Nicholas Sorenson

Nicholas Sorenson Email and Phone Number

Wealth Management @ Morgan Stanley | Financial Advisory | BYU @ Morgan Stanley
new york, new york, united states
Nicholas Sorenson's Location
Provo, Utah, United States, United States
About Nicholas Sorenson

Nicholas Sorenson is a Wealth Management @ Morgan Stanley | Financial Advisory | BYU at Morgan Stanley. They is proficient in Spanish.

Nicholas Sorenson's Current Company Details
Morgan Stanley

Morgan Stanley

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Wealth Management @ Morgan Stanley | Financial Advisory | BYU
new york, new york, united states
Website:
morganstanley.com
Employees:
78669
Nicholas Sorenson Work Experience Details
  • Morgan Stanley
    Wealth Management Intern
    Morgan Stanley Aug 2024 - Present
    Salt Lake City Metropolitan Area
    - Directed $650M AUM of personalized financial plans for high-net-worth clients- Acquired 20+ 401(k) plans for corporate clients, ensuring compliance with regulatory standards- Onboarded 15+ clients, managing comprehensive documentation and tailoring portfolios to clientele
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  • Brigham Young University Marriott School Of Business
    Client Success Specialist
    Brigham Young University Marriott School Of Business Dec 2023 - Present
    Provo, Utah, United States
    - 95% client retention by holding strategic meetings to build 1:1 relationships w/ 20+ interdisciplinary associations- 99% satisfaction rate through utilizing task management software to track 200+ events for 75+ companies- Optimized training time by 25% through innovative design of a new infrastructure
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  • Timpanogos Hiking Co.
    Sales And Marketing Specialist
    Timpanogos Hiking Co. Aug 2023 - Jan 2024
    Provo, Utah, United States
    View
  • Byu Law School
    Administrative Assistant
    Byu Law School Aug 2023 - Jan 2024
    Provo, Utah, United States
    View
  • Miller Research
    Executive Assistant
    Miller Research Aug 2023 - Sep 2023
    Acequia, Idaho, United States
    • Developed statistic analytical skills through experiments and research• Helped to coordinate multifaceted events for agricultural businesses• Gained key insight into business management and operation systems• Acquired indispensable information regarding agriculture and ag-business
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Nicholas Sorenson Education Details

Frequently Asked Questions about Nicholas Sorenson

What company does Nicholas Sorenson work for?

Nicholas Sorenson works for Morgan Stanley

What is Nicholas Sorenson's role at the current company?

Nicholas Sorenson's current role is Wealth Management @ Morgan Stanley | Financial Advisory | BYU.

What schools did Nicholas Sorenson attend?

Nicholas Sorenson attended Brigham Young University.

Who are Nicholas Sorenson's colleagues?

Nicholas Sorenson's colleagues are Min Han, Cfa, Jeffrey Lin, Adil Nussipov, Bobby Marlin, Ian Zinn, Qianwen Hu, Michael O'connell.

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