1995 -
now Vice President, Portfolio Manager, Financial Advisor @ Morgan Stanley
Steven Applegate Education
California State University-Fullerton
Steven Applegate Skills
Leadership
Financial Reporting
Business Development
Microsoft Excel
Risk Management
Financial Analysis
Financial Advisory
Retirement
Team Management
Credit
Series 63
Securities
Capital Markets
Vendor Management
Valuation
Portfolio Management
Steven Applegate Summary
Steven Applegate, based in Phoenix, AZ, US, is currently a Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley. Steven Applegate holds a California State University-Fullerton. With a robust skill set that includes Leadership, Financial Reporting, Business Development, Microsoft Excel, Risk Management and more.
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