Morgan Stanley PWM

Description

Address: 1585 Broadway, 21st Fl, New York, NY 10036 Hours: Open 24 hours MondayOpen 24 hoursTuesdayOpen 24 hoursWednesdayOpen 24 hoursThursdayOpen 24 hoursFridayOpen 24 hoursSaturdayOpen 24 hoursSundayOpen 24 hoursSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 761-0700Category: : : : : : Place name: : Website: Website: http://www.morganstanley.com/wealth/default.html?CID=localsearch_813_dirgmb_website Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 5 AM: 6a9a12p3p6p9p12a3a12a3a6a9a12p3p6p9p12a3a6aPlan your visitNot enough data yet for SundaysNot enough data yet for SaturdaysHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 15-45 min here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Morgan Stanley - Private Wealth Management Posting publicly on the Web Write a review Reviews 2 Google reviews

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Morgan Stanley PWM Employees

Employee
Years
Job
Industry
Connor Kasser Connor Kasser San Francisco, California Details
Connor Kasser's Morgan Stanley PWM Experience March 2012 - March 2014
Job Sr. Customer Success Manager at App Annie
Industry Internet
Experience
App Annie  March 2015 - Present
Banter.cc   December 2013 - March 2015
Morgan Stanley PWM   March 2012 - March 2014
Bloomberg  July 2010 - March 2012
Las Vegas Sands Corp. Marina Bay Sands   June 2009 - August 2009
F&B Financial Group   June 2008 - August 2008

Skills
Social Media, Finance, Equities, Sales, Management, Investments, Financial Modeling, Leadership, Analysis, Securities, Structured Products, Trading

Education
University of Missouri-Columbia   2006 — 2010
B.S., Business Economics and Finance & Banking

Shameem Ahamed Shameem Ahamed Greater New York City Area Details
Shameem Ahamed's Morgan Stanley PWM Experience March 2007 - September 2009
Job VP at BNY Mellon, Global Collateral Services
Industry Investment Banking
Experience
BNY Mellon  June 2014 - Present
Bank of America  September 2009 - May 2014
Morgan Stanley, PWM  March 2007 - September 2009
Marsh  March 2004 - April 2007
Interface Global Corp.   December 2001 - March 2004
Interworld Corp.  July 1998 - December 2001

Skills
SDLC, SOA, Software Development, Spring, Java, Agile Methodologies, SQL, Enterprise Architecture, Software Project..., Databases, Oracle

Education
City University of New York City College   2006 — 2008
M. Sc., Computer Science

City University of New York City College   1995 — 1998
B. Sc., Computer Science

Lee Nesser Lee Nesser Greater New York City Area Details
Lee Nesser's Morgan Stanley PWM Experience September 2008 - Present
Job Vice President Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley PWM   September 2008 - Present
Lehman Brothers  July 2001 - September 2008

Education
University of Colorado Boulder   1995 — 1997
MBA

Binghamton University - School of Management   1988 — 1992
BS, Business Administration

Daniel Thomason Daniel Thomason Greater Los Angeles Area Details
Daniel Thomason's Morgan Stanley PWM Experience September 2014 - Present
Job Vice President at Morgan Stanley PWM
Industry Financial Services
Experience
Morgan Stanley PWM   September 2014 - Present
Morgan Stanley PWM   February 2012 - Present
Morgan Stanley PWM   May 2008 - February 2012
Merrill Lynch PBIG   November 2005 - May 2008
Dimensional Fund Advisors  July 2000 - November 2005
Dimensional   2000 - 2005

Education
Boston College   1996 — 2000
BA, Finance

Loyola High School

Debbie Vaughan Debbie Vaughan Greater Chicago Area Details
Debbie Vaughan's Morgan Stanley PWM Experience August 2008 - Present
Job Executive Director at Morgan Stanley PWM
Industry Financial Services
Experience
Morgan Stanley PWM   August 2008 - Present
Lehman Brothers  1999 - 2008

Skills
Series 7,3, 66, 9/10

Education
Roosevelt University
BA, Education

Nick Reiland Nick Reiland Houston, Texas Area Details
Nick Reiland's Morgan Stanley PWM Experience May 2007 - August 2007
Job Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  February 2010 - Present
Constellation Energy  May 2008 - August 2008
Morgan Stanley PWM   May 2007 - August 2007

Education
Duke University   2005 — 2009
B.S., Economics

Matthew Sonder, CFA Matthew Sonder, CFA Phoenix, Arizona Area Details
Matthew Sonder, CFA's Morgan Stanley PWM Experience June 2015 - Present
Job Senior Vice President, Private Wealth Advisor, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley PWM   June 2015 - Present
Robert W. Baird  September 2008 - June 2015
Merrill Lynch  May 2000 - September 2008
Bethlehem Steel Pension Trust   January 1998 - May 2000
Merrill Lynch  June 1992 - January 1998

Skills
Wealth Management, Series 7, Investments, Series 63, Portfolio Management, Retirement Planning, Mutual Funds, Equities, Alternative Investments, Financial Modeling, Capital Markets

Education
NYU Stern School of Business   1996 — 1998
Master of Business Administration (M.B.A.), Finance, General

McGill University   1988 — 1992
Bachelor of Commerce (B.Com.), Management Information Systems, General

University of Tulsa   1998 — 1998
Certificate, Petroleum Geology

Harriton High School

Jed Dennard, CFA Jed Dennard, CFA Greater Atlanta Area Details
Jed Dennard, CFA's Morgan Stanley PWM Experience 2006 - Present
Job Private Wealth Advisor at Morgan Stanley PWM
Industry Financial Services
Experience
Morgan Stanley PWM   2006 - Present
Bessemer Trust  2004 - 2006
Corporate Executive Board  2003 - 2004
Commerzbank AG  1998 - 2000

Skills
Equities, Wealth Management, Investments, Alternative Investments, Investment Advisory, Asset Managment, Hedge Funds, Asset Allocation, Private Equity, Fixed Income, Portfolio Management, Asset Management, Investment Strategies, Securities, Series 63, Financial Analysis, Investment Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2000 — 2002
Master of Business Administration (MBA), Investment Management

University of Georgia - Terry College of Business   1991 — 1995
BBA, Business