Edward Kassab
Temple University
Tell me more about Edward Kassab?
Edward Kassab is a Financial Advisor at Merrill Lynch Wealth Management with 6.6 years of experience. He specializes in estate planning, portfolio management, financial advisory, investments, asset allocation, retirement planning, and wealth management. Based in Mount Joy, Pennsylvania, Edward has previously worked at Morgan Stanley as a Financial Advisor in the Finance department. Morgan Stanley is a well-established financial services company with a wide range of products and a large customer base.
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About
Financial Advisor at Merrill Lynch Wealth Management
Work Experience
Financial Advisor
Financial Services
Edward Kassab's Professional Milestones
- Financial Advisor (2017-03-01~): Building a robust financial portfolio through strategic planning and risk assessment.
Education
Financial Management,
Finance,
Bachelors
2007-2012Skill
Estate Planning
Portfolio Management
Financial Advisory
Investments
Asset Allocation
Retirement Planning
Wealth Management
Certification
Colleagues
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
Roystone Patrick Dias
AVP | Product Owner | Sub Fleet Lead | Principal Consultant
Anuka Moon
Analyst
Bonface Ouma
Owner
Polina Bublykova
vice president & product owner - credit risk at morgan stanley
Other Named Edward Kassab
Frequently asked questions
We found 1 Edward Kassab's email addresses
We found 2 Edward Kassab's phone numbers
Edward Kassab's social media include: Linkedin,
Edward Kassab works for Morgan Stanley
Edward Kassab's role in Morgan Stanley is Financial Advisor
Edward Kassab works in the industry of Financial Services
Edward Kassab's colleagues are Joshua Rounds,Roystone Patrick Dias,Anuka Moon
Edward Kassab's latest job experience is Financial Advisor at Morgan Stanley
Edward Kassab's latest education in Temple University