Associate Vice President | Financial Advisor@ Morgan Stanley
San Francisco Bay Area
Jyoti Sharma
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Delhi University
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FlashIntel GPTJyoti Sharma is a highly experienced professional with 19.8 years of work experience. She possesses a diverse skill set including business development, market research, leadership, retirement planning, and investments. Based in San Francisco, California, Jyoti has worked at Morgan Stanley in various roles, including Associate Vice President and Financial Advisor. She also has experience as an Assistant Vice President-investments, Financial Advisor at Wells Fargo Advisors and Senior Registered Client Associate at Wells Fargo. Jyoti's expertise and dedication make her a valuable asset in the financial services industry.
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...See MoreWork Experience
Associate Vice President Financial Advisor | Senior Portfolio Manager
Associate Vice President/Financial Advisor/Sr Portfolio Manager
Associate Vice President | Financial Advisor
Financial Services
Jyoti Sharma's Professional Milestones
- Associate Vice President | Financial Advisor (2019-07-01~): Provided expert financial guidance, optimizing client's wealth and achieving sustainable financial growth.
- Assistant Vice President-investments, Financial Advisor (2014-04-01~): Developed strategic financial plans to optimize profitability and enhance client satisfaction across multiple agencies.
Education
Bachelors
Skill
Business Development
Market Research
Leadership
Retirement Planning
Investments
Finance
Financial Analysis
Financial Services
Project Management
Insurance
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
William Cheng
product manager at morgan stanley|product management|product owner
Anuka Moon
Analyst
Poonam Dighe
Account Client Product System Product Owner, working with Pride Technologies as Consultant and deputed at Morgan Stanley
Bonface Ouma
Owner
Other Named Jyoti Sharma
Frequently asked questions
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Jyoti Sharma's social media include: Linkedin,
Jyoti Sharma works for Morgan Stanley
Jyoti Sharma's role in Morgan Stanley is Associate Vice President | Financial Advisor
Jyoti Sharma works in the industry of Financial Services
Jyoti Sharma's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,William Cheng,Anuka Moon
Jyoti Sharma's latest job experience is Associate Vice President | Financial Advisor at Morgan Stanley
Jyoti Sharma's latest education in Delhi University
