Jeffrey Schwartz
Associate at MORGAN STANLEY INC.
📍 Towson, Maryland, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.
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Experience
28 Years
Current Role
Associate
Location
Towson, Maryland, United States
Personality Overview
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Priorities
Topics Jeffrey cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
7-2013
Associate
MORGAN STANLEY INC.
9-2011 - 6-2013
Business Consultant
MORGAN STANLEY INC., (via PRIDE TECHNOLOGY)
9-2006 - 7-2011
Global Investment Operations Senior Associate
Legg Mason & Co., LLC
12-2005 - 9-2006
Mutual Funds Reconciliation Associate
Citigroup Inc.
5-2004 - 11-2005
Fund Associate III
Legg Mason Wood Walker, Inc.
In the press
Media appearances
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Education
1999 - 1999
Certificate
New York Institute of Finance
1994 - 1996
Bachelors of Science
Towson University
Social presence
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