Financial Advisor@ Morgan Stanley
Minneapolis, Minnesota, United States
James Stephenson
GET FULL PROFILE 
Real-Time AI Research
FlashIntel GPT
Tell me more about James Stephenson?
FlashIntel GPTJames Stephenson is a highly experienced financial services professional with 17.6 years of work experience. He is based in the United States and has worked at Morgan Stanley as a Financial Advisor and Private Client Specialist. At Morgan Stanley, he specializes in financial services and has been with the company since 2006. James has a strong background in the finance industry and is skilled in providing financial advice and support to institutional investors, corporations, and government entities.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
... at Morgan Stanley. Location: Greater Minneapolis-St. Paul Area; Industry: Financial Services ... Private Client Specialist at Fidelity Investments. Connections.
Work Experience
Financial Advisor
Financial Services
James Stephenson's Professional Milestones
- Financial Advisor (2013-08-01~): Building and maintaining comprehensive financial strategies that drive client financial growth and maximize returns.
- Private Client Specialist (2006-02-01~2013-05-01): Deliverd exceptional client service, exceeding expectations and building strong relationships with clients.
Skill
Financial Services
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Carleen Mulholland
Assistant Vice President - Business Service Officer
Patrick Harty
IT Vice President Execution Manager | IT System Owner | Business Analysis | Project Management | Service Interface Design | Database Design | Compliance
William Cheng
product manager at morgan stanley|product management|product owner
Thomas Tran
Product Owner
Other Named James Stephenson
Frequently asked questions
We found 1 James Stephenson's email addresses
We found 2 James Stephenson's phone numbers
James Stephenson's social media include: Linkedin,
James Stephenson works for Morgan Stanley
James Stephenson's role in Morgan Stanley is Financial Advisor
James Stephenson works in the industry of Financial Services
James Stephenson's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Carleen Mulholland,Patrick Harty
James Stephenson's latest job experience is Financial Advisor at Morgan Stanley
