Manager of Business Development and Operations @ (January 2023 - September 2024)
Senior Client Services Manager @ (November 2021 - November 2022)
Client Services Manager @ (April 2021 - November 2021)
Client Services Associate @ (June 2020 - April 2021)
Intern @ (June 2019 - August 2019)
Private Wealth Management Intern @ (May 2018 - August 2018)
Lily Lerner Education
Zicklin School of Business
Bachelor of Business Administration - BBA (Finance, General)
2016-2020
The Hebrew University of Jerusalem 2015-2016
Lily Lerner Skills
Leadership
Microsoft Excel
Public Speaking
Research
Microsoft Office
Lily Lerner Summary
Lily Lerner, based in New York, NY, US, is currently a Wealth Management Associate at Morgan Stanley. Lily Lerner brings experience from previous roles at LS Associates and FirstThought. Lily Lerner holds a 2016 - 2020 Bachelor of Business Administration - BBA in Finance, General @ Zicklin School of Business. With a robust skill set that includes Leadership, Microsoft Excel, Public Speaking, Research, Microsoft Office and more. Lily Lerner has 2 emails and 1 mobile phone numbers on RocketReach.
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