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J. Stack Location
Philadelphia, PA, US
J. Stack Work
Financial Advisor, First Vice President @ Morgan Stanley (July 2002 - Present)
First Vice President Wealth Advisor @ Merrill Lynch (March 1989 - July 2002)
National Manager @ Sears Roebuck and Co. (October 1971 - May 1988)
J. Stack Education
University of Wyoming
Batchelor of Science (Economics)
1967-1971
J. Stack Skills
Microsoft Excel
Strategic Planning
Management
Wealth Management
Financial Planning
Financial Reporting
Marketing
Financial Services
Business Development
Leadership
J. Stack Summary
J. Stack, based in Philadelphia, PA, US, is currently a Financial Advisor, First Vice President at Morgan Stanley. J. Stack brings experience from previous roles at Merrill Lynch and Sears Roebuck and Co.. J. Stack holds a 1967 - 1971 Batchelor of Science in Economics @ University of Wyoming. With a robust skill set that includes Microsoft Excel, Strategic Planning, Management, Wealth Management, Financial Planning and more. J. Stack has 2 mobile phone numbers on RocketReach.
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