Isaac Fendrick
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Isaac Fendrick Email & Phone Number

Private Wealth Management Analyst at Morgan Stanley
Location: New York, New York, United States 7 work roles 3 schools
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Current company
Role
Private Wealth Management Analyst
Location
New York, New York, United States
Company size

Who is Isaac Fendrick? Overview

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Quick answer

Isaac Fendrick is listed as Private Wealth Management Analyst at Morgan Stanley, a company with 442 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Isaac Fendrick.

Isaac Fendrick previously worked as Internal Wholesaler at Pgim Investments and Selected Member at Kelley Global Sales Workshop. Isaac Fendrick holds Bachelor Of Science - Bs, Finance, General 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 Isaac Fendrick

Following my recent graduation from Indiana University’s Kelley School of Business, I am currently working for PGIM Investments in the role of a Internal Wholesaler.

Listed skills include Leadership, Accountability, Teamwork, Data Analysis, and 6 others.

Current workplace

Isaac Fendrick's current company

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Morgan Stanley
Morgan Stanley
Private Wealth Management Analyst
Philadelphia, PA, US
Employees
442
AeroLeads page
7 roles

Isaac Fendrick work experience

A career timeline built from the work history available for this profile.

Private Wealth Management Analyst

Philadelphia, PA, US

Internal Wholesaler

Current

Newark, New Jersey, United States

Jul 2023 - Present

Selected Member

Indiana University - Bloomington

  • The Global Sales Workshop develops young professionals into the skilled sales leaders of tomorrow through offering corporate organizational structure, innovative sales training and professional development by corporate.
  • Admitted into an organization with an acceptance rate of 22% that is comprised of 50 students focused on developing and practicing effective professional selling skills during biweekly meetings
  • Establish relationships with 30 prestigious corporate partners during sales competitions and networking events
  • Placed 1st in my group of six competitors in the Pre-National Team Selling Competition hosted by 3M and Altria on September 30, 2021, by utilizing the SPIN sales technique to address customer wants and needs.
Nov 2020 - May 2023

Sales Intern

Mt. Laurel, New Jersey, United States

  • Gallagher has been a global leader in insurance, risk management and consulting services since first opening in 1927.
  • Joined Gallagher’s Property and Casualty team for a 10-week, “Top 100 Internship” program that involved weekly sales challenges, daily shadowing, and frequent travel with producers to meet with prospects, progressing.
  • Networked with approximately 480 interns and several key executives at Gallagher’s annual intern orientation, held at its headquarters in Rolling Meadows, IL
  • Placed 2nd out of 26 teams at Gallagher’s Northeast sales competition by utilizing skills in listening, storytelling, and relationship building to uncover coverage gaps in a prosects current insurance policies and.
Jun 2022 - Aug 2022

Capital Markets Intern

Fort Washington, Pennsylvania, United States

  • NewRez is a mortgage lender that aims to combine mortgage expertise, financial strength and product innovation. As a member of its inaugural D.R.I.V.E Internship, I worked on a team within the capital markets.
  • Completed four different mortgage related projects in topics regarding competitor pricing, SPEC trading, credit triggers, and delivery defects, progressing my capabilities in Microsoft Excel and SQL, while also.
  • Worked on a team of three, developing my collaboration skills and ability to report to a supervisor
May 2021 - Aug 2021

Food Server And Busser

Ventnor City, New Jersey, United States

  • As a food server and busser for Philomena Santucci -- an Italian food franchise with a newly opened location in Ventnor City, New Jersey -- I was responsible for being the connection between our restaurants inner.
  • Maintained and recommended safety precautions to maximize customer safety while eating indoors during the Covid-19 pandemic
  • Demonstrated my multi-tasking abilities by working full days in various positions as the pandemic caused numerous employees to focus on their personal and family’s health
May 2020 - Aug 2020

Camp Counselor

Margate City, New Jersey, United States

  • Along with the assistance of my co-counselors, I was in charge of a bunk of third graders at a day camp down the Jersey shore. It was my role to guide and teach certain activities with the campers, while also.
  • Earned the award of Counselor of the Week in Week 5 of camp after showing proficient leadership and responsibility for a first year counselor
  • Entrusted by camper's parents as evidenced by being hired for evening and weekend babysitting jobs
  • Completed a fun-filled summer by leading a Color War team to victory and avoiding any injuries or mishaps
Jun 2019 - Aug 2019
Team & coworkers

Colleagues at Morgan Stanley

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3 education records

Isaac Fendrick education

Bachelor Of Science - Bs, Finance, General

Activities and Societies: • Global Sales Workshop • Phi Eta Sigma National Honor Society • American Marketing Association (AMA) • Sigma.

Bachelor Of Science - Bs, Finance, General, Junior

Continued my pursuit of an undergraduate Bachelor's degree in Finance through studying abroad in Barcelona, Spain. The courses I completed.

High School Diploma, 3.9/4.0

Activities and Societies: • Student Government - Secretary • Student Council Officer - Secretary • National Honor Society Member • Spanish.

FAQ

Frequently asked questions about Isaac Fendrick

Quick answers generated from the profile data available on this page.

What company does Isaac Fendrick work for?

Isaac Fendrick works for Morgan Stanley.

What is Isaac Fendrick's role at Morgan Stanley?

Isaac Fendrick is listed as Private Wealth Management Analyst at Morgan Stanley.

Where is Isaac Fendrick based?

Isaac Fendrick is based in New York, New York, United States while working with Morgan Stanley.

What companies has Isaac Fendrick worked for?

Isaac Fendrick has worked for Morgan Stanley, Pgim Investments, Kelley Global Sales Workshop, Gallagher, and Newrez Llc.

Who are Isaac Fendrick's colleagues at Morgan Stanley?

Isaac Fendrick's colleagues at Morgan Stanley include Dong C, Joe Gill, Nadine Narcisi, Tanya Fitz, and Rob Hall.

How can I contact Isaac Fendrick?

You can use AeroLeads to view verified contact signals for Isaac Fendrick at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Isaac Fendrick attend?

Isaac Fendrick holds Bachelor Of Science - Bs, Finance, General from Indiana University - Kelley School Of Business.

What skills is Isaac Fendrick known for?

Isaac Fendrick is listed with skills including Leadership, Accountability, Teamwork, Data Analysis, Spreadsheets, Microsoft Excel, Time Management, and Team Leadership.

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