Anne Bensel's Location
New York, NY, US
Anne Bensel's Work
- Vice President - Wealth Management @ Morgan Stanley
- Vice President - Wealth Management @ Citi
- VP, Financial Advisor @ Davenport & Associates
- Financial Advisor @ Oldham Resource Group, Inc.
Anne Bensel's Education
- Lehigh University College of Business
B.S. (Economics)
1984 - 1988
Anne Bensel's Skills
- Series 7
- Wealth Management
- Series 63
- Mutual Funds
- Fixed Income
- Equities
- Investments
- Portfolio Management
- Asset Allocation
- Alternative Investments
Anne Bensel's Summary
Anne Bensel, based in New York, NY, US, is currently a Vice President - Wealth Management at Morgan Stanley, bringing experience from previous roles at Citi Personal Wealth Management, Davenport & Associates, Inc and Oldham Resource Group. Anne Bensel holds a 1984 - 1988 B.S. in Economics @ Lehigh University College of Business. With a robust skill set that includes Series 7, Wealth Management, Series 63, Mutual Funds, Fixed Income and more, Anne Bensel contributes valuable insights to the industry. Anne Bensel has 2 emails on RocketReach.
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