Joseph Neri Email & Phone Number
Morgan Stanley Wealth Management and Registered Client Service Associate @ Morgan Stanley
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Joseph Neri Location
- Boston, MA, US
Joseph Neri Work
- 2024 -now Morgan Stanley Wealth Management and Registered Client Service Associate @
- 2019 -2023 UBS Wealth Management and Senior Registered Client Service Associate @
- 2017 -2019 UBS Wealth Management and Registered Client Service Associate @
- 2016 -2017 Fidelity Brokerage Services LLC and Financial Representative II @
- 2014 -2016 National Financial Services LLC and Control and Restricted Stock Services III @
- 2013 -2014 National Financial Services LLC and Control and Restricted Stock Services II @
- 2012 -2013 National Financial Services LLC and Control and Restricted Stock Services I @
- 2011 -2012 Sales And Marketing Specialist @ Canterbury
- 2010 -2011 Underwriting Account Manager @
- 2009 -2009 Student Investment Fund Manager @ Roger Williams University - Mario J. Gabelli School of Business
- 2009 -2009 Summer Intern @
Joseph Neri Education
- Merrimack College
Master of Science - MS (Finance)
2024-2028 - Roger Williams University
Bachelor of Science - BS (Finance)
2006-2010 - South Windsor High School
High School Diploma (High School)
2002-2006
Joseph Neri Skills
- Leadership
- Team Building
- PowerPoint
- Social Media
- Public Speaking
- Account Management
- Sales
- Forecasting
- Market Research
- Negotiation
- Team Leadership
- Advertising
- Microsoft Office
- Microsoft Word
- Marketing
- Microsoft Excel
- Training
- Time Management
- Customer Service
- Social Media Marketing
- Management
- Marketing Strategy
- Sales Presentations
- Recruiting
- Selling
Joseph Neri Summary
- Joseph Neri, based in Boston, MA, US, is currently a Morgan Stanley Wealth Management and Registered Client Service Associate at Morgan Stanley. Joseph Neri brings experience from previous roles at UBS and Fidelity Investments. Joseph Neri holds a 2024 - 2028 Master of Science - MS in Finance @ Merrimack College. With a robust skill set that includes Leadership, Team Building, PowerPoint, Social Media, Public Speaking and more. Joseph Neri has 1 emails and 2 mobile phone numbers on RocketReach.
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