Masha Efros, MSBA in

Masha Efros, MSBA

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Wealth Management at Morgan Stanley
📍 San Diego County, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
18 Years
Current Role
Wealth Management
Location
San Diego County, California, United States
Personality Overview

How Masha shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Masha cares about

Strategic Priorities
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Career

Work history

3-2017
Wealth Management
Morgan Stanley
7-2011 - 3-2017
Wealth Strategy Associate, CFP®
UBS
11-2010 - 4-2011
Wealth Management
Comerica Bank
6-2010 - 8-2010
Wealth Management
FSI Wealth Management Inc.
10-2009 - 3-2010
Wealth Management
Merrill Lynch
In the press

Media appearances

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Education
2013 - 2014
Master of Science in Business Administration (MSBA)
San Diego State University
2009 - 2011
Executive Financial Planner Certificate
San Diego State University
2004 - 2005
BA
ESSEC Business School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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