Viveka Sharma Email & Phone Number
Business Service Manager, Vice President @ Morgan Stanley
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Viveka Sharma Location
- Irvine, CA, US
Viveka Sharma Work
- 2012 -now Business Service Manager, Vice President @
- 2005 -2012 Registered Client Service Associate @
Viveka Sharma Education
- University Of California - Irvine
Master Of Business Administration
2009-2012 - California State University - Long Beach
Bachelor Of Business Administration (Real Estate, Law, Finance)
2001-2005
Viveka Sharma Skills
- Retirement Planning
- Series 7
- Uniform Combined State Law
- 529 Plans
- Series 65
- CRPC
- 401k Rollovers
- Leadership
- Cross-functional Team Leadership
- Process Improvement
- Asset Management
- Investments
- Series 63
- Investment Strategies
- Alternative Investments
- Project Management
- Strategic Planning
- Financial Analysis
- Mutual Funds
- Wealth Management
- Investment Advisory
- Variable Annuities
- Asset Allocation
- Cross Functional Team Leadership
Viveka Sharma Summary
- Viveka Sharma, based in Irvine, CA, US, is currently a Business Service Manager, Vice President at Morgan Stanley. Viveka Sharma brings experience from previous roles at Morgan Stanley. Viveka Sharma holds a 2009 - 2012 Master Of Business Administration @ University Of California - Irvine. With a robust skill set that includes Retirement Planning, Series 7, Uniform Combined State Law, 529 Plans, Series 65 and more. Viveka Sharma has 2 emails and 2 mobile phone numbers on RocketReach.
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