Benjamin Fenton
Location
New York City, NY
White Plains, NY
Education
T
Tulane University of Louisiana
August 2018 - April 2022
degree
Bachelor's
major
Business
Work Experience
M
Morgan Stanley
Wealth Management Analyst
Purchase, NY, US
August 2022 - present
company
Morgan Stanley
title
Wealth Management Analyst
overview
- Utilized Aladdin risk portfolio platform to analyze client portfolios, identifying cash and stock positions with increased risk across internal and external accounts leading to an increase in net assets acquired
- Created and managed digital engagement and financial planning strategies of 15 Morgan Stanley Wealth
- Management Advisors nationwide
- Implemented proprietary Morgan Stanley Wealth Management technology to create touch points with clients and prospects resulting in new money and new assets being forwarded to the firm
- Leveraged Salesforce CRM to manage client contact communications, enhance prospecting capabilities, and track
G
Global E
Business Development Intern
New York, NY, US
June 2021 - May 2022
K
KESS Records
Social Media and Marketing Intern
New York, NY, US
May 2020 - August 2020
B
Bango Bowls
Team Member
Westchester, NY, US
June 2019 - August 2019
S
Scarsdale Ford
Accounting and Sales Intern
Westchester, NY, US
April 2018 - June 2018
Skills
AccountingAsset ManagementBusiness Analytics ApplicationsBusiness ConsultingBusiness DevelopmentBusiness to Business CommerceCommunication SkillsCoordination SkillsCustomer Relationship ManagementCustomer RetentionCustomer ServiceFinancial PlanningGeneration of LeadsGoogle AnalyticsHubspotKnowledge of CampaignsKnowledge of HospitalityMarketingMetricsMicrosoft ExcelMicrosoft OfficeMicrosoft PowerPointMicrosoft WordMultimediaMusic VideoNet AssetsProcurement ManagementRisk AnalysisSalesSalesforce.ComSeries 63 Uniform Securities Agent State Law LicenseSeries 7 General Securities Representative License (Stockbroker)ShopifySocial MediaStrategic AlliancesStrategic ThinkingStrategies of MarketingTalent ManagementWriting of Proposals