Ian Friend

Ian Friend Email and Phone Number

Wealth Management Analyst @ Morgan Stanley
San Diego, CA, US
Ian Friend's Location
San Diego, California, United States, United States
Ian Friend's Contact Details

Ian Friend personal email

n/a
About Ian Friend

Registered Wealth Management Client Associate with a demonstrated history in the finance industry. A self-driven top performer in all lines of business. Awarded top sales performer & customer satisfaction.

Ian Friend's Current Company Details
Morgan Stanley

Morgan Stanley

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Wealth Management Analyst
San Diego, CA, US
Website:
morganstanley.com
Employees:
94640
Company phone:
(212)761-4000
Ian Friend Work Experience Details
  • Morgan Stanley
    Wealth Management Analyst
    Morgan Stanley
    San Diego, Ca, Us
    View
  • Morgan Stanley
    Wealth Management Associate
    Morgan Stanley Aug 2022 - Present
    New York, Ny, Us
    View
  • Bank Of America Merrill Lynch
    Registered Wealth Management Client Associate
    Bank Of America Merrill Lynch Aug 2021 - Aug 2022
    Charlotte, Nc, Us
    View
  • Bank Of America Merrill Lynch
    Relationship Manager & Lending Specialist
    Bank Of America Merrill Lynch Apr 2019 - Aug 2021
    Charlotte, Nc, Us
    View
  • Bank Of America Merrill Lynch
    Relationship Banker
    Bank Of America Merrill Lynch Oct 2018 - Apr 2019
    Charlotte, Nc, Us
    View
  • Bank Of America Merrill Lynch
    Client Service Representative
    Bank Of America Merrill Lynch Mar 2017 - Oct 2018
    Charlotte, Nc, Us
    View
  • Clover Stornetta Farms, Inc.
    Warehouse Specialist
    Clover Stornetta Farms, Inc. Sep 2015 - Jan 2017
    Petaluma, Ca, Us
    View
  • Mc'Nears Dinner & Saloon
    Management , Host/ Server, Bartender
    Mc'Nears Dinner & Saloon 2013 - 2015
    Head of Security: Manage employees scheduling & requested time off, Correlate with hospitality and band managers, staffing events, provide excellent customer service Host/server & Bartender: Provide excellent customer service, set up and close down bar/ restaurant, sell tickets for concerts.
  • Micheals Arts & Crafts
    Sales Associate
    Micheals Arts & Crafts 2010 - 2012
    Work cash register, stock product, help customers locate products and provide information on what product works best for their needs.
    View

Ian Friend Skills

Leadership Teamwork Banking Problem Solving Communication Retail Banking Client Services Credit Finance Time Management Sales

Ian Friend Education Details

  • Santa Rosa Junior College
    Santa Rosa Junior College
    And Related Support Services
  • Casa Grade High School
    Casa Grade High School
    High School

Frequently Asked Questions about Ian Friend

What company does Ian Friend work for?

Ian Friend works for Morgan Stanley

What is Ian Friend's role at the current company?

Ian Friend's current role is Wealth Management Analyst.

What is Ian Friend's email address?

Ian Friend's email address is ia****@****ica.com

What schools did Ian Friend attend?

Ian Friend attended Santa Rosa Junior College, Casa Grade High School.

What skills is Ian Friend known for?

Ian Friend has skills like Leadership, Teamwork, Banking, Problem Solving, Communication, Retail Banking, Client Services, Credit, Finance, Time Management, Sales.

Who are Ian Friend's colleagues?

Ian Friend's colleagues are Rebecca Kim, Emilio Rivas Avalos, Min Han, Cfa, Juliana Pires, Roxanne Duennebeil, Richa Agarwal, Anthony J. Leo.

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