vice president | financial advisor with the werner group at morgan stanley wealth management
9 415+ 1st degree linkedin connections!@ Morgan Stanley
Pittsburgh, Pennsylvania, United States
Eric J. Werner
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Boston University School of Law
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FlashIntel GPTEric J. Werner is an experienced attorney with 35.7 years of work experience. He has expertise in series 7, series 63, series 66, fixed income, and wealth management. Based in Pittsburgh, Pennsylvania, Eric has represented entrepreneurs and early stage companies in capital formation transactions, including business plans, state blue sky, and federal securities. He has also worked at Morgan Stanley, UBS, J.P. Morgan, Schnader Harrison Segal & Lewis LLP, and Heafitz & Hopwood LLP. Eric's extensive background in the legal field makes him a valuable asset in the field.
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About
Add'l employment history: 1986-1988 O’Connor, Broude, Snyder & Aronson: Attorney - corporate, early stage, technology & emerging growth, contracts, small private & public financings (SEC & state blue sky), mergers & acquistions Represented entrepreneurs & early stage companies in capital formation transactions - Business Plans, State Blue Sky & Federal Securities, Employment Agreements, various other contracts, friends & family rounds of financings, small Venture Capital & other Institutional Financings; small IPOs and M&A transactions resulting in exits & liquidity for principals & early investors 1984-85 Heafitz & Hopwood - Construction Litigation
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vice president | financial advisor with the werner group at morgan stanley wealth management 9 415+ 1st degree linkedin connections!
Vice President | Financial Advisor
Financial Services
Eric J. Werner's Professional Milestones
- Partner (2009-01-01~2011-07-01): Creating strategic partnerships to maximize business opportunities and drive business growth.
- Executive Director (2011-08-01~2014-02-01): Expanding market reach and driving international partnerships to achieve revenue growth.
Education
Law
410227200-504921600Skill
Series 7
Series 63
Series 66
Fixed Income
Wealth Management
Equities
Investment Strategies
Securities
Financial Services
Asset Allocation And Account Management
Strategic Financial Planning
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 Eric J. Werner
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Eric J. Werner works for Morgan Stanley
Eric J. Werner's role in Morgan Stanley is vice president | financial advisor with the werner group at morgan stanley wealth management 9 415+ 1st degree linkedin connections!
Eric J. Werner works in the industry of Financial Services
Eric J. Werner's colleagues are Joshua Rounds,Roystone Patrick Dias,Anuka Moon
Eric J. Werner's latest job experience is vice president | financial advisor with the werner group at morgan stanley wealth management 9 415+ 1st degree linkedin connections! at Morgan Stanley
Eric J. Werner's latest education in Boston University School of Law
