Tricia Goodwin Email & Phone Number
Senior Vice President, Financial Advisor @ Morgan Stanley
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Tricia Goodwin Location
- New York, NY, US
Tricia Goodwin Work
- 2011 -now Senior Vice President, Financial Advisor @
- 2002 -2011 Investment Associate @ UBS Financial Services
- 1998 -2002 Client Analyst @
Tricia Goodwin Education
- Drexel University
Bachelor of Science (BS) (Finance, General)
1995-1998
Tricia Goodwin Skills
- Alternative Investments
- Wealth Management
- Portfolio Management
- Financial Modeling
- Series 63
- Investment Strategies
- Securities
- Valuation
- Investments
- Bloomberg
- Asset Management
- Fixed Income
- Asset Allocation
- Investment Advisory
- Series 7
- Retirement Planning
- Equities
- Hedge Funds
- Mutual Funds
Tricia Goodwin Summary
- Tricia Goodwin, based in New York, NY, US, is currently a Senior Vice President, Financial Advisor at Morgan Stanley. Tricia Goodwin brings experience from previous roles at UBS Financial Services and Goldman Sachs. Tricia Goodwin holds a 1995 - 1998 Bachelor of Science (BS) in Finance, General @ Drexel University. With a robust skill set that includes Alternative Investments, Wealth Management, Portfolio Management, Financial Modeling, Series 63 and more. Tricia Goodwin has 2 emails on RocketReach.
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