Lee Bertram Email & Phone Number
Vice President @ Morgan Stanley
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Lee Bertram Location
- Boston, MA, US
Lee Bertram Work
- 2022 - now Vice President @
- 2019 - 2022 Senior Portfolio Management Associate @
- 2017 - 2019 Portfolio Management Associate @
- 2014 - 2017 Senior Investment Operations Specialist @
- 2012 - 2014 Account Administrator @
- 2011 - 2012 Portfolio Accountant @
Lee Bertram Education
- Suffolk University - Sawyer Business School
Master’s Degree (Finance, General)
2013 - 2016 - SUNY New Paltz
Bachelors of Science (Finance)
2006 - 2010
Lee Bertram Skills
- Financial Services
- Securities
- Investments
- Equities
- Bloomberg
- Fixed Income
- Bloomberg Terminal
- Portfolio Management
- Corporate Actions
- Trading
- Fund Of Funds
- Bonds
- Securities Lending
- Financial Markets
- Account Reconciliation
- Cash Receipts
- Swaps
- FX Options
- Foreign Exchange
- Back Office
- FX trading
- Middle Office
- Charles River IMS
- Omgeo Oasys
- Sell Side
- Operations
- See 7+See Less
Lee Bertram Summary
- Lee Bertram, based in Boston, MA, US, is currently a Vice President at Morgan Stanley. Lee Bertram brings experience from previous roles at Eaton Vance and BNY Mellon. Lee Bertram holds a 2013 - 2016 Master’s Degree in Finance, General @ Suffolk University - Sawyer Business School. With a robust skill set that includes Financial Services, Securities, Investments, Equities, Bloomberg and more. Lee Bertram has 2 emails and 1 mobile phone numbers on RocketReach.
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