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Ian Smith Email & Phone Number
Wealth Management Intern
at
Morgan Stanley
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Intern
Location
Potomac, Maryland, United States
Company size
Who is Ian Smith? Overview
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Quick answer
Ian Smith is listed as Wealth Management Intern at Morgan Stanley, a company with 94640 employees, based in Potomac, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Ian Smith.
Ian Smith previously worked as Recruitment Director at Zeta Beta Tau Fraternity and Business Development Intern | VMware at Carahsoft. Ian Smith holds Finance, Junior from Indiana University - Kelley School Of Business.
Company email context
Email format at Morgan Stanley
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Morgan Stanley
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Profile bio
About Ian Smith
As a dedicated and ambitious student currently pursuing a Bachelor’s Degree in Finance and Professional Sales at Indiana University Kelley School of Business, I am passionate about understanding the complexities of the financial world and applying this knowledge to real-world challenges. Through my experiences as a student at Indiana University and my work as Recruitment Director of the Zeta Beta Tau - Beta Gamma Chapter, I have developed strong organizational, leadership, and communication skills.My interest primarily lies in areas such as investment banking, financial analysis, and wealth management. I am continually seeking opportunities to apply my analytical skills and knowledge in finance to solve problems, innovate, and contribute to the growth of an organization.
Current workplace
Ian Smith's current company
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Morgan Stanley
7 roles
Ian Smith work experience
A career timeline built from the work history available for this profile.
Recruitment Director
- Design and manage rush events, achieving robust attendance and membership- Create and execute community outreach and fundraising initiatives, raising $7,000+ for cancer non-profit- Coordinate and manage the annual Holiday Toy Drive
Aug 2023 - Nov 2024
Business Development Intern | Vmware
- Targeted 200+ VMware clients registering 25% for a new partners’ benefit program webinar- Attended Weekly Forecast Calls and Team Meetings regarding quarterly procurement goals- Researched client and industry data to support growth initiatives, leveraging CRM and business intelligence tools for strategic insights- compiled expense report for the 4th.
May 2024 - Aug 2024
Ubs Private Wealth Management Winter Intern
- Shadowed a financial advisor at client meetings and strategic planning sessions, gaining deep insights into private wealth management- Discussed transaction insights and portfolio updates with HNW clients, aiding decisions on a $2.8B portfolio- Researched target companies’ boards and executives, creating a detailed Excel database of 50 high-potential.
Dec 2023 - May 2024
Coach/Camp Counselor
- Coached and taught campers fundamentals for multi-sport camp - Conducted age appropriate drills, games and sports- Assisted the camp director and coaches with the daily operations of summer camp
Jun 2021 - Aug 2023
Instructor
- Initiated and led physical activities with teens with developmental and physical disabilities - Engaged in fundraising activities
Nov 2020 - Mar 2022
Basketball Coach
Maryland Basketball Academy - Mba
- Taught campers fundamental basketball skills- Led team building and sportsmanship exercises
May 2018 - Aug 2021
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
JR
Justin R. Fuery
Colleague at Morgan StanleyGreater Boston, United States
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MB
Madhulika Bodducherla
Colleague at Morgan StanleyBengaluru, Karnataka, India, India
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Y-
Yukti -
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
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BK
Balázs Kardos
Colleague at Morgan StanleyHungary, Hungary
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RH
Richard Hirsch
Colleague at Morgan StanleyBirmingham, Alabama, United States, United States
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ST
Shivam Trehan
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
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ST
Serene Tan
Colleague at Morgan StanleySingapore, Singapore
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AT
Audrey Tan
Colleague at Morgan StanleySingapore, Singapore
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LM
Louise Mylott
Colleague at Morgan StanleyGreater Sydney Area, Australia
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JM
Julian Mansilla
Colleague at Morgan StanleyNew York, New York, United States, United States
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Justin R. Fuery
Colleague at Morgan StanleyGreater Boston, United States
View →
MB
Madhulika Bodducherla
Colleague at Morgan StanleyBengaluru, Karnataka, India, India
View →
Y-
Yukti -
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
View →
BK
Balázs Kardos
Colleague at Morgan StanleyHungary, Hungary
View →
RH
Richard Hirsch
Colleague at Morgan StanleyBirmingham, Alabama, United States, United States
View →
ST
Shivam Trehan
Colleague at Morgan StanleyMumbai, Maharashtra, India, India
View →
ST
Serene Tan
Colleague at Morgan StanleySingapore, Singapore
View →
AT
Audrey Tan
Colleague at Morgan StanleySingapore, Singapore
View →
LM
Louise Mylott
Colleague at Morgan StanleyGreater Sydney Area, Australia
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JM
Julian Mansilla
Colleague at Morgan StanleyNew York, New York, United States, United States
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2 education records
Ian Smith education
Finance, Junior
Education record
FAQ
Frequently asked questions about Ian Smith
Quick answers generated from the profile data available on this page.
What company does Ian Smith work for?
Ian Smith works for Morgan Stanley.
What is Ian Smith's role at Morgan Stanley?
Ian Smith is listed as Wealth Management Intern at Morgan Stanley.
Where is Ian Smith based?
Ian Smith is based in Potomac, Maryland, United States while working with Morgan Stanley.
What companies has Ian Smith worked for?
Ian Smith has worked for Morgan Stanley, Zeta Beta Tau Fraternity, Carahsoft, Ubs, and Koa Sports League.
Who are Ian Smith's colleagues at Morgan Stanley?
Ian Smith's colleagues at Morgan Stanley include Justin R. Fuery, Madhulika Bodducherla, Yukti -, Balázs Kardos, and Richard Hirsch.
How can I contact Ian Smith?
You can use AeroLeads to view verified contact signals for Ian Smith at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Ian Smith attend?
Ian Smith holds Finance, Junior from Indiana University - Kelley School Of Business.
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