Teresa Betzler

Baltimore, Maryland

Senior Registered Client Associate, Wells Fargo Advisors

Experience at:
Morgan Stanley Wealth Management, Institutional Advisory Services Group, Rosenthal Collins Group Llc

I’m interested in mentoring people from:

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    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked

    Jan 2018 – Present

    Senior Registered Client Associate

    Wells Fargo Advisors

    Mar 2013 – Jan 2016

    Licensed Financial Advisor

    Morgan Stanley Wealth Management
    I

    Dec 2011 – Feb 2013

    Director of Client Relations/services & Portfolio Manager

    Institutional Advisory Services Group
    I

    Dec 2011 – Feb 2013

    Director of Client Relations & Portfolio Manager

    Institutional Advisory Services Group
    R

    May 2007 – Dec 2011

    Manager of Client Relations & of Introducing Brokers (clients & Guaranteed Subcontractors)

    Rosenthal Collins Group Llc
    R

    May 2007 – Dec 2011

    Client & Broker Relations Manager

    Rosenthal Collins Group LLC

    Apr 2004 – Dec 2007

    Account Manager- Exchange Traded Derivatives

    UBS Investment Bank
    U

    Apr 2004 – Dec 2006

    Account Manager

    Ubs Investment Bank/ubs Securities
    U

    Apr 2004 – Dec 2006

    Account Manager-Exchange Traded Derivatives

    UBS Investment Bank/UBS Securities

    Feb 1998 – Apr 2004

    Futures Broker-Specialist / Futures Operations Manager

    MORGAN STANLEY

    Feb 1998 – Apr 2004

    Futures Broker-specialist/futures Operations Manager

    Morgan Stanley Wealth Management

    Feb 1998 – Apr 2004

    Futures Specialist (Broker), Operations Manager

    Morgan Stanley Wealth Management
    H

    Jul 1997 – Jan 1998

    Senior Financial Analyst II - Energy Operations

    HESS ENERGY TRADING COMPANY, LLC
    H

    Jul 1997 – Jan 1998

    Senior Financial Analyst II

    Hess Energy Trading Company, Llc
    M

    Feb 1996 – Jul 1997

    Associate - Energy Operations

    MORGAN STANLEY & CO. INC

    Feb 1996 – Jul 1997

    Associate - Energy Operations

    Morgan Stanley Wealth Management

    Feb 1996 – Jul 1997

    Associate, Energy Derivatives

    Morgan Stanley Wealth Management
    P

    Feb 1994 – Feb 1996

    Financial Advisor (Broker) - Energy Futures Division

    PRUDENTIAL SECURITIES INC
    L

    Jun 1991 – Jan 1994

    Crude Oil Operations, Trading Desk

    LOUIS DREYFUS ENERGY CORP
    P

    Feb 1994 – Feb 1996

    Financial Advisor (Broker)

    Prudential Securities Inc
    Where I've Studied

    BS, Business/ Legal Administration

    SACRED HEART UNIVERSITY

    Associates, Criminal Justice

    UNIVERSITY OF MARYLAND, College Park

    Specialties

    Auditing & Compliance

    Corporate Finance

    Investments

    Ask Me for a Referral

    Wells Fargo Advisors
    Los Angeles, CA and 9 other location(s)
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