Senior Vice President - Financial Advisor@ Morgan Stanley
Washington DC-Baltimore Area
Philip Lee
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Towson University
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FlashIntel GPTPhilip Lee is a Vice President-Investment Financial Advisor at Morgan Stanley with 22.6 years of experience. He has worked at Morgan Stanley in the United States as a Vice President-Investment Advisor in the General Management and Finance departments. Prior to that, he held the position of Vice President-Investment Advisor at UBS in Switzerland. Philip has a strong background in financial services and has worked with a wide range of clients, including individuals, small businesses, and large corporations.
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About
Vice President- Investments Financial Advisor at Morgan Stanley
Work Experience
Senior Vice President - Financial Advisor
Vice President | Investments Financial Advisor
Financial Services
Philip Lee's Professional Milestones
- Vice President Investments (2001-04-01~2010-06-01): Increasing the company's investment portfolio through strategic investments and financial planning.
- Vice President | Investments Financial Advisor (2010-06-01~): Advised on investments, driving profitability and leveraging cutting-edge strategies to maximize returns.
Education
Finance,
Bachelors,
Bachelor Of Arts
1992-01-01-1997-01-01Certification
Colleagues
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
Roystone Patrick Dias
AVP | Product Owner | Sub Fleet Lead | Principal Consultant
Anuka Moon
Analyst
Bonface Ouma
Owner
Deena Schrier
Scrum Master Product Owner
Other Named Philip Lee
Frequently asked questions
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Philip Lee's social media include: Linkedin,
Philip Lee works for Morgan Stanley
Philip Lee's role in Morgan Stanley is Senior Vice President - Financial Advisor
Philip Lee works in the industry of Financial Services
Philip Lee's colleagues are Joshua Rounds,Roystone Patrick Dias,Anuka Moon
Philip Lee's latest job experience is Senior Vice President - Financial Advisor at Morgan Stanley
Philip Lee's latest education in Towson University
