Michael Wein Email & Phone Number
Senior Vice President - Senior Portfolio Manager, Financial Advisor @ Morgan Stanley Wealth Management
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Michael Wein Location
- Connecticut, United States
Michael Wein Work
- Senior Vice President - Senior Portfolio Manager, Financial Advisor @ (February 2025 - Present)
- Senior Financial Advisor, Senior Vice President @ (May 2016 - February 2025)
- Financial Advisor, First Vice President @ Morgan Stanley Smith Barney (November 2006 - May 2016)
- Financial Advisor @ UBS Financial Services (January 2006 - November 2006)
- Financial Advisor Trainee @ (February 2005 - December 2005)
- Sales Associate @ (December 2003 - February 2005)
Michael Wein Education
- Hampshire College
Bachelor's Degree
1999-2003
Michael Wein Skills
- Customizable Investment Strategies
- Customized Wealth Planning
- Investment Consulting
- Investment Portfolio Management
- Retirement and Investing Planning
- College Education Planning
- Business Exit Strategies
- Small Business Retirement Plans
- Goals Based Weatlh Management
- Wealth Planning and Estate Planning Services
- Business Retirement Plans
- Customized Retirement Planning
- Wealth Management
- Finance
- Financial Analysis
- Microsoft Excel
- Project Management
- Customer Service
Michael Wein Summary
- Michael Wein, based in Connecticut, United States, is currently a Senior Vice President - Senior Portfolio Manager, Financial Advisor at Morgan Stanley Wealth Management. Michael Wein brings experience from previous roles at Merrill Lynch Wealth Management, Morgan Stanley Smith Barney, UBS Financial Services and Morgan Stanley. Michael Wein holds a 1999 - 2003 Bachelor's Degree @ Hampshire College. With a robust skill set that includes Customizable Investment Strategies, Customized Wealth Planning, Investment Consulting, Investment Portfolio Management, Retirement and Investing Planning and more. Michael Wein has 2 emails and 1 mobile phone numbers on RocketReach.
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