Jonathan Carrera Email & Phone Number
Vice President of Financial Planning Analysis @ Morgan Stanley
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Jonathan Carrera Location
- New York, NY, US
Jonathan Carrera Work
- Vice President of Financial Planning Analysis @ (January 2026 - Present)
- Director, Financial Control Group - Equity Team @ (October 2018 - January 2026)
- Compensation and Reporting Manager @ (June 2017 - October 2018)
- Financial Control Manager @ (January 2014 - May 2017)
- Financial Control Associate @ (June 2011 - December 2013)
- Subject Matter Expert @ (January 2007 - May 2010)
Jonathan Carrera Education
- Baruch College
Bachelor of Business Administration (B.B.A.) (Finance, General)
Jonathan Carrera Skills
- Alternative Investments
- Alteryx
- Asset Management
- Budgeting
- Customer Service
- Data Analysis
- Equities
- Essbase
- Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Fixed Income
- Forecasting
- Investments
- Microsoft Office
- Mutual Funds
- Portfolio Management
- PowerPoint
- QlikView Development
- Risk Management
- Scrum
- Smartview
- Strategic Planning
- Tableau
- Access
- Sales
- Marketing
- Microsoft Word
- Financial Reporting
- Leadership
- Accounting
Jonathan Carrera Summary
- Jonathan Carrera, based in New York, NY, US, is currently a Vice President of Financial Planning Analysis at Morgan Stanley. Jonathan Carrera brings experience from previous roles at Morgan Stanley. Jonathan Carrera holds a Bachelor of Business Administration (B.B.A.) in Finance, General @ Baruch College. With a robust skill set that includes Alternative Investments, Alteryx, Asset Management, Budgeting, Customer Service and more. Jonathan Carrera has 2 emails and 2 mobile phone numbers on RocketReach.
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