Kevin Bolton Email & Phone Number
Vice President of Wealth Management Risk @ Morgan Stanley
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Kevin Bolton Location
- Salt Lake City, UT, US
Kevin Bolton Work
- 2022 - now Vice President of Wealth Management Risk @
- 2017 - 2022 Team Lead Investment Policy Oversight @
- 2016 - 2018 Registered Associate @
- 2012 - 2016 Global Stock Plans Associate @
- 2011 - 2012 Credit Analyst @
Kevin Bolton Education
- Weber State University
Master's Degree (Accounting-Emphasis on Taxation)
2008 - 2009 - Utah State University - Jon M. Huntsman School of Business
Bachelor's Degree (Economics)
2004 - 2008 - Utah State University
Bachelor's Degree (Accounting)
2004 - 2008
Kevin Bolton Skills
- Wealth Management
- Portfolio Management
- Financial Modeling
- Strategic Financial Planning
- Securities
- Strategic Financial
- Investments
- Asset Management
- Fixed Income
- Series 66
- Financial Analysis
- Series 7
- Equities
- Financial Planning
- Mutual Funds
Kevin Bolton Summary
- Kevin Bolton, based in Salt Lake City, UT, US, is currently a Vice President of Wealth Management Risk at Morgan Stanley. Kevin Bolton brings experience from previous roles at Morgan Stanley and Discover Financial Services. Kevin Bolton holds a 2008 - 2009 Master's Degree in Accounting-Emphasis on Taxation @ Weber State University. With a robust skill set that includes Wealth Management, Portfolio Management, Financial Modeling, Strategic Financial Planning, Securities and more. Kevin Bolton has 1 emails and 1 mobile phone numbers on RocketReach.
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