Registered Client Service Associate | International Bestselling Author@ Morgan Stanley
Victoria Lowell, CDFA® ,CCFC®
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Florida International University
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FlashIntel GPTVictoria Lowell, CDFA(r), CCFC(r) is an experienced Client Service Associate with 6.1 years of work experience in the financial services industry. She is skilled in Entrepreneurship, Financial Planning, Retirement Planning, Asset Allocation, and Wealth Management. Victoria holds a Bachelor of Business Administration degree in Human Resources Management/Personnel Administration. She has worked at FEMCITY(r) as a Femcity Collective Leader and at EMPOWERED WORTH as a Founder & President. She also has experience as a Financial Advisor at UBS and as a Registered Client Service Associate at Morgan Stanley.
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About
Experienced Client Service Associate with a demonstrated history of working in the financial services industry. Skilled in Entrepreneurship, Financial Planning, Retirement Planning, Asset Allocation, and Wealth Management. Strong support professional with a Bachelor of Business Administration (B.B.A.) focused in Human Resources Management/Personnel Administration, General from Florida International University.
Work Experience
Registered Client Service Associate | International Bestselling Author
Financial Services
Victoria Lowell, CDFA® ,CCFC®'s Professional Milestones
- Founder | President (2019-01-01~): Achieved consistent revenue growth by successfully building and growing the company's business presence in the market.
- Femcity Collective Leader (2021-09-01~): Contributed to creative and impactful projects, contributing to the development of a diverse and diverse community.
Education
Human Resources Management/personnel Administration,
General
1992-1997Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
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
William Cheng
product manager at morgan stanley|product management|product owner
Thomas Tran
Product Owner
Other Named Victoria Lowell, CDFA® ,CCFC®
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Victoria Lowell, CDFA® ,CCFC®'s social media include: Linkedin,
Victoria Lowell, CDFA® ,CCFC® works for Morgan Stanley
Victoria Lowell, CDFA® ,CCFC®'s role in Morgan Stanley is Registered Client Service Associate | International Bestselling Author
Victoria Lowell, CDFA® ,CCFC® works in the industry of Financial Services
Victoria Lowell, CDFA® ,CCFC®'s colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Carleen Mulholland,Patrick Harty
Victoria Lowell, CDFA® ,CCFC®'s latest job experience is Registered Client Service Associate | International Bestselling Author at Morgan Stanley
Victoria Lowell, CDFA® ,CCFC®'s latest education in Florida International University
