Johan S. Agredo, Cima® Email & Phone Number
@morganstanley.com
3 phones found area 786 and 305
LinkedIn matched
Who is Johan S. Agredo, Cima®? Overview
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Johan S. Agredo, Cima® is listed as Founder at ANGELES DE LA CALLE, a with 3 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 786, 305, and a matched LinkedIn profile for Johan S. Agredo, Cima®.
Johan S. Agredo, Cima® previously worked as Financial Advisor at Morgan Stanley and Private Wealth Advisor Associate at Morgan Stanley. Johan S. Agredo, Cima® holds Bachelor Of Science (B.S.), Finance from Florida State University.
Email format at ANGELES DE LA CALLE
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AeroLeads found 1 current-domain work email signal for Johan S. Agredo, Cima®. Compare company email patterns before reaching out.
About Johan S. Agredo, Cima®
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.
Listed skills include Public Speaking, Sales, Time Management, Finance, and 11 others.
Johan S. Agredo, Cima®'s current company
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Johan S. Agredo, Cima® work experience
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Financial Advisor
Current"© 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 Associate
Wealth Management Rotational Analyst
Founder
CurrentEmpowering children in developing countries through education, sports, and mental health to surpass socioeconomic limitations and turn resources into opportunities.
Gwim Summer Analyst
Seo Career Fellow
Completed 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 Intern
Colleagues at ANGELES DE LA CALLE
Other employees you can reach at morganstanley.com. View company contacts for 3 employees →
Gaia Benitez
Colleague at Angeles De La CalleUnited Kingdom
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GS
Gursimran Singh
Colleague at Angeles De La CalleToronto, Ontario, Canada
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AG
Anikó Gluzdov
Colleague at Angeles De La CalleHungary
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MV
Masthan Vali Shaik
Colleague at Angeles De La CalleBengaluru, Karnataka, India
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TR
Thelma Ross
Colleague at Angeles De La CalleNeptune City, New Jersey, United States
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DL
Depi Lee
Colleague at Angeles De La CalleLoma Linda, California, United States
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AM
Amy Morgan
Colleague at Angeles De La CalleHove, England, United Kingdom
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PW
Pankaja Wickramaratne
Colleague at Angeles De La CalleNew York City Metropolitan Area, United States
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BB
Brian Baker, Cfa
Colleague at Angeles De La CalleHong Kong, Hong Kong Sar
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KR
Kai Ricketts
Colleague at Angeles De La CalleMiami, Florida, United States
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Johan S. Agredo, Cima® education
Bachelor Of Science (B.S.), Finance
Cima® Executive Education Program, Investment Management Theory & Practice
Frequently asked questions about Johan S. Agredo, Cima®
Quick answers generated from the profile data available on this page.
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 ANGELES DE LA CALLE?
Johan S. Agredo, Cima® is listed as Founder at ANGELES DE LA CALLE.
What is Johan S. Agredo, Cima®'s email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Johan S. Agredo, Cima® at ANGELES DE LA CALLE.
What is Johan S. Agredo, Cima®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 786, 305 for Johan S. Agredo, Cima® at ANGELES DE LA CALLE.
Where is Johan S. Agredo, Cima® based?
Johan S. Agredo, Cima® is based in New York City Metropolitan Area, United States while working with ANGELES DE LA CALLE.
What companies has Johan S. Agredo, Cima® worked for?
Johan S. Agredo, Cima® has worked for Angeles De La Calle, Morgan Stanley, Merrill Lynch, Seo (Sponsors For Educational Opportunity), and Raymond James Financial, Inc..
Who are Johan S. Agredo, Cima®'s colleagues at ANGELES DE LA CALLE?
Johan S. Agredo, Cima®'s colleagues at ANGELES DE LA CALLE include Gaia Benitez, Gursimran Singh, Anikó Gluzdov, Masthan Vali Shaik, and Thelma Ross.
How can I contact Johan S. Agredo, Cima®?
You can use AeroLeads to view verified contact signals for Johan S. Agredo, Cima® at ANGELES DE LA CALLE, including work email, phone, and LinkedIn data when available.
What schools did Johan S. Agredo, Cima® attend?
Johan S. Agredo, Cima® holds Bachelor Of Science (B.S.), Finance from Florida State University.
What skills is Johan S. Agredo, Cima® known for?
Johan S. Agredo, Cima® is listed with skills including Public Speaking, Sales, Time Management, Finance, Management, Leadership, Spanish, and Marketing.
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