John Troisi Email & Phone Number
Financial Advisor | Portfolio Management Director | Financial Planning Specialist
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John Troisi Location
- New York, NY, US
John Troisi Work
- 1998 -now Financial Advisor | Portfolio Management Director | Financial Planning Specialist @ Morgan Stanley
- 1996 -1998 Credit Analyst @ PaineWebber
- 1993 -1996 Municipal Bond Portfolio Specialist @ PaineWebber
John Troisi Education
- New York University
BA (Economics & English)
1989-1993
John Troisi Skills
- Banking
- Business Analysis
- Microsoft Excel
- Finance
- Analysis
- Project Planning
- Retirement Planning
- Wealth Management
- Credit Risk
- Investments
- Credit
- Investment Strategies
- Portfolio Management
- Financial Advisory
- Estate Planning
- Financial Services
- Financial Risk
- Loans
John Troisi Summary
- John Troisi, based in New York, NY, US, is currently a Financial Advisor | Portfolio Management Director | Financial Planning Specialist at Morgan Stanley. John Troisi brings experience from previous roles at PaineWebber. John Troisi holds a 1989 - 1993 BA in Economics & English @ New York University. With a robust skill set that includes Banking, Business Analysis, Microsoft Excel, Finance, Analysis and more.
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