Stan Sklenar, CIMA®*

Stan Sklenar, CIMA®*

Financial Advisor

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  • Timeline

  • About me

    Senior Vice President - Wealth Advisor at Morgan Stanley

  • Education

    • The Wharton School

      1996 - 1997
      Certified Investment Management Analyst Investment Management
    • University of Nevada, Reno College of Business

      1980 - 1984
      B.S. in Business Administration Finance
  • Experience

    • Merrill Lynch

      Jan 1984 - Oct 1990
      Financial Advisor
    • Prudential Securities / Wachovia Securities

      Oct 1990 - Oct 2005
      Senior VP - Investments
    • Piper Jaffray

      Oct 2005 - Aug 2006
      Senior Vice President - Branch Manager
    • UBS

      Aug 2006 - Jun 2010
      Senior VP/ Wealth Advisor / Sales Manager
    • Morgan Stanley

      Jun 2010 - now
      Senior Vice President - Wealth Advisor

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  • Licenses & Certifications

    • Certified Investment Management Analyst® (CIMA®)

      Wharton School of the University of Pennsylvania, Aresty Institute of Executive Education
      Mar 1997