Mike Hoang

Mike Hoang Email and Phone Number

Assistant Vice President, Group Director at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Mike Hoang's Location
San Francisco Bay Area, United States
Mike Hoang's Contact Details

Mike Hoang work email

Mike Hoang personal email

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About Mike Hoang

Mike began his career in the financial industry at Wells Fargo Bank as a Personal Banker in 2006. Where he achieved 1st tier accolades for over 5 quarters before he joined Wells Fargo Investments as a Financial Consultant Associate (FCA).As a FCA he joined a large team at Wells Fargo Investments and obtained all the necessary securities licenses (Series 7, Series 66) and California life insurance certification.Soon after, Mike and team moved over to Morgan Stanley in 2010, now known as “The Skyline Wealth Management Group at Morgan Stanley," Mike is now the Group Director of The Skyline Wealth Management Group. As a Group Director, Mike's focuses are client services, managing staff, overseeing team coordination, marketing and business development.

Mike Hoang's Current Company Details
Morgan Stanley

Morgan Stanley

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Assistant Vice President, Group Director at Morgan Stanley
new york, new york, united states
Employees:
78669
Mike Hoang Work Experience Details
  • Morgan Stanley
    Assistant Vice President - Group Director
    Morgan Stanley Jan 2022 - Present
    San Jose, California, United States
    ©2023 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 trading strategy.The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.CA Insurance License #: 0G52077
  • Morgan Stanley
    Group Director
    Morgan Stanley Aug 2019 - Jan 2022
    San Jose
    Oversees development and implementation of business strategies with a focus on client services, staff oversite, team coordination, marketing, business engagement and development.
  • Morgan Stanley
    Wealth Management Analyst
    Morgan Stanley Sep 2017 - Jul 2019
    San Jose, California
    • Designs and produces strategy reports and other types of communications for Advisors to use with clients and prospects as part of the overall marketing initiative• Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools• Independently improves and streamlines the service model and operational procedures for the team• Identifies practice management opportunities through various Firm channels• Independently assists clients with market and stock research• Independently develops, implements, and communicates new procedures, products, and portfolio enhancements to high net worth clients• Prepares performance measurement for clients, which involves computing account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors• Develops presentation materials and proposals to assist Advisors in obtaining clients’ business
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jul 2014 - Aug 2017
    San Jose
  • Morgan Stanley
    Sr. Registered Csa
    Morgan Stanley Oct 2010 - Jun 2014
    San Jose
  • Wells Fargo Investments
    Registered Brokerage Associate
    Wells Fargo Investments Oct 2007 - Oct 2010
  • Wells Fargo
    Personal Banker
    Wells Fargo Mar 2006 - Oct 2007
  • C&J Marketing
    Sales Manager
    C&J Marketing Aug 2003 - Dec 2006

Frequently Asked Questions about Mike Hoang

What company does Mike Hoang work for?

Mike Hoang works for Morgan Stanley

What is Mike Hoang's role at the current company?

Mike Hoang's current role is Assistant Vice President, Group Director at Morgan Stanley.

What is Mike Hoang's email address?

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What is Mike Hoang's direct phone number?

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Who are Mike Hoang's colleagues?

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