Kevin Nunez
global investment office@ Morgan Stanley
New York, New York, United States
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Kevin Nunez is an experienced professional with 7.9 years of work experience. He possesses a wide range of skills including sales management, motivational speaking, sales process, inventory management, and cold calling. Currently serving as the Assistant Vice President at Morgan Stanley's wealth management headquarters, Kevin focuses on corporate retirement plans in various transactions. He is known for his expertise in monitoring and reviewing global financial research to provide exceptional service to his clients. Kevin holds a bachelor's degree in Economics and is an active member of Fordham's alumni community. He is fluent in Spanish and conversational Portuguese.
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Emails and Phone Numbers

@morganstanley.com
@fordham.edu
+1 888454****
+1 302397****
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About

Kevin serves as a Assistant Vice President at Morgan Stanley's wealth management headquarters. He focuses on corporate retirement plans in a variety of transactions. Kevin addresses the various aspects of his clients’ needs by offering access to Morgan Stanley's intellectual capital. As markets and economies are in constant flux, he carefully monitors and reviews the latest global financial research to provide service that are in line with your goals. With 14 years of relationship management and business development experience, Kevin has a keen awareness of clients’ needs when it comes to retirement plans. He prides himself on delivering the highest level of service for all his clients. A graduate of Fordham University with a bachelor's degree in Economics. Kevin is an active member of Fordham’s alumni community. Kevin also holds FINRA Series 7, and 66 registrations, as well as his Life & Health Insurance license. He speaks fluent Spanish, as well as conversational Portuguese. Kevin resides in Westchester County, New York. Some of his personal interest includes sports (particularly basketball), music, and spending time with his family.

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Work Experience

1585 Broadway, New York, NY, 10036, US

Financial Services

88795
Phone
+1 8884543965
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Kevin Nunez's Professional Milestones

  • global investment office (2018-06-01~): Optimized investment strategies and achieved significant returns through strategic partnerships and risk management.
  • Investment Banking Analyst (2019-08-01~2019-12-01): Developed data-driven recommendations to streamline investment banking operations and maximize risk mitigation.

Education

Cornell University
Cornell University2021-2023
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