Felix Rivera is a high-skilled professional, who works in Morgan Stanley main office of which is in 4. on the position of Wealth Management since 2018. This expert gained professional experience in more than ten positions at different companies. Felix Rivera went to the Baruch College and was studying there from 2015 to 2018. Felix has such qualifications as Series 66 and Series 7. Milford, Pennsylvania is the area, where the professional was lastly known to be situated. The person's contacts are accessed through this website on demand.
Name variants:
Lix Rivera
Contact Information
Last Update
Jul 6, 2022
Email
fe**@ica-strategies.com, fr**@gmail.com, fe**@ica-strategies.com
Location
Milford, PA
Company
Morgan Stanley
Workplace
Wealth Management
Work History
Wealth Management Intern
546 5Th Ave, New York, NY 10036
Feb 2017 — Jun 2018
Financial Assistant
420 Lexington Ave, New York, NY 10016
Sep 2016 — Jan 2017
Managing Partner
130 west 29Th St SUITE 1006, New York, NY 10016
We are an independent third-party consulting practice targeting the service needs of Independent RIA's, IBD's, Regionals and Asset Management firms. As seasoned veterans of the wirehouse and...
from Jan 2011
Chief Operating Officer
540 Route 6, Milford, PA 18337
Oversee all phases of day-to-day operations and responsibilities of the firm, including, but not limited to, marketing and sales, operations, compliance, finance/administration and trading. ...
Dec 2007 — Dec 2010
Director
540 Route 6, Milford, PA 18337
Initiated and completed the registration and set-up of the independent broker-dealer and investment advisory firm in Milford, Pennsylvania; streamlined the systems and operational needs as w...
Apr 2004 — Dec 2007
Divisional Marketing and Sales Director  First Vice President
1585 Broadway, New York, NY 10003
Responsible for coordinating branch and regional meetings, promoting the Portfolio Management process in the Northeast Division, Northwest and Pacific Northwest Regions. Consulted and advise...
Apr 1997 — Apr 2000
Department Manager, Managed Account Operations and First Vice President
Responsible for all aspects of managing and developing the Managed Accounts Operations department. Developed staff for managerial advancement within the Securities Operations Division. Devel...
1988 — 1997
Education
Occupations
Executive
Managing Partner
Accountant
Finance and Accounting Specialist
Chief Operating Officer
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper
General and Operations Manager
Skills
Investments
Investment Advisory
Alternative Investments
Portfolio Management
Mutual Funds
Financial Advisory
Securities
Trading
Financial Services
Strategy
Series 7
Hedge Funds
Leadership
Series 63
Risk Management
New Business Development
Finra
Series 24
Private Equity
Fund of Funds
Team Building
Business Relationship Management
Performance Measurement
Business Strategy
Project Management
Strategic Consulting
Performance Attribution
Budgets
Business Process Design
Managed Futures Fund
Manage Client Relationships
Budget Management
Customer Service
Management
Microsoft Office
Teamwork
Non Profit Volunteering
Bilingualism
Social Media
Microsoft Word
Factset
Bloomberg Terminal
Microsoft Excel
Microsoft Powerpoint
Public Speaking
FAQs about Felix Rivera
What's the main profession of Felix Rivera?
This professional's job is Wealth Management
What jobs is Felix a professional at?
The expert is a professional Executive and Managing Partner jobs.
Where does Felix Rivera currently live?
The expert lives in Milford, Pennsylvania.
What is the expert's email?
Felix Rivera's email is fe**@ica-strategies.com and fr**@gmail.com.
How many companies did Felix Rivera work at?
Felix Rivera worked at ten jobs.
Where has Felix Rivera studied?
Felix studied at the Baruch College from 2015 to 2018.
What are the certifications of Felix Rivera?
The professional received the following certifications: Series 66 and Series 7.
What languages does Felix Rivera speak?
Felix Rivera speaks Spanish and English.