Sam Lacy

Sam Lacy Email and Phone Number

Registered Client Service Associate @ Morgan Stanley
Austin, TX, US
Sam Lacy's Location
Leander, Texas, United States, United States
Sam Lacy's Contact Details

Sam Lacy work email

Sam Lacy personal email

n/a
About Sam Lacy

Driven and competitive student pursuing a Business degree at Southwestern University. Current Portfolio Manager of the distinguished Financial Analyst Program.

Sam Lacy's Current Company Details
Morgan Stanley

Morgan Stanley

View
Registered Client Service Associate
Austin, TX, US
Website:
morganstanley.com
Employees:
94640
Sam Lacy Work Experience Details
  • Morgan Stanley
    Registered Client Service Associate
    Morgan Stanley
    Austin, Tx, Us
    View
  • Morgan Stanley
    Client Service Associate
    Morgan Stanley May 2024 - Present
    Austin, Texas, United States
    View
  • Southwestern University'S Financial Analyst Program
    Portfolio Manager
    Southwestern University'S Financial Analyst Program Mar 2023 - May 2024
    Georgetown, Texas, United States
    Monitor, calculate, and report weekly YTD rate of return performance for FAP Portfolio and S&P 500 Composite Index. Organize and chair weekly meetings, prepare agenda items, update portfolio spreadsheet with individual holdings, current price value, and EPS dates. Prepare and present Annual Report to Board of Directors.
    View
  • Southwestern University'S Financial Analyst Program
    Public Relations Manager
    Southwestern University'S Financial Analyst Program Mar 2022 - Mar 2023
    Georgetown, Texas, United States
    Regularly monitor and report investment news or information found relating to portfolio's holdings. Coordinate recruiting, application, and interview process for incoming members. Schedule and plan team events and activities.
    View
  • Morgan Stanley
    Investment Consulting Analyst
    Morgan Stanley Feb 2023 - Nov 2023
    Austin, Texas, United States
    Prepare quarterly & annual reports for Account Managers. Build Portfolio Risk Analysis for clients. Create prospecting opportunities for Financial Advisors.
    View
  • Domino'S
    Dominos Delivery Driver
    Domino'S Jun 2020 - Aug 2022
    Leander, Texas, United States
    View

Sam Lacy Education Details

Frequently Asked Questions about Sam Lacy

What company does Sam Lacy work for?

Sam Lacy works for Morgan Stanley

What is Sam Lacy's role at the current company?

Sam Lacy's current role is Registered Client Service Associate.

What is Sam Lacy's email address?

Sam Lacy's email address is sa****@****ley.com

What schools did Sam Lacy attend?

Sam Lacy attended Southwestern University.

Who are Sam Lacy's colleagues?

Sam Lacy's colleagues are Velizara Aleksandrova-Kovac, Sharon Minhas, Sean Conley, Cindy Rudbart, Anjali Prettypaul, Mayank Dave, Dan Caron.

Not the Sam Lacy you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.