Al Friedman Email & Phone Number

Chief Financial Officer @ Morgan Stanley

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Al Friedman Location

Port St. Lucie, FL, US

Al Friedman Work

Chief Financial Officer @ (January 2014 - Present)
CFO Wealth Management Field @ (May 2019 - August 2025)
Chief Financial Officer @ (January 2019 - January 2021)
CFO Wealth Management Consulting Group @ (January 2014 - May 2019)
Chief Financial Officer @ (January 2014 - January 2019)
Controller Capital Markets @ (January 2011 - January 2013)
Consultant @ (January 2009 - January 2010)
Merrill Lynch - CFO Investment Banking Division, CFO and COO Global Equity Capital Markets @ (June 1991 - June 2009)
Director of Strategic Planning @ (January 2008 - January 2009)
Division Chief Financial Officer @ (January 2006 - January 2008)
Senior Business Manager @ (January 2004 - January 2006)
Chief Financial Officer @ (January 2001 - January 2004)
Senior Accountant @ RH Macy’s (January 1989 - January 1991)

Al Friedman Education

State University of New York at Buffalo
Bachelor of Science (BS) (Finance)
Clarkson University
MBA (Finance)
Clarkson University
Master of Business Administration
University at Buffalo
Bachelor of Science (Finance, General)

Al Friedman Skills

Capital Markets
Investment Banking
Financial Modeling
Financial Analysis
Equities
Credit
Equity Capital Markets
Corporate Finance
Finance
Financial Services
Project Management
Business Development
Microsoft Excel
Marketing
Writing
Consulting
Financial Performance
Market
Waterfall
Credit Cards
Infrastructure
Expenses
CDS
Net
Accruals
Derivatives
Aol
Money Market
Business Administration
Savings
Admin
Temporary Placement
Leveling
Legal
Segmentation
Subscription
Merrill Lynch
Global Investment
Management
Revenue
Impairment
Financial Statements
Simulations
General Ledger
Performance Analysis
Short
Funding
Accommodation
Long Range
Monitoring Progress
Integration
Metrics
Allocations
Monitors
Cash Management
Capital Calls
Accounting
Financial Forecasting
Distribution Strategies
Profit
Reconcile
Consumer
System
Offering
Asset Allocation
Reports
Strategy
Supervision
Account Reconciliation
Inventory
Balance Sheet
Financial Goals
Monthly Close
Calculations
Private Equity
Ml
Reporting
Third Party Applications
Capital
Loans
Controller
Analysis
Cost Reduction
Redemption
P&l
Add Ons
Letters
Calling
Reserves
Cash Flow
Capital Allocation
C
Aaa
Instrumental
Debt
Middle Market
Operating Budgets
Licensing
Operations
Queries
Cdx
Revenue Recognition
Pipelines
Project
Governance
Flows
Golang
Cost Control
Engagement
Market Share
Dashboard
IPO
Re Engineering
Compensation
Legal Reporting
Short Term
Accounts Receivable
Presentations
Suitability
Responsibility
Internal Audit
Targeted Advertising
Regulations
Distribution
Banking
Efficiencies
Executive Management
Portals
Model Development
Portfolio
LBO
Tax
Microsoft Exchange
New York
Selections
Investments
Performance Reviews
Margin Improvement
Compliance
Business Planning
FX Options
Cash
Asset
Collateral
Stability
Treasury
Acquisition Integration
Budgets
Business Strategy
Financial Reporting
Due Diligence
Risk
Trading
Meetings
Syndicate
Expense Management
Mergers and Acquisitions
Marks
Recruiting
Securities

Al Friedman Summary

Al Friedman, based in Port St. Lucie, FL, US, is currently a Chief Financial Officer at Morgan Stanley. Al Friedman brings experience from previous roles at Morgan Stanley. Al Friedman holds a Bachelor of Science (BS) in Finance @ State University of New York at Buffalo. With a robust skill set that includes Capital Markets, Investment Banking, Financial Modeling, Financial Analysis, Equities and more. Al Friedman has 1 emails and 4 mobile phone numbers on RocketReach.