Role and Company
SR. VP, MORGAN STANLEY
Expertise
33 years experience in financial services
Location
New York , NY
About DAVID
As a Financial Advisor and Portfolio Management Director, I have had the privilege to provide portfolio management and advisory services to a wonderful group of individuals for over 20 years.
Though I never served in the military, after 33 years in financial services and 10 years as a volunteer EMT, I have a wealth of knowledge and experience to offer a veteran acclimating to civilian life and the business world.
BS Accounting, The Ohio State University, Columbus OH
MBA, Pace University, New York, NY