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Robert Granite Location
New York, NY, US
Robert Granite Work
First Vice President, CFP® @ Morgan Stanley (April 2017 - Present)
First Vice President, Senior Private Banker @ Morgan Stanley (February 2011 - April 2017)
Vice President @ Merrill Lynch (March 2010 - February 2011)
Assistant Vice President @ Morgan Stanley (October 2007 - March 2010)
Relationship Specialist @ Wells Fargo Bank (May 2006 - October 2007)
Corporate Trust Associate @ The Bank of New York (January 2005 - May 2006)
Robert Granite Education
Manhattan College
Bachelors (Finance)
2004
Robert Granite Skills
Banking
Credit
Series 7
Wealth Management
Securities
Private Banking
Credit Analysis
Derivatives
Equities
Financial Services
Hedge Funds
Investment Advisory
Investment Banking
Loans
Mortgage Lending
Retirement Planning
Business Development
Strategy
Microsoft Excel
Management
Research
Trading
Robert Granite Summary
Robert Granite, based in New York, NY, US, is currently a First Vice President, CFP® at Morgan Stanley. Robert Granite brings experience from previous roles at Morgan Stanley, Merrill Lynch and Wells Fargo Bank. Robert Granite holds a Bachelors in Finance @ Manhattan College. With a robust skill set that includes Banking, Credit, Series 7, Wealth Management, Securities and more. Robert Granite has 1 emails and 1 mobile phone numbers on RocketReach.
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