Daniel Lyons Email and Phone Number
Daniel Lyons work email
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Daniel Lyons personal email
I seek to add value and enrich the lives of those who surround me both personally and professionally by leading a life of integrity, service, and loyalty. My professional interests stem directly from my close-knit family and personal interests. Growing up, I developed a fascination for the global financial markets from my father; humane instincts drawing me to help others and participate in artistic and charitable causes from my mother, and a deep love for the natural world and ocean from both. I am pleased to join The Market Square Group at Morgan Stanley as a Financial Advisor and work alongside my father and our team to help our clients connect with what they value most. Our clients are individuals and families who find value in working with a group of Advisors who are there to collaborate and help secure their evolving needs and aspirations. We strive to understand our clients’ beliefs and goals so we can align their investments to their values.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 501
- Company phone:
- (212)761-4000
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Financial AdvisorMorgan Stanley Nov 2018 - PresentNew York, Ny, Us© 2023 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. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
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Associate AnalystPearson Coast Capital Jan 2018 - May 2018Poughkeepsie, New York, UsAs an intern at PCC, my daily functions are centered around finding a suitable company for PCC to acquire. • Locating over 1000 acquisition targets and intermediaries for the search fund • Direct contact with intermediaries working with them to find companies that meet the fund’s investment criteria • Look out for new industries worth exploring through the development of an investment thesis centered around macro trends that fit within the investment criteria • Reviewing pitchbook/teasers and confidential information memorandums sent by intermediaries -
StudentStudent Aug 2014 - May 2018
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Tour GuideMarist College Sep 2017 - 2018Poughkeepsie, Ny, UsHelping the future students decide where their most memorable years will be spent -
President & Founder Of Marist College Business ClubMarist College Jan 2016 - Dec 2016
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Assistant Yacht BrokerBoston Yacht Sales May 2016 - Aug 2016UsBrand development, sales strategy development, strategic marketing, client relations, contact management -
InternshipMorgan Stanley May 2015 - Aug 2015New York, Ny, UsSkills:Internship May 2015-August 2015• Account performance reviews • iWin & 3D computer systems• Filing• Sales meetings• Mailings • Client concierge
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InternMorgan Stanley May 2014 - Aug 2014New York, Ny, UsClient RelationsSpreadsheet development Client prospecting Mailings
Daniel Lyons Skills
Daniel Lyons Education Details
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Marist College School Of ManagementGeneral -
Brewster AcademyGeneral Studies
Frequently Asked Questions about Daniel Lyons
What company does Daniel Lyons work for?
Daniel Lyons works for Morgan Stanley
What is Daniel Lyons's role at the current company?
Daniel Lyons's current role is Financial Advisor, Insurance Planning Director Morgan Stanley.
What is Daniel Lyons's email address?
Daniel Lyons's email address is da****@****ist.edu
What schools did Daniel Lyons attend?
Daniel Lyons attended Marist College School Of Management, Brewster Academy.
What are some of Daniel Lyons's interests?
Daniel Lyons has interest in Social Services, Investing, Banking, Politics, Public Speaking, Finance, Sailing, Golfing, Company Research, People.
What skills is Daniel Lyons known for?
Daniel Lyons has skills like Microsoft Office, Powerpoint, Microsoft Excel, Management, Leadership, Social Networking, Customer Service, Microsoft Word, Public Speaking, Research, Project Management, Economics.
Who are Daniel Lyons's colleagues?
Daniel Lyons's colleagues are Tyler L. Clark, Jay Keranen, Cfp®, Mohammed Ali, Roxana Pavnotescu, S.kiran Kumar, Murdo Mackay, Abhishek Bhavsar.
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