Michael O Location
Indianapolis, IN, US
Michael O Work
- 2025 - now Director of Business Strategy @ Morgan Stanley Institutional Consulting Solutions
- 2023 - 2025 Analyst @ Morgan Stanley Institutional Consulting Solutions
- 2022 - 2023 Investment Analyst @ Valeo Financial Advisors LLC
- 2018 - 2020 Investment Analyst @ Castle Wealth Advisors, LLC
- 2017 - 2018 Portfolio Analyst @ Stifel Financial Corp.
- 2015 - 2017 Associate Financial Advisor @ Kovitz
- 2013 - 2015 Portfolio Management Intern @ Kovitz
- 2012 - 2013 Corporate Finance Intern (Treasury Department) @ Tribune Media
Michael O Education
- DePaul University
Bachelor of Science (BS) (Accountancy and Finance)
2011 - 2015
Michael O Summary
Michael O, based in Indianapolis, IN, US, is currently a Director of Business Strategy at Graystone Consulting from Morgan Stanley. Michael O brings experience from previous roles at Graystone Consulting from Morgan Stanley, Valeo Financial Advisors LLC, Castle Wealth Advisors, LLC and Stifel Financial Corp.. Michael O holds a 2011 - 2015 Bachelor of Science (BS) in Accountancy and Finance @ DePaul University.
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