Vice President Director Of Business Strategy@ Morgan Stanley
New York, New York, United States
Rishi M.
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Columbia University
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FlashIntel GPT
Tell me more about Rishi M.?
FlashIntel GPTRishi M. is a highly self-motivated and goal-oriented individual with 19.2 years of work experience. She specializes in alternative investments, wealth management, portfolio management, strategic financial planning, and series 63. Based in El Segundo, California, Rishi has a strong track record of demonstrating excellent interpersonal, analytical, and problem-solving skills. She has worked at Morgan Stanley as an Assistant Vice President and Advisor Strategy, as well as at Lehman Brothers as a Service Representative. Rishi also has experience as a Registered Client Service Associate and Registered Client Service Associate at Morgan Stanley.
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About
Highly self-motivated and goal oriented individual. Offers 15+ year professional track record demonstrating strong interpersonal, analytical, product management and problem solving skills and the ability to follow through with projects from inception to completion. Specialties: Certified Portfolio Manager Designation; FINRA Series 7, 66 (combined 63 & 65) & 3 License; Financial Planning Specialist (FPS) Designation; Bloomberg Equities & Fixed Income Certified; NY Life, Health & Accident Insurance Licensed
...See MoreWork Experience
Vice President Director Of Business Strategy
Assistant Vice President
Assistant Vice President - Advisor Strategy
Financial Services
Rishi M.'s Professional Milestones
- Vice President Director Of Business Strategy (2005-08-01~2011-04-01): Provided strategic financial planning solutions to clients, resulting in increased profitability and success.
- Mail Clerk (2004-08-01~2006-02-01): Efficiently organized mail, ensuring seamless communication across multiple departments.
Education
Certified Portfolio Manager Certification
Skill
Alternative Investments
Wealth Management
Portfolio Management
Strategic Financial Planning
Series 63
Derivatives
Bloomberg Terminal
Securities
Investments
Bloomberg
Banking
Hedge Funds
Fixed Income
Options
Series 7
Equities
Financial Planning
Mutual Funds
Certification
Colleagues
Carleen Mulholland
Assistant Vice President - Business Service Officer
Patrick Harty
IT Vice President Execution Manager | IT System Owner | Business Analysis | Project Management | Service Interface Design | Database Design | Compliance
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
Thomas Tran
Product Owner
Roystone Patrick Dias
AVP | Product Owner | Sub Fleet Lead | Principal Consultant
Other Named Rishi M.
Frequently asked questions
We found 3 Rishi M.'s email addresses
We found 1 Rishi M.'s phone numbers
Rishi M. works for Morgan Stanley
Rishi M.'s role in Morgan Stanley is Vice President Director Of Business Strategy
Rishi M. works in the industry of Financial Services
Rishi M.'s colleagues are Carleen Mulholland,Patrick Harty,Joshua Rounds
Rishi M.'s latest job experience is Vice President Director Of Business Strategy at Morgan Stanley
Rishi M.'s latest education in Columbia University
