Brett Fordyce
Planning Associate at Morgan Stanley
Based in New York, United States
7-day free trial · no credit card
Seniority
Staff
Department
Operations
Location
New York
Industry
Financial Services
Company size
100K
Contact information
Reveal Brett's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
b•••••••@morganstanley.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Brett Fordyce
As a Marine Salesman and Financial Administrator at Sunshine Coast Yamaha, I provide families with their dream marine lifestyle, liaise with international suppliers, and manage the sales and stock pipeline for a premium Yamaha service centre. I leverage my financial advisory skills and experience to offer tailored solutions and exceptional customer service to our clients. I have a Bachelor of Business degree in Accounting and Finance from QUT, where I also completed a Master of Financial Planning. I started my career as an Associate Financial Advisor at VISIS Private Wealth, where I managed over 100 clients' investment and retirement portfolios, created detailed financial plans, and presented financial data using software tools. I joined VISIS in 2021 after working as an Auditor, where I learned the foundations of the financial and customer service industry. I am passionate about making a positive impact on people's financial wellbeing and lifestyle choices leading me on the journey I am on today.
Decision-makers
Other people at Morgan Stanley
- NPManager
Neeraj Panchal
Manager · General Business & Management
- NLStaff
Nivy Lamani
Financial Planning Specialist · Finance & Accounting
- THStaff
Thomas Hunter
Analyst · Finance & Accounting
- ETStaff
Edward Talbot
Institutional Equities - Whitephone · Finance & Accounting
- VMStaff
Vass Mubeen
Investment Management Part-time Analyst · Finance & Accounting
Build a list of verified contacts at Morgan Stanley
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Brett
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime