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Jonathan Klausner

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Jonathan Klausner

Executive Director | Financial Advisor C | Morgan Stanley

Carmel, Indiana, United States

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Jonathan Klausner

Summary

Jonathan Klausner is an experienced Executive Director and Financial Advisor at Morgan Stanley Wealth Management, based in Carmel, Indiana. With a strong background in economics from Indiana University Bloomington, he has been with Morgan Stanley since 2012, demonstrating a commitment to the financial services industry. Jonathan's role involves strategic leadership in wealth management, where he leverages his expertise to guide clients in financial planning and investment strategies. His career reflects a blend of deep industry knowledge and a client-centered approach, which has been key to his success. Outside of his professional achievements, Jonathan is known for his dedication to continuous learning and staying updated with market trends. His ability to navigate complex financial landscapes makes him a valuable asset in his field. Jonathan is also involved in mentoring emerging professionals in finance, showcasing his commitment to the next generation of leaders.

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

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Corporate Experience

Jonathan Klausner

Work Experience

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Executive Director | Financial Advisor C at

Morgan Stanley

April 2012 - Present

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Jonathan Klausner

Education

Indiana University Bloomington, Bachelor Of Arts (Ba)

January 1986 - January 1990

Frequently Asked Questions about Jonathan Klausner

What is Jonathan Klausner email address?

Jonathan Klausner'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 Jonathan Klausner work for?

Jonathan Klausner is a Executive Director | Financial Advisor C at Morgan Stanley, a company specializing in National commercial banks.

Where Jonathan Klausner graduated from?

Jonathan Klausner holds a degree in Economics from Indiana University Bloomington.

How can I directly contact Jonathan Klausner?

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

Who is Jonathan Klausner?

Jonathan Klausner is an experienced Executive Director and Financial Advisor at Morgan Stanley Wealth Management, based in Carmel, Indiana. With a strong background in economics from Indiana University Bloomington, he has been with Morgan Stanley since 2012, demonstrating a commitment to the financial services industry. Jonathan's role involves strategic leadership in wealth management, where he leverages his expertise to guide clients in financial planning and investment strategies. His career reflects a blend of deep industry knowledge and a client-centered approach, which has been key to his success. Outside of his professional achievements, Jonathan is known for his dedication to continuous learning and staying updated with market trends. His ability to navigate complex financial landscapes makes him a valuable asset in his field. Jonathan is also involved in mentoring emerging professionals in finance, showcasing his commitment to the next generation of leaders.

Jonathan`s contact details

mail

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

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