Kevin Nee Email & Phone Number
Managing Director, Private Wealth Advisor @ Morgan Stanley
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Kevin Nee Location
- Washington, DC, US
Kevin Nee Work
- 2006 -now Managing Director, Private Wealth Advisor @
Kevin Nee Education
- Cornell University
B.S. (Applied Economics & Management)
2001-2005 - The Taft School
- University of Maryland - Robert H. Smith School of Business
MBA (Finance)
Kevin Nee Skills
- Analysis
- Client Services
- Work Ethic
- Market
- Responsibility
- Asset Allocation
- Deloitte
- Securities Regulation
- Regulations
- Combination
- Communication
- Reports
- Not for Profit
- Hearing
- Threat
- Guidelines
- Investment Portfolio
- Surveillance
- Banking
- Indices
- Oversight
- Academic Achievement
- Marketing
- Passions
- Prospects
- Apache Ivy
- Operational Planning
- Financial Services
- Human Resources
- Uniform Combined State Law
- Operational Functions
- Business Administration
- Protecting
- Policy
- System Monitoring
- Producing
- Staff Development
- Operations
- Insurance Planning
- Accounting
- Nonprofits
- General Securities Sales Supervisor
- Compliance
- Managerial Finance
- Wealth Management
- Lacrosse
- Securities
- Investment Performance
- Portfolio Management
- Applied Economics
- Monitors
- Part Time
- Microsoft Word
- Computing
- Finance
- Opportunistic
- Credibility
- OFAC
- Developmental
- England
- Reviews
- Presentations
- Risk
- Microsoft Excel
- FINRA
- Coordinated
- Series 7
- External Clients
- Science
- Liability
- Operational Support
- Citigroup
- Performance Management
- Render
- American
- Strategic Planning
- Business Management
- Market Research
- Performance Measurement
- Sales
- High Net Worth Individuals
- Resume
- Branch Banking
- Proposal Writing
- Revenue
- Investments
- Client Facing
- Strategy
- Client Contact
- Anti Money Laundering
- Rules
- Expedited
- Internal Audit
- New York
- Management
- Financial Regulation
- Designations
- Market Information
- Business Services
- Comparison
- Private Industry
- Methodology
- Procedural
- Nyse
- Stock Exchange
- Banking Law
- Compliance Oversight
- Academic
- Overseeing
- Valuation
- Education
- C++
- Legal
Kevin Nee Summary
- Kevin Nee, based in Washington, DC, US, is currently a Managing Director, Private Wealth Advisor at Morgan Stanley. Kevin Nee holds a 2001 - 2005 B.S. in Applied Economics & Management @ Cornell University. With a robust skill set that includes Analysis, Client Services, Work Ethic, Market, Responsibility and more. Kevin Nee has 4 emails and 2 mobile phone numbers on RocketReach.
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