Michael Hollen Email & Phone Number
Business Development Associate @ Morgan Stanley
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Michael Hollen Location
- Salt Lake City, UT, US
Michael Hollen Work
- Business Development Associate @ (August 2024 - Present)
- Vice President - Senior Relationship Manager @ (February 2020 - December 2023)
- Executive Private Client - Relationship Manager @ (July 2017 - February 2020)
- Senior Financial Services Representative - Stock Equity Compensation Plans @ (May 2014 - July 2017)
- Regional Consultant - Health Care Ambassador @ Green Cross Insurance (January 2012 - May 2014)
- Senior Account Executive @ (March 2008 - May 2012)
- Client Service Specialist - Private Client Group @ (April 2004 - February 2008)
Michael Hollen Education
- Santa Clara University Leavey School of Business
Certified Equity Professional
2018-2019 - University of Utah
Bachelor of Science (B.S.) (Political Science)
1998-2005
Michael Hollen Skills
- Asset Allocation
- Competitive Analysis
- Customer Relations
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Employee Stock Ownership Plan (ESOP)
- Equities
- Finance
- Financial Analysis
- Financial Markets
- Financial Risk
- Finra
- High-Level Relationship Management
- Investments
- Portfolio Management
- PowerPoint
- Private Wealth Management
- Qualified Retirement Plans
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Stock Management
- Strategic Financial Planning
- Strategic Planning
- Wealth Management Services
Michael Hollen Summary
- Michael Hollen, based in Salt Lake City, UT, US, is currently a Business Development Associate at Morgan Stanley. Michael Hollen brings experience from previous roles at Morgan Stanley, E*TRADE from Morgan Stanley and Green Cross Insurance. Michael Hollen holds a 2018 - 2019 Certified Equity Professional @ Santa Clara University Leavey School of Business. With a robust skill set that includes Asset Allocation, Competitive Analysis, Customer Relations, Customer Relationship Management (CRM), Customer Satisfaction and more. Michael Hollen has 2 emails and 2 mobile phone numbers on RocketReach.
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