Jeff Swartz Email & Phone Number
PWM Regional Manager, Boston Market Manager
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Jeff Swartz Location
- Boston, MA, US
Jeff Swartz Work
- 2006 -now PWM Regional Manager, Boston Market Manager @ Morgan Stanley
- 2001 -2006 Chief Operating Officer and National Sales @ Morgan Stanley Wealth Management
- 1996 -2001 Regional Manager Midwest Division @ Morgan Stanley/Chicago
- 1990 -1996 Financial Advisor @ Morgan Stanley
Jeff Swartz Education
- University of New Hampshire
B.S. (Business Administration)
1985-1989
Jeff Swartz Skills
- Wealth Management
Jeff Swartz Summary
- Jeff Swartz, based in Boston, MA, US, is currently a PWM Regional Manager, Boston Market Manager at Morgan Stanley. Jeff Swartz brings experience from previous roles at Morgan Stanley Wealth Management, Morgan Stanley/Chicago and Morgan Stanley. Jeff Swartz holds a 1985 - 1989 B.S. in Business Administration @ University of New Hampshire. With a robust skill set that includes Wealth Management and more. Jeff Swartz has 1 emails and 2 mobile phone numbers on RocketReach.
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