Johan S. Agredo, Cima® work email
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Johan S. Agredo, Cima® personal email
Johan S. Agredo, Cima® phone numbers
Johan Agredo is a Financial Advisor focusing on the portfolio construction and asset allocation process for ultra-high net-worth and family office clients at The Patagonia Group at Morgan Stanley. Johan takes great pride in helping families, executives, and organizations to develop and implement comprehensive wealth management strategies, make financial decisions, and seek to manage risk. In his spare time, he is dedicated to helping transform the lives of children in developing countries by integrating education, sports, and mental health initiatives that seeks to equip youth with the tools to help overcome socioeconomic challenges and unlock their potential in a rapidly evolving world. Johan dedicates time to his athletic endeavors, actively competing in amateur boxing and cycling. He is a certified advanced nitrox scuba diver and enjoys exploring and learning from nature through his travels.
Angeles De La Calle
View- Website:
- morganstanley.com
- Employees:
- 3
- Company phone:
- (212)761-4000
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FounderAngeles De La CalleMiami, Fl, Us -
Financial AdvisorMorgan Stanley Nov 2019 - PresentNew York, Ny, Us"© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-patagonia-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."Asset Allocation does not assure a profit or protect against loss in declining financial markets.NMLS#: 2221476 -
Private Wealth Advisor AssociateMorgan Stanley Jun 2018 - Nov 2019New York, Ny, Us -
Wealth Management Rotational AnalystMorgan Stanley Jul 2016 - Jun 2018New York, Ny, Us -
FounderAngeles De La Calle Sep 2022 - PresentEmpowering children in developing countries through education, sports, and mental health to surpass socioeconomic limitations and turn resources into opportunities.
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Gwim Summer AnalystMerrill Lynch Jun 2015 - Aug 2015New York, Ny, Us -
Seo Career FellowSeo (Sponsors For Educational Opportunity) Jun 2015 - Aug 2015New York, New York, UsCompleted 100 hours of online and in-person training taught by Pillars of Wall Street and Fitch Learning: covering excel modeling, finance fundamentals and professional development skills relevant to Asset ManagementAnalyze financial statements and studied finance through online courses including Introduction to Financial Statements, Introduction to Portfolio Management, and Introduction to Securities Markets -
Private Wealth Management InternRaymond James Financial, Inc. Jun 2014 - May 2015St. Petersburg, Florida, Us
Johan S. Agredo, Cima® Skills
Johan S. Agredo, Cima® Education Details
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Florida State UniversityFinance -
Yale School Of ManagementInvestment Management Theory & Practice
Frequently Asked Questions about Johan S. Agredo, Cima®
What company does Johan S. Agredo, Cima® work for?
Johan S. Agredo, Cima® works for Angeles De La Calle
What is Johan S. Agredo, Cima®'s role at the current company?
Johan S. Agredo, Cima®'s current role is Founder.
What is Johan S. Agredo, Cima®'s email address?
Johan S. Agredo, Cima®'s email address is jo****@****ley.com
What is Johan S. Agredo, Cima®'s direct phone number?
Johan S. Agredo, Cima®'s direct phone number is +178694*****
What schools did Johan S. Agredo, Cima® attend?
Johan S. Agredo, Cima® attended Florida State University, Yale School Of Management.
What skills is Johan S. Agredo, Cima® known for?
Johan S. Agredo, Cima® has skills like Public Speaking, Sales, Time Management, Finance, Management, Leadership, Spanish, Marketing, Real Estate, Event Planning, Entrepreneurship, Microsoft Word.
Who are Johan S. Agredo, Cima®'s colleagues?
Johan S. Agredo, Cima®'s colleagues are Joy Tiange Zhao, Ajay S, Colleen Clancy-Cucuzzo, Chandrakanth Amidala, Nick Perilli, Luke Ryan, Pushp Preet Kaur.
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