Joel Bodner

Joel Bodner Email and Phone Number

Senior Vice President - Financial Advisor & Portfolio Management Director at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Joel Bodner's Location
New York, New York, United States, United States
Joel Bodner's Contact Details
About Joel Bodner

Experienced Vice President Finance with a demonstrated history of working in the financial services industry. Skilled in Investor Relations, Analytical Skills, Securities, Asset Management, and Fund Of Funds. Strong finance professional with a Master of Business Administration (M.B.A.) focused in Investments and Finance - Zicklin School of Business from Baruch College, City University of New York (CUNY).

Joel Bodner's Current Company Details
Morgan Stanley

Morgan Stanley

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Senior Vice President - Financial Advisor & Portfolio Management Director at Morgan Stanley
new york, new york, united states
Website:
morganstanley.com
Employees:
78669
Joel Bodner Work Experience Details
  • Morgan Stanley
    Senior Vice President - Portfolio Management Director
    Morgan Stanley Mar 2022 - Present
    Nyc & Long Island
    Senior Portfolio Management DirectorFinancial Advisor
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  • Morgan Stanley
    Senior Vice President
    Morgan Stanley Mar 2022 - Present
    Nyc & Long Island
    View
  • J.P. Morgan
    Senior Vice President - Financial Advisor
    J.P. Morgan Feb 2015 - Mar 2022
    Nyc
    Portfolio ManagerFinancial Advisor
    View
  • Fusion Family Wealth, Llc
    Senior Wealth Advisor
    Fusion Family Wealth, Llc Nov 2013 - Feb 2015
    Greater New York City Area
    View
  • Ubs Financial Services Inc.
    Investment Associate
    Ubs Financial Services Inc. May 2008 - Nov 2013
    View
  • Morgan Stanley
    Investment Associate
    Morgan Stanley Sep 2003 - May 2008
    Nyc
    View

Joel Bodner Skills

Investments Financial Services Asset Management Corporate Finance Strategic Planning Valuation Private Equity Financial Modeling Investor Relations Trading Real Estate Securities Asset Allocation Capital Markets Customer Satisfaction Fixed Income Financial Reporting Investment Management Analysis Microsoft Excel Portfolio Management Fund Of Funds Mergers And Acquisitions Investment Properties Real Estate Development

Joel Bodner Education Details

Frequently Asked Questions about Joel Bodner

What company does Joel Bodner work for?

Joel Bodner works for Morgan Stanley

What is Joel Bodner's role at the current company?

Joel Bodner's current role is Senior Vice President - Financial Advisor & Portfolio Management Director at Morgan Stanley.

What is Joel Bodner's email address?

Joel Bodner's email address is jo****@****gan.com

What is Joel Bodner's direct phone number?

Joel Bodner's direct phone number is +151637*****

What schools did Joel Bodner attend?

Joel Bodner attended Baruch College, City University Of New York (Cuny), Touro College.

What are some of Joel Bodner's interests?

Joel Bodner has interest in Children.

What skills is Joel Bodner known for?

Joel Bodner has skills like Investments, Financial Services, Asset Management, Corporate Finance, Strategic Planning, Valuation, Private Equity, Financial Modeling, Investor Relations, Trading, Real Estate, Securities.

Who are Joel Bodner's colleagues?

Joel Bodner's colleagues are Ryan Glover, Judith(Judy) Joy, Vladislav Simin, Mary Perrone, Lisa Dodge, Ashok Agarwal, Jorge Lacott.

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