Rick Herman
Wealth Management Associate at Morgan Stanley
Based in New York, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
100K
Contact information
Reveal Rick's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
r•••••••@morganstanley.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Rick Herman
University at Albany School of Business graduate with a B.S. in Business Administration, concentrating in Finance and Management. Current Student at St. John’s University, The Peter J. Tobin College of Business pursuing an MBA in Finance. As a Wealth Management Associate at Morgan Stanley I assist Financial Advisors in their usage of Morgan Stanley’s Modern Wealth Management tools, such as Next Best Action (NBA), to leverage advanced analytics in order to enable advisors to optimally engage with clients at scale. Working as an extension of the Financial Advisor’s team, we ensure that clients receive consistent and timely touch points from their FA’s to further enhance the overall client experience and drive asset adoption. Series 7 & 63 Licensed.
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 Rick
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime