Drew Figueroa, Cfp®, Mba

Drew Figueroa, Cfp®, Mba Email and Phone Number

Vice President, Senior Client Relationship Manager @ Morgan Stanley
New York City
Drew Figueroa, Cfp®, Mba's Location
Scottsdale, Arizona, United States, United States
Drew Figueroa, Cfp®, Mba's Contact Details

Drew Figueroa, Cfp®, Mba work email

Drew Figueroa, Cfp®, Mba personal email

About Drew Figueroa, Cfp®, Mba

Drew Figueroa, Cfp®, Mba is a Vice President, Senior Client Relationship Manager at Morgan Stanley. He possess expertise in financial planning, life insurance, long term care, disability insurance, business planning and 16 more skills.

Drew Figueroa, Cfp®, Mba's Current Company Details
Morgan Stanley

Morgan Stanley

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Vice President, Senior Client Relationship Manager
New York City
Website:
morganstanley.com
Employees:
501
Company phone:
(212)761-4000
Drew Figueroa, Cfp®, Mba Work Experience Details
  • Morgan Stanley
    Vice President, Senior Client Relationship Manager
    Morgan Stanley May 2024 - Present
    New York, Ny, Us
    View
  • Morgan Stanley
    Vice President, Client Relationship Manager
    Morgan Stanley Mar 2022 - May 2024
    New York, Ny, Us
    View
  • Vanguard
    Family Office Relationship Manager
    Vanguard Jun 2018 - Feb 2022
    Valley Forge, Pa, Us
    View
  • Vanguard
    Client Service Specialist
    Vanguard Jun 2015 - Jun 2018
    Valley Forge, Pa, Us
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Aug 2014 - May 2015
    Helping clients reach their financial goals as well as goals they have for retirement.
  • Midland University
    Student It Technician
    Midland University Aug 2012 - May 2015

Drew Figueroa, Cfp®, Mba Skills

Financial Planning Life Insurance Long Term Care Disability Insurance Business Planning Networking Information Technology Wireless Networking Customer Service Leadership Finance Powerpoint Time Management Social Media Microsoft Office Public Speaking Microsoft Excel Event Planning Microsoft Word Teamwork Management

Drew Figueroa, Cfp®, Mba Education Details

  • Grand Canyon University
    Grand Canyon University
    Master Of Business Administration - Mba
  • Midland University
    Midland University
    General
  • Virginia Intermont College
    Virginia Intermont College

Frequently Asked Questions about Drew Figueroa, Cfp®, Mba

What company does Drew Figueroa, Cfp®, Mba work for?

Drew Figueroa, Cfp®, Mba works for Morgan Stanley

What is Drew Figueroa, Cfp®, Mba's role at the current company?

Drew Figueroa, Cfp®, Mba's current role is Vice President, Senior Client Relationship Manager.

What is Drew Figueroa, Cfp®, Mba's email address?

Drew Figueroa, Cfp®, Mba's email address is an****@****ard.com

What schools did Drew Figueroa, Cfp®, Mba attend?

Drew Figueroa, Cfp®, Mba attended Grand Canyon University, Midland University, Virginia Intermont College.

What skills is Drew Figueroa, Cfp®, Mba known for?

Drew Figueroa, Cfp®, Mba has skills like Financial Planning, Life Insurance, Long Term Care, Disability Insurance, Business Planning, Networking, Information Technology, Wireless Networking, Customer Service, Leadership, Finance, Powerpoint.

Who are Drew Figueroa, Cfp®, Mba's colleagues?

Drew Figueroa, Cfp®, Mba's colleagues are Gabriela Sardi, Indramatie Persad, Daniel Bone, Mark J., Gabrielle Lange, George N. Antonopoulos, David Einstein.

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