Gretchen Ross, Cfa

Gretchen Ross, Cfa Email and Phone Number

Institutional Consultant | Financial Advisor Graystone Consulting at Morgan Stanley @ Graystone Consulting
Gretchen Ross, Cfa's Location
Greater Pittsburgh Region, United States
Gretchen Ross, Cfa's Contact Details

Gretchen Ross, Cfa work email

Gretchen Ross, Cfa personal email

n/a
About Gretchen Ross, Cfa

Strong finance professional with a Master of Business Administration (MBA) focused in Finance from University of Pittsburgh - Joseph M. Katz Graduate School of Business.

Gretchen Ross, Cfa's Current Company Details
Graystone Consulting

Graystone Consulting

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Institutional Consultant | Financial Advisor Graystone Consulting at Morgan Stanley
Employees:
149
Gretchen Ross, Cfa Work Experience Details
  • Graystone Consulting
    Institutional Consultant
    Graystone Consulting Jun 2018 - Present
    ©2023 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 trading 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://graystone.morganstanley.com/graystone-consulting-pittsburgh-pa-cleveland-oh/who_we_are. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html. Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a business of Morgan Stanley.
  • The Coury Financial Group
    Portfolio Analyst
    The Coury Financial Group Nov 2016 - Apr 2018
    Greater Pittsburgh Area
  • Bny Mellon
    Risk Consultant - Global Risk Solutions
    Bny Mellon Jan 2016 - Oct 2016
  • Bny Mellon
    Associate Consultant - Global Risk Solutions
    Bny Mellon Jul 2013 - Dec 2015
  • Bny Mellon
    Assistant Consultant
    Bny Mellon May 2012 - Jun 2013
  • Bny Mellon
    Client Accounting And Reporting Analyst
    Bny Mellon May 2010 - May 2012
  • Bny Mellon
    Client Accounting And Reporting Senior Specialist
    Bny Mellon Jul 2008 - May 2010
  • Bny Mellon
    Client Accounting And Reporting Specialist
    Bny Mellon May 2007 - Jul 2008
  • Marriott Vacations Worldwide Corporation
    Assistant Manager
    Marriott Vacations Worldwide Corporation Jul 2005 - Dec 2006

Gretchen Ross, Cfa Skills

Financial Modeling Financial Analysis Valuation Bloomberg Equities Derivatives Fixed Income Corporate Finance Finance Banking Mutual Funds Capital Markets Investments Financial Services Portfolio Management Hedge Funds Risk Management Financial Reporting Investment Banking Business Analysis Securities Microsoft Excel Financial Risk Accounting Asset Management Microsoft Powerpoint Strategic Planning Bloomberg Terminal Morningstar

Gretchen Ross, Cfa Education Details

  • University Of Pittsburgh - Joseph M. Katz Graduate School Of Business
    University Of Pittsburgh - Joseph M. Katz Graduate School Of Business
    Finance
  • University Of Pittsburgh
    University Of Pittsburgh
    Finance

Frequently Asked Questions about Gretchen Ross, Cfa

What company does Gretchen Ross, Cfa work for?

Gretchen Ross, Cfa works for Graystone Consulting

What is Gretchen Ross, Cfa's role at the current company?

Gretchen Ross, Cfa's current role is Institutional Consultant | Financial Advisor Graystone Consulting at Morgan Stanley.

What is Gretchen Ross, Cfa's email address?

Gretchen Ross, Cfa's email address is gr****@****.com.br

What schools did Gretchen Ross, Cfa attend?

Gretchen Ross, Cfa attended University Of Pittsburgh - Joseph M. Katz Graduate School Of Business, University Of Pittsburgh.

What skills is Gretchen Ross, Cfa known for?

Gretchen Ross, Cfa has skills like Financial Modeling, Financial Analysis, Valuation, Bloomberg, Equities, Derivatives, Fixed Income, Corporate Finance, Finance, Banking, Mutual Funds, Capital Markets.

Who are Gretchen Ross, Cfa's colleagues?

Gretchen Ross, Cfa's colleagues are Rebecca Mccormick, Cfp, Crps, Lori Harris, Michael O., Martin Gauba, Cima®, Lee Morris, Taylor L, Whitney Walker.

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