Financial Advisor
Current
Sep 2024 - Present
AeroLeads people directory · profile
Diego Rojas Email & Phone Number
Financial Advisor. Series 65, 7, 0215, and CSPO certified.
at
Morgan Stanley
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor. Series 65, 7, 0215, and CSPO certified.
Location
Tampa, Florida, United States
Company size
Who is Diego Rojas? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Diego Rojas is listed as Financial Advisor. Series 65, 7, 0215, and CSPO certified. at Morgan Stanley, a company with 78669 employees, based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Diego Rojas.
Diego Rojas previously worked as Financial Advisor at Morgan Stanley and Outbound Investment Advisor at Edelman Financial Engines. Diego Rojas holds Bachelor Of Science (B.S.), Business Administration / Finance, Gpa 3.68 from University Of Florida.
Company email context
Email format at Morgan Stanley
This section adds company-level context without repeating Diego Rojas's masked contact details.
Morgan Stanley
Review company-level records connected to Diego Rojas before choosing the right outreach path.
Profile bio
About Diego Rojas
Diego Rojas is a Financial Advisor. Series 65, 7, 0215, and CSPO certified. at Morgan Stanley. They is proficient in English.
Current workplace
Diego Rojas's current company
Company context helps verify the profile and gives searchers a useful next step.
Morgan Stanley
9 roles
Diego Rojas work experience
A career timeline built from the work history available for this profile.
Outbound Investment Advisor
May 2024 - Sep 2024
Investment Counselor
Jul 2023 - Jan 2024
Avp - Data & Analytics | Lead Product Owner
Feb 2022 - Jul 2023
Resource Management Group Manager
Jan 2020 - Feb 2022
Resource Management Specialist
Feb 2018 - Jan 2020
Client Service Associate
Mar 2016 - Feb 2018
Credit Analyst Intern
- Completed six Annual Reviews for existing bank customers, including all supporting underwriting attachments necessary for approval by Commercial Credit Managers and Senior Credit Officers- Used computer software to run analysis, create spreads, generate reports, and conduct research on potential borrowers in order to underwrite existing loans.
May 2015 - Aug 2015
Office Manager
-Managed the school’s music library inventory using computer software to record the inflow and outflow of learning materials used by professors and students to produce accurate library records - Categorized and upheld organizational standards facilitating a productive learning environment - Assisted the Dean of Music with his everyday duties such as.
Aug 2011 - Aug 2012
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
DV
Dmitry Vasyutinskiy
Colleague at Morgan StanleySan Francisco Bay Area, United States
View →
AP
Alice P.
Colleague at Morgan StanleyContact Info, United States
View →
EP
Emily Pascal
Colleague at Morgan StanleyAlexandria, Virginia, United States, United States
View →
GG
Gary Gill
Colleague at Morgan StanleySan Francisco Bay Area, United States
View →
FP
Flavie Pereira
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
View →
JZ
Jackie Zhou
Colleague at Morgan StanleySuffern, New York, United States, United States
View →
MM
Mary Mccafferty
Colleague at Morgan StanleyRidgefield, Connecticut, United States, United States
View →
SF
Sandy Fortin
Colleague at Morgan StanleyBoston, Massachusetts, United States, United States
View →
JM
Jim Macfarlane, Cfa
Colleague at Morgan StanleySalt Lake City, Utah, United States, United States
View →
RA
Richard A. Fitzburgh
Colleague at Morgan StanleyNew York City Metropolitan Area, United States, United States
View →
Dmitry Vasyutinskiy
Colleague at Morgan StanleySan Francisco Bay Area, United States
View →
AP
Alice P.
Colleague at Morgan StanleyContact Info, United States
View →
EP
Emily Pascal
Colleague at Morgan StanleyAlexandria, Virginia, United States, United States
View →
GG
Gary Gill
Colleague at Morgan StanleySan Francisco Bay Area, United States
View →
FP
Flavie Pereira
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
View →
JZ
Jackie Zhou
Colleague at Morgan StanleySuffern, New York, United States, United States
View →
MM
Mary Mccafferty
Colleague at Morgan StanleyRidgefield, Connecticut, United States, United States
View →
SF
Sandy Fortin
Colleague at Morgan StanleyBoston, Massachusetts, United States, United States
View →
JM
Jim Macfarlane, Cfa
Colleague at Morgan StanleySalt Lake City, Utah, United States, United States
View →
RA
Richard A. Fitzburgh
Colleague at Morgan StanleyNew York City Metropolitan Area, United States, United States
View →
2 education records
Diego Rojas education
Bachelor Of Science (B.S.), Business Administration / Finance, Gpa 3.68
Associate Of Arts (A.A.), Business Administration, Gpa 3.98
FAQ
Frequently asked questions about Diego Rojas
Quick answers generated from the profile data available on this page.
What company does Diego Rojas work for?
Diego Rojas works for Morgan Stanley.
What is Diego Rojas's role at Morgan Stanley?
Diego Rojas is listed as Financial Advisor. Series 65, 7, 0215, and CSPO certified. at Morgan Stanley.
Where is Diego Rojas based?
Diego Rojas is based in Tampa, Florida, United States while working with Morgan Stanley.
What companies has Diego Rojas worked for?
Diego Rojas has worked for Morgan Stanley, Edelman Financial Engines, Fisher Investments, Td, and Miami Dade College.
Who are Diego Rojas's colleagues at Morgan Stanley?
Diego Rojas's colleagues at Morgan Stanley include Dmitry Vasyutinskiy, Alice P., Emily Pascal, Gary Gill, and Flavie Pereira.
How can I contact Diego Rojas?
You can use AeroLeads to view verified contact signals for Diego Rojas at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Diego Rojas attend?
Diego Rojas holds Bachelor Of Science (B.S.), Business Administration / Finance, Gpa 3.68 from University Of Florida.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Diego Rojas you were looking for.
View similar profiles
