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Member of the MS Private Wealth Management leadership team focusing on ultra high net worth client segmentation and platform expansion/improvement

Member of the MS Private Wealth Management leadership team with a focus on initiatives to expand the capabilities of the MS PWM advisor platform.

Portfolio analyst on a Private Wealth Management team. Created client asset allocations, modeled portfolio sensitivity to market shocks, executed an array of domestic and foreign equity, fixed income, and derivative transactions, used knowledge of entity structures and taxation to maximize after tax returns for clients.