
Timeline
About me
Executive Director - Morgan Stanley Family Office
Education

St. lawrence university
1996 - 2000Bachelor of science in economics, psychology
Fordham gabelli school of business
2007 - 2009Executive master of business administration in business management
Experience

J.p. morgan private bank
Jan 2003 - Aug 2008Jp morgan private bank
Wells fargo private bank
Aug 2008 - Apr 2014Wells fargo private bank
Morgan stanley
Apr 2014 - nowExecutive Director - Morgan Stanley Family Office
Feb 2023 - nowExecutive Director - Private Wealth Advisor
Mar 2019 - Feb 2023Executive Director - Morgan Stanley Private Bank
Apr 2014 - Mar 2019
Licenses & Certifications

Family wealth director
Morgan stanleyJan 2020
Series 7
FinraFeb 2001
Series 66
FinraFeb 2001
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