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Josh Lerner Location
New York, NY, US
Josh Lerner Work
Portfolio Associate @ (January 2026 - Present)
Senior Registered Associate @ (October 2020 - January 2026)
Wealth Strategy Associate @ (March 2018 - October 2020)
Registered Client Service Associate @ (December 2016 - March 2018)
Analyst @ (June 2015 - August 2015)
Product Development Intern @ Thrillist Media Group (June 2014 - August 2014)
Camp Counselor @ Trail's End Camp (June 2012 - August 2012)
Josh Lerner Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS) (Finance)
2012-2016
Florence University of the Arts 2015-2015
Edgemont Jr/Sr High School 2007-2012
Josh Lerner Skills
Leadership
PowerPoint
Social Media
Public Speaking
Accounting
Windows
Sales
Microsoft PowerPoint
Event Planning
Electronics
Investments
Communication
Bloomberg
Client Services
Finance
Facebook
Microsoft Office
Microsoft Word
Microsoft Excel
Social Networking
Marketing
Time Management
Customer Service
Financial Analysis
Teamwork
Management
Analytical Skills
Project Management
Research
Handy
Access
Josh Lerner Summary
Josh Lerner, based in New York, NY, US, is currently a Portfolio Associate at Morgan Stanley. Josh Lerner brings experience from previous roles at Morgan Stanley, UBS and LookingForSpace.com. Josh Lerner holds a 2012 - 2016 Bachelor of Science (BS) in Finance @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Leadership, PowerPoint, Social Media, Public Speaking, Accounting and more. Josh Lerner has 5 emails and 2 mobile phone numbers on RocketReach.
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