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Rory Brown Location
Springfield, MA, US
Rory Brown Work
2021 -now Financial Advisor @
2019 -2021 Client Portfolio Analyst @
2013 -2019 Senior Product Analyst @
2011 -2013 Client Service Associate @
2010 -2011 Registered Client Service Associate @
2009 -2010 Operations Assistant @
2008 -2008 Associate Product Analyst @
2007 -2008 Central Marketing Associate @
2006 -2006 Intern @
2002 -2003 Intern @
Rory Brown Education
Hofstra University
BBA (Finance)
2003-2007
Rory Brown Skills
Mutual Funds
Investments
Series 7
Equities
Portfolio Management
Asset Allocation
Financial Analysis
Bloomberg
Barclays Point
Microsoft Excel
PowerPoint
Fixed Income
Securities
Asset Managment
Morningstar
Zephyr Style Advisor
Evestment Analytics
Financial Services
Wealth Management
Esg
Asset Management
Rory Brown Summary
Rory Brown, based in Springfield, MA, US, is currently a Financial Advisor at Morgan Stanley. Rory Brown brings experience from previous roles at Income Research + Management, Income Research & Management, John Hancock Investment Management Services, LLC and MassMutual Financial Group. Rory Brown holds a 2003 - 2007 BBA in Finance @ Hofstra University. With a robust skill set that includes Mutual Funds, Investments, Series 7, Equities, Portfolio Management and more. Rory Brown has 1 emails and 1 mobile phone numbers on RocketReach.
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