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Evan Garbutt

Evan Garbutt

Wealth Management Intern

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  • Timeline

  • About me

    FINRA Licensing Program at Morgan Stanley

  • Education

    • Grand Canyon University

      -
      Bachelor of Science - BS Finance

      Activities and Societies: Finance and Economics Club

    • University of Colorado Boulder

      -
      Communication, General

      Activities and Societies: Sigma Pi Fraternity

  • Experience

    • WestPac Wealth Partners

      Jun 2023 - Jul 2023
      Wealth Management Intern

      • Attended weekly speakers and training sessions to learn about the essentials of finance• Reviewed the range of financial products the firm offers including equities, annuities, and insurance• Developed a marketing plan and delivered presentations on how to help attract prospective clients• Gained an understanding of client acquisition strategies and practices

    • JPMorganChase

      Aug 2023 - Sept 2023
      Sales and Trading Program

      • Analyzed current market environments to suggest and present attractive investment opportunities to clients • Pitched a bundled solution to a client looking to tender a new provider• Learned about trade execution and the post-trade cycle

    • Morgan Stanley

      Jan 2024 - Feb 2024
      FINRA Licensing Program

      • Selected for Morgan Stanley’s on-site Licensing program• Trained on wealth management topics and client conversations• Passed Securities Industry Essentials (SIE) exam

  • Licenses & Certifications