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Jacob Cudney

Jacob Cudney

Risk Officer/Investment Policy Statement Specialist Team Lead - Morgan Stanley

Followers of Jacob Cudney126 followers
location of Jacob CudneySalt Lake City Metropolitan Area

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  • Timeline

  • About me

    AVP Risk Officer-Team Lead-Investment Policy Statement Specialist - Morgan Stanley

  • Education

    • Southern Utah University

      1992 - 1996
      Bachelor's degree Communication, General

  • Experience

    • Morgan Stanley

      Mar 2012 - now
      Risk Officer/Investment Policy Statement Specialist Team Lead - Morgan Stanley

  • Licenses & Certifications

    • Series 9 - General Securities Sales Supervisor Options Module Exam

      FINRA (Financial Industry Regulatory Authority)
      Nov 2018

    • Series 10-General Securities Sales Supervisor Module Exam

      FINRA (Financial Industry Regulatory Authority)
      Dec 2018

    • Series 7 General Securities Representative Exam

      FINRA (Financial Industry Regulatory Authority)
      Oct 2015

    • Series 66 Uniform Combined State Law Examination

      FINRA (Financial Industry Regulatory Authority)
      May 2016