Senior Vice President Financial Advisor@ Morgan Stanley
Orange County, California, United States
Michael Yen, CFP®
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FlashIntel GPTMichael Yen, CFP(r), is a highly experienced Wealth Management professional with 23.7 years of work experience. He has held various senior positions in renowned financial institutions such as Morgan Stanley, HSBC, Bank of America, and Citi. His expertise lies in portfolio management and advanced wealth transfer strategies for domestic and international clients. With a strong background in finance, Michael has successfully managed client relationships and provided comprehensive wealth management services. He is based in the United States and has a proven track record of delivering exceptional results in his field.
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About
See below... Areas of Focus: Wealth Management: Services including portfolio management and advanced wealth transfer strategies for domestic and international clients
Work Experience
Senior Vice President Financial Advisor
Financial Services
Michael Yen, CFP®'s Professional Milestones
- Vice President | Senior Financial Advisor (2006-08-01~2010-11-01): Expanding clients' portfolio by identifying and growing strategic financial solutions.
- Senior Vice President Financial Advisor (2010-11-01~): Providing strategic financial guidance and recommendations to drive the company's success in the real estate market.
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
Roystone Patrick Dias
AVP | Product Owner | Sub Fleet Lead | Principal Consultant
Poonam Dighe
Account Client Product System Product Owner, working with Pride Technologies as Consultant and deputed at Morgan Stanley
Polina Bublykova
vice president & product owner - credit risk at morgan stanley
Other Named Michael Yen, CFP®
Frequently asked questions
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Michael Yen, CFP®'s social media include: Linkedin,
Michael Yen, CFP® works for Morgan Stanley
Michael Yen, CFP®'s role in Morgan Stanley is Senior Vice President Financial Advisor
Michael Yen, CFP® works in the industry of Financial Services
Michael Yen, CFP®'s colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Joshua Rounds,Roystone Patrick Dias
Michael Yen, CFP®'s latest job experience is Senior Vice President Financial Advisor at Morgan Stanley
