Eric Kirchner Email & Phone Number

New York, Ny, Us

- I am a registered client service associate as a member of the Vinder Group at Morgan Stanley Private Wealth Management.

New York, Ny, Us

- Worked within the framework of the two year rotational analyst program during which I held three different positions for three months each to holistically learn about the Wealth Management business at Morgan Stanley. - During my time with the Field Leadership Development team, I worked with certification institutions such as the CFP Board to register learning programs for CE credits, helped organize the National Managers Meeting for Morgan Stanley's 5,000+ field managers, and curated a system of performance evaluation for the various field manager roles. - During my time with the Morgan Stanley at Work Product team, I worked to manage the development and design of new Morgan Stanley workplace solutions on the new E*TRADE platform for end users and financial advisors to see their clients' interactions. - During my time my time in the field, I got first hand experience in how an advisor builds and runs their book of business while assisting in regular client service and analysis.

New York, Ny, Us

- Act as a representative of Morgan Stanley's wealth management business to promote upcoming recruitment events and answer questions from prospective students.

New York, Ny, Us

- Assisted a 5-person team specializing in Unit Investment Trusts and Closed-End Funds within the Investment Solutions division to increase Financial Advisor usage of these products.- Analyzed CEF IPO data highlighting changes in advisor investment preferences over time while seeking areas of opportunity in the FA population.

Villanova, Pa, Us

- Act as a representative of the Honors Program during school-sponsored open houses and advertising events-Speak with prospective students and their families about Villanova and the many benefits the Honors Program has to offer

Villanova, Pa, Us

- Named an intern for the DAN-TOM Real Estate Student Managed Fund at Villanova University- Assist fund analysts and managers in sourcing commercial real estate investment opportunities while working cohesively to research, evaluate, and underwrite the potential deals while under the guidance of a professional of the real estate field

Villanova, Pa, Us

- Referred games for outdoor soccer, volleyball, dodgeball, indoor soccer, and basketball and assisted in scheduling for the Villanova Athletics intramural department

New York, Ny, Us

Working in the Donnell, Phillips, Berkowitz & Byrne private wealth advisors group. - Support a Private Banking and Investment Group is asset management, portfolio modeling, financial planning, and client proposals - Perform due diligence on SMAs and ETFs and created reports summarizing asset allocation and portfolio performance - Completed an analysis of the credit worthiness of the states to highlight possible municipal bond investments- Manage summer initiatives for the team including updating research portfolios and creating briefs on recent news

- 6 credit marketing and management course focusing on the application of skills through a semester-long group project for the Vanguard Group- Focused on all aspects of promotional planning, team building, and teamwork- Served as an active team member in collecting primary data through an electronically disseminated survey and research on the Villanova databases to develop an integrated marketing plan for Vanguard Personal Advisor Services as well as cultivate team growth- Utilized $1,000,000 budget in order to spread the news about the new Vanguard service among current clients and potential new clients- Organized team and project deadlines, had overall knowledge and delegation of all tasks, the main communicator between the team and course professors, oversaw the work of other six team members- Present the final marketing plan to the Vanguard clients and answer their questions on our processes and ideas in a competition style against the other teams in the class in which we placed first

Dallas, Texas, Us

- Identify industries with desired growth, profitability, and scale metrics for possible investment - Create briefs for the managing director on prospective businesses and their owners in order to foster the success of an initial connection

• Organize course map, food, and police for St. Dominic Academy Spring Thaw 5K Run & 1 Mile Fun Run

Bachelor'S Degree, Finance And Real Estate

Wealth Management

A Participant Of The Instep Program

Education record