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Ian Smith Email & Phone Number
PWM Client Service Associate
at
Morgan Stanley
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
PWM Client Service Associate
Location
Potomac, Maryland, United States
Company size
Who is Ian Smith? Overview
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Quick answer
Ian Smith is listed as PWM Client Service Associate at Morgan Stanley, a with 94640 employees, based in Potomac, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Ian Smith.
Ian Smith previously worked as Wealth Management Intern at Morgan Stanley and Recruitment Director at Zeta Beta Tau Fraternity. 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
8 roles
Ian Smith work experience
A career timeline built from the work history available for this profile.
Wealth Management Intern
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 quarter of the fiscal year
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 client leads
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 →
ET
Ellen(Mengyue) Teng
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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SK
Stephanie Koltas
Colleague at Morgan StanleyMarlboro, New Jersey, United States
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GW
Gale Wolfenbarger
Colleague at Morgan StanleySouth Jordan, Utah, United States
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RJ
Roshni Jewbali
Colleague at Morgan StanleyNew York, United States
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UK
Utkarsh Kansal
Colleague at Morgan StanleyAlpharetta, Georgia, United States
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IZ
Ian Zinn
Colleague at Morgan StanleyWashington Dc-Baltimore Area, United States
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JB
Jason Belgrod
Colleague at Morgan StanleyShort Hills, New Jersey, United States
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AS
Angus Stewart
Colleague at Morgan StanleyGlasgow, Scotland, United Kingdom
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SB
Sheila Beaujour
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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VT
Vandana Talreja
Colleague at Morgan StanleyMumbai, Maharashtra, India
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Ellen(Mengyue) Teng
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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SK
Stephanie Koltas
Colleague at Morgan StanleyMarlboro, New Jersey, United States
View →
GW
Gale Wolfenbarger
Colleague at Morgan StanleySouth Jordan, Utah, United States
View →
RJ
Roshni Jewbali
Colleague at Morgan StanleyNew York, United States
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UK
Utkarsh Kansal
Colleague at Morgan StanleyAlpharetta, Georgia, United States
View →
IZ
Ian Zinn
Colleague at Morgan StanleyWashington Dc-Baltimore Area, United States
View →
JB
Jason Belgrod
Colleague at Morgan StanleyShort Hills, New Jersey, United States
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AS
Angus Stewart
Colleague at Morgan StanleyGlasgow, Scotland, United Kingdom
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SB
Sheila Beaujour
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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VT
Vandana Talreja
Colleague at Morgan StanleyMumbai, Maharashtra, India
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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 PWM Client Service Associate 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 Ellen(Mengyue) Teng, Stephanie Koltas, Gale Wolfenbarger, Roshni Jewbali, and Utkarsh Kansal.
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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