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Rory Brown Location
Springfield, MA, US
Rory Brown Work
Financial Advisor @ (October 2021 - Present)
Client Portfolio Analyst @ (August 2019 - July 2021)
Senior Product Analyst @ (June 2013 - August 2019)
Client Service Associate @ (October 2011 - May 2013)
Registered Client Service Associate @ (May 2010 - September 2011)
Operations Assistant @ (January 2009 - April 2010)
Associate Product Analyst @ (November 2008 - December 2008)
Central Marketing Associate @ (October 2007 - November 2008)
Intern @ (May 2006 - August 2006)
Intern @ (February 2002 - August 2003)
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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