Michael Leopold Email & Phone Number
SVP , CFP® - Wealth Management, Investment Management Consultant, Financial Advisor
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Michael Leopold Location
- New York, NY, US
Michael Leopold Work
- 1985 - now SVP , CFP® - Wealth Management, Investment Management Consultant, Financial Advisor @ Morgan Stanley
- 1980 - 1985 Commodity Trader @ Goldman Sachs
Michael Leopold Education
- Boston University
BS/BA (Marketing Finance)
1977 - 1980
Michael Leopold Skills
- Private Banking
- Strategic Financial Planning
- Separately Managed Accounts
- Risk Management
Michael Leopold Summary
- Michael Leopold, based in New York, NY, US, is currently a SVP , CFP® - Wealth Management, Investment Management Consultant, Financial Advisor at Morgan Stanley. Michael Leopold brings experience from previous roles at Goldman Sachs. Michael Leopold holds a 1977 - 1980 BS/BA in Marketing Finance @ Boston University. With a robust skill set that includes Private Banking, Strategic Financial Planning, Separately Managed Accounts, Risk Management and more. Michael Leopold has 1 emails on RocketReach.
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