Brian Kauffman Email & Phone Number
Portfolio Associate @ Morgan Stanley
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Brian Kauffman Location
- Fairfield, CT, US
Brian Kauffman Work
- 2023 -now Portfolio Associate @
- 2017 -2019 Senior Account Manager - Business Development @
- 2016 -2017 Senior Sales Executive @
- 2011 -2016 Senior Sales Representative @
- 2007 -2011 Vice President- Sales Director @
- 1999 -2006 Investment Consultant @
Brian Kauffman Education
- Bucknell University
Bachelor's Degree (Business)
1995-1999 - Crestwood 1990-1995
Brian Kauffman Skills
- Equities
- Hedge Funds
- Series 7
- Fixed Income
- Alternative Investments
- Mutual Funds
- Bloomberg
- Investments
- Asset Management
- Series 63
- Portfolio Management
- Asset Allocation
- Asset Managment
- Bloomberg Terminal
- Financial Markets
- Options
- Securities
- Bonds
- Capital Markets
- Investment Strategies
- Wealth Management
- SQL
- Strategic Planning
- Financial Analysis
- Microsoft Excel
Brian Kauffman Summary
- Brian Kauffman, based in Fairfield, CT, US, is currently a Portfolio Associate at Morgan Stanley. Brian Kauffman brings experience from previous roles at Informa Financial Intelligence, Trendrating, Bloomberg and Morgan Stanley Investment Management. Brian Kauffman holds a 1995 - 1999 Bachelor's Degree in Business @ Bucknell University. With a robust skill set that includes Equities, Hedge Funds, Series 7, Fixed Income, Alternative Investments and more. Brian Kauffman has 5 emails and 3 mobile phone numbers on RocketReach.
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