John Oakes Email & Phone Number
First Vice President, Financial Advisor - Wealth Management @ Morgan Stanley
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John Oakes Location
- Philadelphia, PA, US
John Oakes Work
- First Vice President, Financial Advisor - Wealth Management @ (July 2009 - Present)
- Senior Vice President, Financial Advisor - Wealth Management @ (July 2009 - Present)
- Lead Financial Analyst @ (June 2008 - July 2009)
- Trade Floor Analyst - Power Trading @ (May 2007 - June 2008)
- Portfolio Analyst @ (January 2006 - May 2007)
John Oakes Education
- Penn State University
BA (Economics)
2001-2005
John Oakes Skills
- Portfolio Management
- Management
- Project Management
- Strategic Financial
- Finance
- Engineering
- Financial Analysis
- Project Planning
- Handling Money
- Writing
- Cash Flow Analysis
- Responsibility
- PowerPoint
- Banking
- Nuclear
- Market
- Public Speaking
- Accounting
- Commodities
- Commodity Markets
- Economics
- Gas
- Pennsylvania
- Execution
- Persuasiveness
- Obtain
- OTC
- Coal
- Executive Management
- Windows
- Valuation
- Portfolio
- Philadelphia
- Loan Origination
- Net
- Start Ups
- Cost
- Construct
- Financial Modeling
- Floors
- Spreadsheets
- Large Groups
- Telecommunications
- Timing
- Bloomberg
- Real Time
- Healthcare
- Schedules
- Investments
- Advertising
- Exit Strategies
- P&L Analysis
- Operations
- Macro
- Dec Alpha
- Strategies
- Business Planning
- Microsoft Word
- Petroleum
- Volatility
- Microsoft Excel
- Marketing
- Independent Contributor
- Vice Presidents
- Research Information
- Leisure
- Municipalities
- Financial Transactions
- Financial Statements
- Investment Banking
- Research
- Due Diligence
- Foundations
- Government Entities
- IPO
- International Economics
- Venture Capital
- Capital
- Trading
- Possibilities
- Conceptual Modeling
- Credit Rating
- Analysis
- Series 7
- Computer Proficiency
- Country
- Chartered Financial Analyst
- Databases
- .NET
John Oakes Summary
- John Oakes, based in Philadelphia, PA, US, is currently a First Vice President, Financial Advisor - Wealth Management at Morgan Stanley. John Oakes brings experience from previous roles at Morgan Stanley and Exelon. John Oakes holds a 2001 - 2005 BA in Economics @ Penn State University. With a robust skill set that includes Portfolio Management, Management, Project Management, Strategic Financial, Finance and more. John Oakes has 2 emails and 1 mobile phone numbers on RocketReach.
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