- Morgan Stanley (Purchase, NY)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Wealth Management , Concentrated Equity Director, Executive ... Serve as a subject matter expert on Morgan Stanley's Concentrated Equity Solutions, including*Advisory (*Direct Indexing, UMA Tax Management , Equity… more
- JPMorgan Chase (Dallas, TX)
- …+ Completion of formal credit training program + Demonstrated understanding of wealth management including, but not limited to: investment management ... concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance… more