Wealth Management Intern
Morgan Stanley, The Legacy Group of Jericho
Jericho, NY
03.2024 - Current
- Utilized Microsoft Excel for report generation
- Provided support with administrative tasks such as filing documents, scheduling meetings.
- Expanded understanding of a diverse range of financial instruments such as stocks and alternative investments
- Attained expertise in Salesforce CRM and Morgan Stanley’s “3D” Software Platform
- Researched new products, services, regulations, and industry trends related to wealth management.