Edgar Romero

Edgar Romero Email and Phone Number

Private Wealth Management Client Associate @ Morgan Stanley
Florida, United States
Edgar Romero's Location
Miami-Fort Lauderdale Area, United States
Edgar Romero's Contact Details

Edgar Romero work email

Edgar Romero personal email

n/a
About Edgar Romero

-Currently working at Morgan Stanley Wealth Management as a Client Service Associate in Aventura, FL.-Graduate from Florida Atlantic University with a Bachelor's in Criminology and a certificate in Ethics, Law & Society.

Edgar Romero's Current Company Details
Morgan Stanley

Morgan Stanley

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Private Wealth Management Client Associate
Florida, United States
Website:
morganstanley.com
Employees:
94640
Edgar Romero Work Experience Details
  • Morgan Stanley
    Private Wealth Management Client Associate
    Morgan Stanley
    Florida, United States
    View
  • Morgan Stanley
    Wealth Management Client Service Associate
    Morgan Stanley Feb 2023 - Present
    Morgan Stanley Wealth Management is dedicated to serving the firm's most affluent clients, including some of the world's most accomplished entrepreneurs, executives and stewards of multigenerational wealth. WM brings the intimacy of a relationship-driven approach combined with the deep resources and opportunities of a world class firm.As a CSA, I am responsible for communicating with my clients on a daily basis, coordinating, and executing client service requests as well as financial planning analysis.
    View
  • Jpmorgan Chase & Co.
    Relationship Banker Ll -Small Business Specialist
    Jpmorgan Chase & Co. Dec 2022 - Feb 2023
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  • Jpmorgan Chase & Co.
    Associate Banker
    Jpmorgan Chase & Co. Apr 2021 - Dec 2022
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  • Wells Fargo
    Banker
    Wells Fargo Oct 2017 - Apr 2021
    View

Edgar Romero Skills

Customer Management Team Leadership Customer Support Florida Notary Wealth Management Services

Edgar Romero Education Details

Frequently Asked Questions about Edgar Romero

What company does Edgar Romero work for?

Edgar Romero works for Morgan Stanley

What is Edgar Romero's role at the current company?

Edgar Romero's current role is Private Wealth Management Client Associate.

What is Edgar Romero's email address?

Edgar Romero's email address is ed****@****ley.com

What schools did Edgar Romero attend?

Edgar Romero attended Florida Atlantic University.

What skills is Edgar Romero known for?

Edgar Romero has skills like Customer Management, Team Leadership, Customer Support, Florida Notary, Wealth Management Services.

Who are Edgar Romero's colleagues?

Edgar Romero's colleagues are Balázs Piszkor, Stephanie Glashow, Hesham Hussen, Dipifr, Saikrishna Thati, Sean Sund, Swati Jain, Luke Hollman.

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