500+ startup and mid-market firms in the Greater Chicago Area- Presented market research at weekly metrics meetings with Managing Director & Director of Operations- Secured partnership with Sikich LLP in support of local economic development- Leveraged public and private partners to support the business development of member organizations
- Morgan stanley
  Feb 2022 - now
  Delivering world-class wealth management support to E*TRADE from Morgan Stanley’s highest net worth clients. Cultivating ways to maximize client satisfaction, portfolio returns, retention, and firm bottom-line performance.
  - Premium Relationship Manager & Consultant
    May 2024 - now
  - Registered Stockbroker
    Feb 2022 - May 2024
Licenses & Certifications
- Bloomberg market concepts certification
  Bloomberg
- Series 7 - general securities representative
  Finra
- Series 63 - uniform securities state law
  Finra
- Securities industry essentials (sie)
  Finra

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