Wilmer Cordoba

Location

Cypress, CA
Education
    University of California-Davis
    August 2014 - June 2017
    degree
    Bachelor's
    major
    Economics
    minor
    Mathematics
    The Morgan Stanley Financial Training Program
Work Experience
    Morgan Stanley
    Financial Advisor, Financial Planning Specialist, CRPC
    Beverly Hills, CA, US
    December 2019 - February 2021
    company
    Morgan Stanley
    title
    Financial Advisor, Financial Planning Specialist, CRPC
    overview
    - Managed, marketed, and co-founded The Adamo Group at Morgan Stanley - Generated retirement income for clients by constructing High-Quality Dividend - Yielding (HQDY) portfolios - Automated workflows, consolidated assets, and enhanced the client experience at scale by implementing a Modern Wealth Management service model - Tenaciously identified and provided value to partners and clients
    Morgan Stanley
    Digital Advisor Associate (Additional Role)
    Beverly Hills, CA, US
    June 2018 - December 2019
    Morgan Stanley
    Wealth Advisor Associate, Financial Planning Specialist
    Beverly Hills, CA, US
    October 2017 - December 2019