David Lung

David Lung Email and Phone Number

Senior Vice President, Financial Advisor, International Client Advisor at Morgan Stanley @ Morgan Stanley
New York City
About David Lung

Experienced International Client Advisor with a demonstrated history of working with global ultra-high-net-worth families. Focused on cross-border planning and skilled in investment management, credit, insurance, trust, and estate planning; proficient in advising with both English and Mandarin. Strong finance professional with a Master of Business Administration - MBA focused in Finance and Financial Management Services from Zicklin School of Business. CA Insurance Lic. #0E59152NMLS #703496

David Lung's Current Company Details
Morgan Stanley

Morgan Stanley

View
Senior Vice President, Financial Advisor, International Client Advisor at Morgan Stanley
New York City
Employees:
501
Company phone:
(212)761-4000
David Lung Work Experience Details
  • Morgan Stanley
    Senior Vice President, Financial Advisor, International Client Advisor
    Morgan Stanley Jul 2022 - Present
    New 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. 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. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.CA Insurance Lic. #0E59152NMLS #703496
  • Raymond James
    Managing Director
    Raymond James May 2019 - Jul 2022
    St. Petersburg, Florida, Us
    Senior Vice President - Wealth Management
  • Wells Fargo Private Bank
    Wealth Advisor
    Wells Fargo Private Bank Aug 2008 - May 2019
    San Francisco , Ca, Us

David Lung Skills

Securities Retirement Planning Alternative Investments Uniform Combined State Law Strategic Financial Planning Investments Loans Portfolio Management Wealth Management Equities Asset Allocation Mortgage Lending Asset Management

David Lung Education Details

  • Zicklin School Of Business
    Zicklin School Of Business
    Finance And Financial Management Services

Frequently Asked Questions about David Lung

What company does David Lung work for?

David Lung works for Morgan Stanley

What is David Lung's role at the current company?

David Lung's current role is Senior Vice President, Financial Advisor, International Client Advisor at Morgan Stanley.

What is David Lung's email address?

David Lung's email address is da****@****rgo.com

What is David Lung's direct phone number?

David Lung's direct phone number is +194935*****

What schools did David Lung attend?

David Lung attended Zicklin School Of Business.

What skills is David Lung known for?

David Lung has skills like Securities, Retirement Planning, Alternative Investments, Uniform Combined State Law, Strategic Financial Planning, Investments, Loans, Portfolio Management, Wealth Management, Equities, Asset Allocation, Mortgage Lending.

Who are David Lung's colleagues?

David Lung's colleagues are Abhinav (Aiden) Gokhale (Griffin), Richa Dani, Juan Sonzini, Vinod Mendiratta, Chantal Simon, Nicky Singhania, Yukti -.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.