James McPhee Email
Planning Associate @ Morgan Stanley
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James McPhee Location
- New York, NY, US
James McPhee Work
- Planning Associate @ (August 2025 - Present)
- Private Wealth Management Intern @ (June 2024 - August 2024)
- Finance Intern @ (May 2023 - August 2023)
- Credit Suisse Project @ (February 2023 - April 2023)
- Bank of Montreal Project @ (September 2022 - December 2022)
- Kaufman Hall Project @ (September 2022 - November 2022)
- Finance Intern @ (May 2022 - June 2022)
- M and T Trust Project @ (February 2022 - April 2022)
James McPhee Education
- University of Notre Dame 2021-2025
James McPhee Skills
- Corporate Finance
- Family Wealth Management
- Finance
- Financial Analysis
- Financial Modeling
- Financial Projects
- Investment Management
- Market Research
- Microsoft Excel
- Microsoft Office
- Private Wealth Management
- Wealth Management Services
James McPhee Summary
- James McPhee, based in New York, NY, US, is currently a Planning Associate at Morgan Stanley. James McPhee brings experience from previous roles at Rockefeller Capital Management, Pratt & Whitney and Student International Business Council (SIBC). James McPhee holds a 2021 - 2025 University of Notre Dame. With a robust skill set that includes Corporate Finance, Family Wealth Management, Finance, Financial Analysis, Financial Modeling and more. James McPhee has 1 emails on RocketReach.
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