John J. Lim

John J. Lim Email and Phone Number

Wealth Management Associate at Morgan Stanley @ Morgan Stanley
new york, new york, united states
John J. Lim's Location
Washington DC-Baltimore Area, United States
John J. Lim's Contact Details

John J. Lim personal email

n/a
About John J. Lim

20 years of experience in financial analytics and business operations in collaborating with cross-functional teams for organizational impact, client services and management, product design, development, and marketing, domestic & global manufacturing, and solving complex high-stakes problems for continuous improvement and team success.

John J. Lim's Current Company Details
Morgan Stanley

Morgan Stanley

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Wealth Management Associate at Morgan Stanley
new york, new york, united states
Employees:
78669
John J. Lim Work Experience Details
  • Morgan Stanley
    Wealth Management Associate
    Morgan Stanley Aug 2019 - Present
    Washington, District Of Columbia, United States
    Joined The Sexton Group, a five consecutive year Forbes Top Ranked advisory team, performing high-level business activities, financial planning, assisting in safeguarding Ultra High Net Worth (UHNW) clients’ assets, and supporting operational and branch functions.
  • Morgan Stanley
    Registered Associate
    Morgan Stanley Feb 2017 - Present
    Washington D.C. Metro Area
    Fully licensed financial professional in Wealth Management servicing high net-worth clients and institutions providing full firm services, banking & lending, and financial solutions.
  • New York Life Insurance Company
    Financial Services Professional
    New York Life Insurance Company Jun 2014 - Sep 2016
    Waltham, Ma
    Licensed agent to sell insurance through New York Life Insurance Company and licensed with various other independent unaffiliated insurance companies; a Registered Representative of securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC)
  • Korus Co Inc
    Director Of Operations
    Korus Co Inc Apr 2002 - Nov 2013
    San Jose, Ca
    Manufacturer and wholesaler for luggage and travel gear in business since 1986. Known for superb quality and competitive prices in mid-to-low income schools and universities, small-to-medium independent retail and promotional product industries. Known brands include Western Pack and Doumi products. Managed all aspects of operational processes to ensure productive and efficient workflow. Facilitated domestic and overseas trade negotiations.

John J. Lim Skills

Leadership Product Marketing Financial Advisory Team Building E Commerce Financial Consulting Retail Retirement Planning Sales Financial Planning Global Sourcing Iras Business Development Supply Chain Management Investments Negotiation Competitive Analysis Variable Annuities Team Leadership Merchandising Strategic Planning Textiles Product Design Investment Advisory Financial Services Sales Management Life Insurance Wealth Management Mutual Funds Business Planning Operations Management Entrepreneurship Microsoft Excel Marketing New Business Development Production Managment Manufacturing Customer Service Financial Analysis Contract Negotiation Wholesale Operations Procurement Business Strategy Management Retirement Solutions Import Export Marketing Strategy Analysis Retail Marketing 401 Retirement Savings Plans

John J. Lim Education Details

Frequently Asked Questions about John J. Lim

What company does John J. Lim work for?

John J. Lim works for Morgan Stanley

What is John J. Lim's role at the current company?

John J. Lim's current role is Wealth Management Associate at Morgan Stanley.

What is John J. Lim's email address?

John J. Lim's email address is jo****@****ife.com

What schools did John J. Lim attend?

John J. Lim attended Bentley University, Georgetown Preparatory School.

What are some of John J. Lim's interests?

John J. Lim has interest in Arts, Performing Arts, Tennis, Golf, Travel.

What skills is John J. Lim known for?

John J. Lim has skills like Leadership, Product Marketing, Financial Advisory, Team Building, E Commerce, Financial Consulting, Retail, Retirement Planning, Sales, Financial Planning, Global Sourcing, Iras.

Who are John J. Lim's colleagues?

John J. Lim's colleagues are Stacy S., Hiroki Tada, Pulkit Walia, Darla Slagowski, Brian R. Larson, Cfa, Damian Lockhart Crpc®, David Einstein.

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