Eric J. Werner Email and Phone Number
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Eric J. Werner personal email
Eric J. Werner phone numbers
A comprehensive financial strategy from an experienced team and company may be more important than ever. We listen and ask questions so we can learn and understand to help better serve our clients. We take a holistic comprehensive approach to help pursue your financial goals and objectives.We work with you to help design a flexible wealth management plan that aims to be appropriate for you and your family. We coordinate together before we propose and execute a detailed comprehensive plan to help address your changing needs and objectives to help achieve your goals while seeking to manage risk. We are committed to keeping in touch with you as we realize that adjustments will be needed as there are changes in your life and family within the overall economic and financial landscape. We strive to be your hands-on Advisor, committed to a relationship that’s relevant to your life and focused on your long-term financial goals.Previous employment history:1986-1988 O’Connor, Broude, Snyder & Aronson:Attorney - corporate, early stage, technology & emerging growth, contracts, small private & public financings (SEC & state blue sky), mergers & acquistionsRepresented entrepreneurs & early stage companies in capital formation transactions - Business Plans, State Blue Sky & Federal Securities, Employment Agreements, various other contracts, friends & family rounds of financings, small Venture Capital & other Institutional Financings; small IPOs and M&A transactions resulting in exits & liquidity for principals & early investors1984-85 Heafitz & Hopwood - Construction Litigation
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 501
- Company phone:
- (212)761-4000
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Vice President | Alternative Investments Director | Financial Advisor With The Werner GroupMorgan Stanley Jun 2019 - PresentNew York, Ny, Us© 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.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 investment 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. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-werner-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.NMLS#: 821490
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Vice President - Wealth Management AmericasUbs Nov 2014 - Jun 2019Zurich, ChToday, trusted financial advice is more important than ever. As your Financial Advisor, we take our responsibility to provide that advice very seriously. We want to learn all we can about you so we can address your most important priorities with a comprehensive plan that puts your goals within reach. We'll also regularly review your strategy, always mindful of adjustments that might be needed over time. Our aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success.We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while taking advantage of our experience in managing assets. -
Executive DirectorJ.P. Morgan Aug 2011 - Feb 2014New York, Ny, UsI worked with an Integrated Team to provide First Class Investment Management, Fiduciary, Trust, Wealth Advisory Planning, Capital Advisory (credit) and 24x7 Client Services to High and Ultra High Net Worth Individuals, Families, Family Offices, Endowments and Foundations. -
PartnerSchnader Harrison Segal & Lewis Llp Jan 2009 - Jul 2011Philadelphia, Pa, UsPractice was focused on general corporate representation, mergers and acquisitions work, and corporate finance principally for middle market businesses. -
LawyerSelf Employed Aug 2007 - Jan 2009Consulted and completed Special Projects.
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Vice President, General Counsel & Corporate SecretaryWerner Co. Mar 1988 - Jul 2007Itasca, Illinois, UsAs a member of the Executive Leadership Team, I always reported directly to the CEO as Vice-President, General Counsel, Corporate Ethics Officer & Secretary. I was charged with the responsibility of managing, directing and monitoring the legal affairs of the Company contending with the multitude of legal issues that constantly challenge today’s business dealings. Also had the responsibility for Human Resources (labor relations (personally negotiated with unions (USW & UAW) and drafted agreements), executive hiring and terminations (employment, severance and stay agreements), compensation (including variable compensation program creation and administration) and benefits), pension matters (including investment management oversight), 401(k) plan admin, and commodity risk management (managing aluminum price volatility). Also served as a member of the Board of Directors and held various directorships and officerships at other subsidiaries of Werner Holding Co. (PA), Inc.
Eric J. Werner Skills
Eric J. Werner Education Details
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Boston University School Of LawLaw -
Penn State UniversityIndustrial Engineering
Frequently Asked Questions about Eric J. Werner
What company does Eric J. Werner work for?
Eric J. Werner works for Morgan Stanley
What is Eric J. Werner's role at the current company?
Eric J. Werner's current role is Vice President | Alternative Investments Director | Financial Advisor with The Werner Group at Morgan Stanley Wealth Management ... 10,165+ 1st Degree LinkedIn Connections!.
What is Eric J. Werner's email address?
Eric J. Werner's email address is ew****@****der.com
What is Eric J. Werner's direct phone number?
Eric J. Werner's direct phone number is +141291*****
What schools did Eric J. Werner attend?
Eric J. Werner attended Boston University School Of Law, Penn State University.
What are some of Eric J. Werner's interests?
Eric J. Werner has interest in Family, Exercise, Connecting/helping People, Touring, Advising And Counseling People, Cardio Machines, Meeting, Reading, Discovering, Photography.
What skills is Eric J. Werner known for?
Eric J. Werner has skills like Series 7, Series 63, Series 66, Fixed Income, Wealth Management, Equities, Investment Strategies, Securities, Financial Services, Asset Allocation And Account Management, Strategic Financial Planning.
Who are Eric J. Werner's colleagues?
Eric J. Werner's colleagues are Daniel Montes, Cfp®, Kathryn Swanson, Jay Westmoreland, Cfp®, Timothy J Escobar, Mba, Alejandro Mendoza Velasco, Rikhil Taneja, Gyula Papp.
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