Tamara Jakl
Associate Vice President, Financial Advisor at Morgan Stanley
Based in United States
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Seniority
Vp
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
101K
Contact information
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t•••••••@morganstanley.com
Phone
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Background
About Tamara Jakl
Over 20 years of highly successful business-to-business sales and consulting experience with widely varying solution sets and offerings. •Detail centric approach to deliver sustainable results, accompanied with superior communication skills and the ability to develop long-lasting relationships; as well as being a trusted advisor with the ability to help create, rather than capture, value for clients. Areas of focus- Develop a thorough understanding of your financial goals and objectives - Review and analysis of your current financial situation - Identify and tailor solutions that can help you meet your individual needs - Implement your customized strategy, including personalized service and benefits - Prior & current employer 401(k) rollovers to IRAs - Review your strategy, meeting periodically to discuss your goals and needs.
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