Thomas Cifelli

Thomas Cifelli

Assistant Controller

Followers of Thomas Cifelli594 followers
location of Thomas CifelliNew York City Metropolitan Area

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  • Timeline

  • About me

    First Vice President | Wealth Management | Financial Advisor at Morgan Stanley

  • Education

    • Seton Hall University

      -
      MBA Finance
    • Seton Hall University

      1974 - 1978
      Bachelor's of Science Accounting
  • Experience

    • Harmonia Savings Bank

      Jan 1979 - May 1980
      Assistant Controller
    • First Fidelity Bank

      May 1980 - Sept 1985
      EDP Auditor
    • Merril Lynch Inc

      Sept 1985 - Nov 2013
      Vice President
    • Morgan Stanley

      Nov 2013 - now
      First Vice President | Wealth Management | Financial Advisor

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  • Licenses & Certifications

    • Series 65

      Dec 2009
    • Life, Variable, Health, Long Term Care Insurance

      Sept 1986
    • Series 63

      FINRA
      Aug 1986
    • Series 7

      FINRA
      Jul 1986