Registered Client Service Associate
CurrentFully registered with SIE, Series 7, and Series 66 passed in 4 months.
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@morganstanley.com
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Nick Kowalczyk is listed as Registered Client Service Associate at Morgan Stanley at Morgan Stanley, a with 501 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Nick Kowalczyk.
Nick Kowalczyk previously worked as Registered Client Service Associate at Morgan Stanley and Wealth Management Intern at Morgan Stanley. Nick Kowalczyk holds Bachelor Of Business Administration - Bba, Accounting And Finance from Dominican University.
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AeroLeads found 1 current-domain work email signal for Nick Kowalczyk. Compare company email patterns before reaching out.
Hi! My name is Nick. I graduated summa cum laude from Dominican University with a degree in Accounting and Finance. I am a fully registered associate at Morgan Stanley with my SIE, S7, and S66. I’m interested in developing my career and looking for a place that will allow me to make use of my leadership experience, innate curiousity, and strong commitment to the achievement of a team’s goals.
Listed skills include Leadership, Mathematics, Microsoft Office, Accounting, and 6 others.
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A career timeline built from the work history available for this profile.
New York, Ny, Us
Fully registered with SIE, Series 7, and Series 66 passed in 4 months.
New York, Ny, Us
• Executed tasks such as submitting expenses, strategizing with team to meet compliance needs and year end deadlines for the Stanek Group• Conducted market research on the performance of various investments to assist with decision making on trades and to inform clients on their portfolio• Mailed marketing material packages including flyers, gifts, and event invitations to spread awareness of services and maintain client relationships
• Implemented a new centralized POS system for local home-goods retailer, allowing the company to affordably accept credit card sales• Created and oversaw an inventory management system that organizes and tracks over 5,000 products• Set up back-end hardware and software in order to track sales, manage inventory, ship products, and generate reports• Built an eCommerce website allowing for online sales, effectively increasing customer base by over 66%Click "view" after hitting the link below to visit the website I built!
• Recognized with the first ever “One to Watch” Award and Scholarship at FEI Chicago, for promising future finance executives• Received mentorship and networked with young professionals in finance to develop resume, cover letter, and interview skills
Chicago, Il, Us
• In depth research and analysis of SALT issues using specialized databases, such as Wolters Kluwer CCH• Utilization of GoSystems tax software in the completion of state tax returns, income apportionment, and other filings• Working with experienced team members to develop client facing and technical skills by calling states' D.O.R. and participating in software and Excel training programs
• Independently plan, organize, and execute training routines for athletes of varying ages, from 7 to 18• Forming game plans and provide support with logistics as a team coordinator to better prepare athletes, successfully finishing with a club-high record across games and tournaments
• Assisted head coach in implementing his vision for the team on and off the field• Demonstrated proficiency based on great insight and meticulous attention to detail, earning early promotion
River Forest, Il, Us
• Academic Enrichment Center Tutor for managerial, financial, and cost accounting, as well as corporate finance.• Selected based on excellence in those courses; successfully enriching the understanding of over 10 students per semester in various complex topics through 1 on 1 tutoring and creative problem solving to understand their obstacles and help the students overcome them.
London, Gb
• Prepare for careers within professional services while learning the culture, offerings, and opportunities at EY• Explore how to build the transformative mindsets and tech skill sets necessary to be successful along with 460 other select diverse candidates from across the United States
Other employees you can reach at morganstanley.com. View company contacts for 501 employees →
Sönke Vosgerau
Colleague at Morgan StanleyFrankfurt Rhine-Main Metropolitan Area, Germany
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EL
Elizabeth Lynne Gilham
Colleague at Morgan StanleyColumbus, Ohio, United States
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JW
Jay Westmoreland, Cfp®
Colleague at Morgan StanleyCharlotte Metro, United States
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Jason Sobin
Colleague at Morgan StanleyGreater Philadelphia, United States
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KN
Kusuma N
Colleague at Morgan StanleyBengaluru, Karnataka, India
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Christine Gunderman
Colleague at Morgan StanleyFlorham Park, New Jersey, United States
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MP
Michael Papageorgiou
Colleague at Morgan StanleyTampa, Florida, United States
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KD
Kristy Dahlberg
Colleague at Morgan StanleyLondon, England, United Kingdom
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AK
Ariana Kwekel
Colleague at Morgan StanleyGrand Rapids, Michigan, United States
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MB
Mohaseen B
Colleague at Morgan StanleyAtlanta, Georgia, United States
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Quick answers generated from the profile data available on this page.
Nick Kowalczyk works for Morgan Stanley.
Nick Kowalczyk is listed as Registered Client Service Associate at Morgan Stanley at Morgan Stanley.
AeroLeads has found 1 work email signal at @morganstanley.com for Nick Kowalczyk at Morgan Stanley.
Nick Kowalczyk is based in Chicago, Illinois, United States while working with Morgan Stanley.
Nick Kowalczyk has worked for Morgan Stanley, Home Improvement Discount, Fei Chicago Analyst & Associate Board, Bdo Usa, Llp, and Tatra Soccer Club.
Nick Kowalczyk's colleagues at Morgan Stanley include Sönke Vosgerau, Elizabeth Lynne Gilham, Jay Westmoreland, Cfp®, Jason Sobin, and Kusuma N.
You can use AeroLeads to view verified contact signals for Nick Kowalczyk at Morgan Stanley, including work email, phone, and LinkedIn data when available.
Nick Kowalczyk holds Bachelor Of Business Administration - Bba, Accounting And Finance from Dominican University.
Nick Kowalczyk is listed with skills including Leadership, Mathematics, Microsoft Office, Accounting, Tutoring, Finance, Tableau, and Creative Problem Solving.
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