Senior Vice President Private Wealth Advisor@ The Wingfield Group - Morgan Stanley Private Wealth Management
San Francisco Bay Area
Katie Partridge
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UCLA Anderson School of Management
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Tell me more about Katie Partridge?
FlashIntel GPTKatie Partridge is an experienced professional with 16.2 years of work experience. She has held various positions at Morgan Stanley, including Executive Director, Private Wealth Advisor, Senior Vice President, and Vice President. She has also worked at The Wingfield Group - Morgan Stanley Private Wealth Management as a Senior Vice President and Associate. Katie has a strong background in finance and investment banking. She is based in the United States and has a proven track record in the financial services industry.
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Emails and Phone Numbers
Work Experience
Senior Vice President Private Wealth Advisor
Investment Banking
Katie Partridge's Professional Milestones
- Senior Vice President Private Wealth Advisor (2014-03-01~): Driving sustainable growth through strategic investment initiatives and facilitating key investment decisions.
- Vice President (2012-04-01~2014-02-01): Implementing strategic initiatives to drive brand recognition and increase market share.
Education
Finance,
General
2005-2007Certification
Colleagues
Eddie Horta, CFP®
Assistant Vice President | Portfolio Management Associate Director
Charles Boulware, CFA, CFP®
First Vice President | Senior Porftolio Manager | Financial Advisor
Jeremiah "Josh" S. Burns, Jr.
Senior Vice President | Private Wealth Advisor
Kyle F. Siebert
Senior Vice President | Financial Advisor
Other Named Katie Partridge
Frequently asked questions
We found 2 Katie Partridge's email addresses
We found 1 Katie Partridge's phone numbers
Katie Partridge's social media include: Linkedin,
Katie Partridge works for The Wingfield Group - Morgan Stanley Private Wealth Management
Katie Partridge's role in The Wingfield Group - Morgan Stanley Private Wealth Management is Senior Vice President Private Wealth Advisor
Katie Partridge works in the industry of Investment Banking
Katie Partridge's colleagues are Eddie Horta, CFP®,Charles Boulware, CFA, CFP®,Jeremiah "Josh" S. Burns, Jr.
Katie Partridge's latest job experience is Senior Vice President Private Wealth Advisor at The Wingfield Group - Morgan Stanley Private Wealth Management
Katie Partridge's latest education in UCLA Anderson School of Management
