Lori Monaco Email & Phone Number
Senior Vice President, Financial Advisor @ Morgan Stanley
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Lori Monaco Location
- Florida, United States
Lori Monaco Work
- Senior Vice President, Financial Advisor @ (January 2015 - Present)
- Senior Vice President, Financial Advisor, CFA @ (October 2004 - January 2015)
- Branch Manager, SVP @ (October 2004 - October 2006)
- Senior Vice President, Head of Investments, Board Member @ Coutts USA International/Coutts Securities, Inc (January 2000 - January 2004)
- Senior Vice President, Head of Research, Partner @ Vestrust (January 1995 - November 2000)
- Investment Analyst @ Lynch & Mayer, Inc (January 1990 - January 1994)
- Marketing Assocate @ Marinvest (January 1987 - January 1989)
- Client Administrator @ (January 1984 - January 1987)
Lori Monaco Education
- Stony Brook University
BS (Economics)
Lori Monaco Skills
- Language Skills - Spanish, French, Portuguese
- Financial Analysis
- Fixed Income
- Portfolio Management
- French
- Wealth Management
- Spanish
- Investments
- Portuguese
- Language Development
- Capital Markets
- Equities
- Emerging Markets
- Finance
- Financial Advisory
- Financial Risk
- Financial Services
- High Net Worth Individuals
- Investment Advisory
- Investment Strategies
- Options
- Private Banking
- Structured Products
- Trading
- Banking
- Asset Management
- Bonds
- Asset Allocation
- High Net Worth
- PowerPoint
- Language Skills
- Strategy
- Microsoft Excel
Lori Monaco Summary
- Lori Monaco, based in Florida, United States, is currently a Senior Vice President, Financial Advisor at Morgan Stanley. Lori Monaco brings experience from previous roles at RBC Wealth Management, Coutts USA International/Coutts Securities, Inc and Vestrust. Lori Monaco holds a BS in Economics @ Stony Brook University. With a robust skill set that includes Language Skills - Spanish, French, Portuguese, Financial Analysis, Fixed Income, Portfolio Management, French and more. Lori Monaco has 2 emails and 2 mobile phone numbers on RocketReach.
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