
Timeline
About me
Executive Director at Morgan Stanley
Education

Bridgewater state university
-Bachelor’s degree
Experience

Morgan stanley
Dec 2011 - nowExecutive Director, Head of Virtual Private Banking
Jan 2023 - nowVice President, Virtual Private Banking Team Manager
Dec 2019 - Jan 2023Vice President, Business Development Program Manager
Aug 2017 - Dec 2019Assistant Vice President, Associate Private Banker
Feb 2016 - Aug 2017Financial Planning Associate
Dec 2011 - Feb 2016
Licenses & Certifications

Series 7
Finra
Series 24
Finra
Series 66
Finra
Sie
Finra
Volunteer Experience
Advisor
Issued by American Corporate Partners (ACP) on Sept 2015
Associated with Alissa WhittemoreMentor
Issued by American Corporate Partners (ACP) on Dec 2020
Associated with Alissa Whittemore
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