Christopher Herman

Christopher Herman Email and Phone Number

Financial Advisor at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Christopher Herman's Location
St Petersburg, Florida, United States, United States
About Christopher Herman

I am a financial advisor at Morgan Stanley where I work on a team with my father, David Herman, where we work to improve client's lives through our systematic approach to investing.

Christopher Herman's Current Company Details
Morgan Stanley

Morgan Stanley

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Financial Advisor at Morgan Stanley
new york, new york, united states
Employees:
78669
Christopher Herman Work Experience Details
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Aug 2023 - Present
    St Petersburg, Florida, United States
    ©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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. 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 trading 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. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.NMLS#: 2562932
  • Dynasty Financial Partners
    Service Desk Associate
    Dynasty Financial Partners Aug 2020 - Aug 2023
    United States
  • (Usta) United States Tennis Association
    Professional Wheelchair Tennis Athlete
    (Usta) United States Tennis Association Jan 2017 - Mar 2020
    Orlando, Florida, United States
    Developed team communications and leadership skills for team meetings and team events by leading a team of 3 teammates in international competitions. Negotiated with representatives of multi-million-dollar companies for sponsors and financial assistance by engaging in telephone conferences and building relationships at various tournaments. Communicated effectively with professional tennis coaches to help them understand and learn about wheelchair tennis during camps and presentations sponsored by the USTA. Accepted constructive criticism from both teammates and coaches in order to adapt and overcome obstacles presented during matches and training. Mentored younger players in order to build the community and the sport by giving advice during tournaments and camps. Used time management abilities and strict scheduling to balance practice, 15 weeks of travel, and a full-time college schedule. Performed all of these activities and more while maintaining a 3.69 GPA at the University of Florida. Competed throughout North America, Europe, Asia, and South America in international tennis competitions such as World Team Cup and the Para-Pan American Games. Ranked currently at #3 in the United States. Competed on the USA High Performance Team for the United States Tennis Association and was on track to reach the Paralympics in Tokyo 2020.
  • Morgan Stanley
    Wealth Management Intern
    Morgan Stanley May 2018 - Aug 2018
    St Petersburg, Florida, United States
    Analyzed stock market data and provided detailed reports and data graphics to support client investment strategies on behalf of financial advisors. Communicated effectively with clients and managers. Reviewed corporate insurance policies and provided training and information to team members on policy information.

Christopher Herman Education Details

Frequently Asked Questions about Christopher Herman

What company does Christopher Herman work for?

Christopher Herman works for Morgan Stanley

What is Christopher Herman's role at the current company?

Christopher Herman's current role is Financial Advisor at Morgan Stanley.

What schools did Christopher Herman attend?

Christopher Herman attended University Of Florida.

Who are Christopher Herman's colleagues?

Christopher Herman's colleagues are Kristy Dahlberg, Ian Zinn, Vincent Mancuso, Crps®, Eric Oldmixon, Evelyn Bodoni, Sara Connor, Alistair Youngson.

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