Jon Hicks Email & Phone Number
@morganstanley.com
2 phones found area 317
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Who is Jon Hicks? Overview
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Jon Hicks is listed as Vice President, Financial Advisor at Morgan Stanley, a with 94640 employees, based in Greater Indianapolis, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 317, and a matched LinkedIn profile for Jon Hicks.
Jon Hicks previously worked as Financial Advisor at Morgan Stanley and Analyst at Periculum Capital Company, Llc. Jon Hicks holds Bachelor Of Science - Bs, Accounting And Finance from Indiana University - Kelley School Of Business.
Email format at Morgan Stanley
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AeroLeads found 1 current-domain work email signal for Jon Hicks. Compare company email patterns before reaching out.
About Jon Hicks
I am a Financial Advisor with The 1816 Group at Morgan Stanley. Prior to Morgan Stanley, I served as an analyst for Periculum Capital Company for nearly three years, supporting the firm across all service areas. My experience there provided great exposure, training, and practical experience in analyzing financial statements, financial modeling, data analytics, and forecasting economic, industry, and company-specific trends.Prior to joining Periculum, I was a student at the Kelley School of Business at Indiana University, graduating with distinction from the Kelley Business Honors Program and the Hutton Honors College. While in school, I spent a considerable amount of time preparing for a career in financial service through both advanced coursework and service on the Executive Committee of the Investment Banking Workshop.My passion for being a Financial Advisor lies in helping my client’s define and seek to achieve their financial goals, seeking to help build their financial confidence. People generally have feelings of stress and anxiety about their financial situation, and it can often be a strain on marriages and other important relationships. I take great pride in helping my clients develop a financial plan so they can seek to build financial confidence, helping allow them to focus on other areas of their life.When it comes to interacting with clients, I spend a considerable amount of time helping educate them so that they can work to deeply understand financial strategies and how they fits into their financial picture. I focus on helping navigate emotions throughout the investing process, seeking to allow for clarity with decision making. I also advise on everyday finances, aiding clients on variety of decisions. With this guidance, I am able to help my client build confidence.
Listed skills include Leadership, Philanthropy, Teamwork, Public Speaking, and 9 others.
Jon Hicks's current company
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Jon Hicks work experience
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Financial Advisor
Current© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-1816-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.NMLS # 2216899
Analyst
Served as an Analyst of Periculum Capital Company, supporting the firm across all service areas.
Investment Banking Summer Analyst
• Completed a 9 week internship, gaining experience in Business Services, Healthcare and Industrial verticals Selected Transaction Experience: Project Lion o Represented an $80+ billion healthcare client interested in exploring options related to a misfit business segment o Constructed presentations on transaction structures, including spin-offs, split-offs, cross-border mergers, etc. o Analyzed equity research and developed perspectives on potential capital market impacts of transaction structures
Director Of Recruitment And Teaching Assistant
• Faculty-selected to participate in a rigorous program to prepare students for careers in investment banking• Coordinated extensive networking evaluation process involving 145 IBW members and 135 prospective candidates• Executed an investment banking-style super day interview process, selecting 73 students into the IBW Class of 2019• Appointed as 1 of 4 juniors to develop curriculum for classes, as well as teach and mentor the IBW Class of 2019
Executive Trip Planner And Volunteer
• Partnered with the St. Bernard Project on a service trip to New Orleans to rebuild houses destroyed by hurricanes• Engaged in leadership activities in New Orleans, enhancing personal skills and ability to implement positive change• Fundraised and attended club meetings in order to meet the requirements for traveling on the service trip
Make The Magic Coordinator, Outreach Coordinator, Camp Counselor, Volunteer
Camp Kesem is an organization that provides a free week of summer camp to children who have lost a parent to cancer, or currently have a parent with cancer. Camp Kesem is a place where these children can meet people going through the same things that they are, as well as have a week where they can simply be a kid again. I am a member of the Camp Kesem Indiana University chapter, and my involvement includes:• In charge of Camp Kesem IU’s largest annual fundraiser; Make the Magic 2016• Generated $4,272 in a 5 month period as a part of CKIU’s $78,664 raised in a 9 month period (during the 2014-2015 school year)• Volunteered as a camp counselor for Camp Kesem’s 2015, 2016 and 2017 summer camp• Organized Hoops for Hope 2015 as a part of the Development Commitee
Investment Banking Summer Analyst
• Performed industry research, valuation and potential buyer analysis in the pitch to sell a hydroponics company • Turned CAs for potential buyers of an elevated storage tank company and answered company specific questions• Developed pitch materials and won the mandate to sell a company in the waste management service industry
Summer Intern
• Analyzed accounts for the clients of Robert Mark Linden, one of Morgan Stanley’s top Indiana producers• Created an Excel template designed to analyze the diversification, returns, risk, and trends of clients’ portfolios• Interacted with clients by answering phone calls as well as presenting my findings from the Excel modeling• Researched and compiled a portfolio of 12 growth stocks, then pitched this portfolio in client meetings
Volunteer
The summer before I began attending Indiana University, I was lucky enough to travel to an orphanage in Haiti for one week. I spent my week in Neply, Haiti, a small village of 2,500 people. While in Haiti, I:• Taught orphans and other Haitian children basic English phrases and words• Participated in feeding programs for all of the children in the village• Led a Basketball camp as well as a Lacrosse camp for the village• Assisted children with special needs in daily activities such as eating, drinking, etc.• Performed chores throughout the community such as doing laundry and dishes by hand in order to give residents time to do other activities such as learn English
Owner And Operator
I used my Dad's Ford F250 and BOSS Snow Plow to start a snow removal business. My involvement with Giving Back Snow Removal was:• Sold contracts to 28 customers, agreeing to install driveway stakes and remove snow from driveways and walkways when accumulation totaled 3 inches or more• Generated over $9,000 in revenue over a 4 month period• Donated 10% of all revenue to Safe Families of Indiana
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
Pauline Rathni Grace
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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Hannah Allen
Colleague at Morgan StanleyGreater Sydney Area, Australia
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Sarah Kopp
Colleague at Morgan StanleyDenver, Colorado, United States
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Sameh Mousa
Colleague at Morgan StanleyVauxhall, New Jersey, United States
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Lakshman Misra
Colleague at Morgan StanleyNew York, United States
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TJ
Tyler Jones
Colleague at Morgan StanleySan Mateo, California, United States
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Nina Benson
Colleague at Morgan StanleyNew York, United States
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Apurva Bamne
Colleague at Morgan StanleyMumbai, Maharashtra, India
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Curtis Nelson, Cpwa®, Crps®
Colleague at Morgan StanleyGreater Philadelphia, United States
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Alan Yiu
Colleague at Morgan StanleyLondon, England, United Kingdom
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Jon Hicks education
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Indiana University - Kelley School Of Business
Frequently asked questions about Jon Hicks
Quick answers generated from the profile data available on this page.
What company does Jon Hicks work for?
Jon Hicks works for Morgan Stanley.
What is Jon Hicks's role at Morgan Stanley?
Jon Hicks is listed as Vice President, Financial Advisor at Morgan Stanley.
What is Jon Hicks's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Jon Hicks at Morgan Stanley.
What is Jon Hicks's phone number?
AeroLeads has found 2 phone signal(s) with area code 317 for Jon Hicks at Morgan Stanley.
Where is Jon Hicks based?
Jon Hicks is based in Greater Indianapolis, United States while working with Morgan Stanley.
What companies has Jon Hicks worked for?
Jon Hicks has worked for Morgan Stanley, Periculum Capital Company, Llc, Lazard, Kelley School Of Business - Investment Banking Workshop, and Youth Advocate Leadership And Learning (Y'All).
Who are Jon Hicks's colleagues at Morgan Stanley?
Jon Hicks's colleagues at Morgan Stanley include Pauline Rathni Grace, Hannah Allen, Sarah Kopp, Sameh Mousa, and Lakshman Misra.
How can I contact Jon Hicks?
You can use AeroLeads to view verified contact signals for Jon Hicks at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Jon Hicks attend?
Jon Hicks holds Bachelor Of Science - Bs, Accounting And Finance from Indiana University - Kelley School Of Business.
What skills is Jon Hicks known for?
Jon Hicks is listed with skills including Leadership, Philanthropy, Teamwork, Public Speaking, Microsoft Excel, Customer Service, Organization Skills, and Time Management.
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