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Jesse Zimmer

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Jesse Zimmer

Managing Director, Financial Advisor | Morgan Stanley

Burlingame, California, United States

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Jesse Zimmer

Summary

Jesse Zimmer is a seasoned financial advisor and managing director at Morgan Stanley, specializing in comprehensive wealth management for high net worth individuals. With over 25 years of experience in the finance industry, Jesse has honed expertise in designing customized asset allocation strategies and managing complex financial portfolios. He has a strong background in estate and philanthropic planning, as well as tax management strategies. Jesse's career includes significant roles at Wells Fargo and Fremont Group, where he developed a solid foundation in investment research and client advisory services. He holds an MBA in Investment Management from The University of Texas at Austin and a BA in Economics from Occidental College. Jesse's analytical skills and strategic thinking have made him a trusted advisor in the financial sector. He is committed to helping clients navigate their financial journeys with personalized solutions that align with their unique goals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Jesse Zimmer

Work Experience

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Managing Director, Financial Advisor at

Morgan Stanley

February 2008 - Present

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Senior Vice President at

Wells Fargo

August 1998 - February 2008

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Research Associate at

Fremont Group

January 1993 - May 1996

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Jesse Zimmer

Education

The University of Texas at Austin - The Red McCombs School of Business, Mba

January 1996 - January 1998

Occidental College, Ba

January 1988 - January 1992

Frequently Asked Questions about Jesse Zimmer

What is Jesse Zimmer email address?

Jesse Zimmer's primary email address is ************@morganstanley.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jesse Zimmer work for?

Jesse Zimmer is a Managing Director, Financial Advisor at Morgan Stanley, a company specializing in National commercial banks.

Where Jesse Zimmer graduated from?

Jesse Zimmer holds a degree in Investment Management from The University of Texas at Austin - The Red McCombs School of Business.

How can I directly contact Jesse Zimmer?

To contact Jesse Zimmer directly, you can use the email address ************@morganstanley.com. Complete contact information is available upon registration with Muraena.

Who is Jesse Zimmer?

Jesse Zimmer is a seasoned financial advisor and managing director at Morgan Stanley, specializing in comprehensive wealth management for high net worth individuals. With over 25 years of experience in the finance industry, Jesse has honed expertise in designing customized asset allocation strategies and managing complex financial portfolios. He has a strong background in estate and philanthropic planning, as well as tax management strategies. Jesse's career includes significant roles at Wells Fargo and Fremont Group, where he developed a solid foundation in investment research and client advisory services. He holds an MBA in Investment Management from The University of Texas at Austin and a BA in Economics from Occidental College. Jesse's analytical skills and strategic thinking have made him a trusted advisor in the financial sector. He is committed to helping clients navigate their financial journeys with personalized solutions that align with their unique goals.

Jesse`s contact details

mail

************@morganstanley.com

***********@att.net

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