Sr. Vice President-Family Wealth Director
MSSB is a full service financial services firm offering wealth management to individuals and institutions.
As a Financial Advisor, I work with wealthy individuals and families. My team provides comprehensive planning and management of assets, liabilities, risk, and estate transfer.
1984-present: Sr. Vice President, Family Wealth Director, Morgan Stanley Smith Barney
1982-1984: Assistant Professor of Marketing, University of Wisconsin-Lacrosse, WI
BS, MS, PhD from University of Illinois, Urbana-Champaign, Il.
Mentoring Objectives & Scope
Resume, interview skills, advice on getting experience and how find internships. Students met with our hiring managersand toured Morgan Stanley in Seattle.
When and where do you hold meetings with your students?
At my office downtown between 1PM and 3:30 PM