Nancy Stokes Email & Phone Number
Financial Advisor, Senior Vice President
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Nancy Stokes Location
- New York, NY, US
Nancy Stokes Work
- Financial Advisor, Senior Vice President @ Morgan Stanley (February 2014 - Present)
- First Vice President- Investment Officer @ Wells Fargo Advisors, LLC (July 2005 - February 2014)
- Vice President @ Morgan Stanley (June 1998 - July 2005)
Nancy Stokes Education
- Bentley University
Bachelor of Science (B.S.) (Concentration Accounting)
1974-1978
Nancy Stokes Skills
- Alternative Investments
- Equities
- Portfolio Management
- Financial Modeling
- Series 63
- Securities
- Microsoft Office
- Investments
- Bloomberg
- Business Development
- Training
- Fixed Income
- Financial Analysis
- Insurance
- Wealth Management
- Sales
Nancy Stokes Summary
- Nancy Stokes, based in New York, NY, US, is currently a Financial Advisor, Senior Vice President at Morgan Stanley. Nancy Stokes brings experience from previous roles at Wells Fargo Advisors, LLC and Morgan Stanley. Nancy Stokes holds a 1974 - 1978 Bachelor of Science (B.S.) in Concentration Accounting @ Bentley University. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, Financial Modeling, Series 63 and more.
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