Joel Urena Email & Phone Number
Vice President Regional Client Engagement Associate @ Morgan Stanley
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Joel Urena Location
- New York, NY, US
Joel Urena Work
- 2025 -now Vice President Regional Client Engagement Associate @
- 2025 -2025 Banker @
- 2023 -2025 Associate Banker @
- 2021 -2023 Assistant Vice President Private Banking @
- 2019 -2020 Assistant Vice President @
- 2019 -2019 Finance Manager - Wealth Managment at Morgan Stanley @
- 2017 -2019 Finance Associate - Wealth Management at Morgan Stanley @
- 2015 -2017 Commercial Loan Specialist @
- 2015 -2015 Financial Analyst @
- 2014 -2014 Intern @
Joel Urena Education
- Iona College
Master of Business Administration (M.B.A.) (Financial Management)
2015-2016 - Iona College
Bachelor of Business Administration (B.B.A.) (Finance)
2011-2015
Joel Urena Summary
- Joel Urena, based in New York, NY, US, is currently a Vice President Regional Client Engagement Associate at Morgan Stanley. Joel Urena brings experience from previous roles at J.P. Morgan Private Bank and Morgan Stanley. Joel Urena holds a 2015 - 2016 Master of Business Administration (M.B.A.) in Financial Management @ Iona College. Joel Urena has 1 emails and 2 mobile phone numbers on RocketReach.
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