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    Vincent Lachman

    Long Island City, New York

    Private Banker Advisor Assoc

    Morgan Stanley


    Banking, Loans & Insurance


    Corporate Finance

    Where I've Worked

    Mar 2014 – Present

    Private Banker Advisor Assoc

    Morgan Stanley

    Sep 2016 – Dec 2018

    Financial Solutions Advisor II

    Bank of America & Merrill Lynch Pierce, Fenner & Smith, Inc

    Nov 2015 – Sep 2016

    Revenue Manager

    HiRev, LLC

    Jan 2015 – Nov 2015

    Financial Advisor

    Morgan Stanley

    Mar 2014 – Jan 2015

    Private Banker Advisor Associate

    Morgan Stanley

    Mar 2012 – Sep 2013

    Financial Advisor/Vice President - Chase Investments

    J.P. Morgan Securities, LLC

    Nov 2008 – Oct 2009

    Licensed Financial Specialist

    Wells Fargo & Wells Fargo Advisors, LLC
    Where I've Studied

    BA, Finance

    Florida International University

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