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Reece Sullivan profile image

Reece Sullivan

Director Of Finance - Investment Banking Division at Morgan Stanley
Intro Book
Finance professional with expertise in financial analysis, marketing, and leadership.
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Location
Baltimore, Maryland, United States, US
Languages
  • English -
Skills
  • Microsoft Office
  • Customer Service
  • Microsoft Excel
  • Leadership
  • Microsoft Word
  • Show all
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Bio

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Topline AI
Reece Sullivan is a seasoned finance professional with expertise in financial analysis, marketing, and leadership. With a strong educational background in economics and certifications in finance and Microsoft Excel, Reece has honed his skills in research, customer service, and team management. He has worked with prominent companies such as Morgan Stanley and Wells Fargo, and has experience in securities analysis, team leadership, and financial modeling.

Credentials

  • Series 99
    FINRA
    Nov, 2023
    - May, 2026
  • Securities Industry Essentials (SIE)
    FINRA
    Jun, 2023
    - May, 2026
  • Microsoft Excel Specialist Excel 2016
    Microsoft
    Jan, 2017
    - May, 2026

Experience

  • Morgan Stanley
    • Director Of Finance - Investment Banking Division

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director of Foreign Currency Trading Operations
      • Jan 2023 - Present

    • Foreign Currency Trading Associate and Team Lead
      • Jan 2022 - Jan 2023

    • Foreign Currency Trading Analyst
      • Apr 2020 - Jan 2022

  • Wells Fargo
    • Columbia, Maryland
    • Securities Analyst
      • Sep 2019 - Apr 2020
      • Columbia, Maryland

  • Tri-State Ice Management
    • White Marsh, MD
    • Manager
      • Nov 2018 - Mar 2019
      • White Marsh, MD

  • Portfolio Advisory Svc
    • Rockville, MD
    • Intern
      • May 2016 - Jan 2019
      • Rockville, MD

      Researched various stocks, funds, and ETFs to create allocation models based on client risk levels. Helped evaluate client durability and strategy for structured products.

  • OnCourse Learning
    • Hunt Valley, Maryland
    • Webinar Facilitator
      • May 2018 - Nov 2018
      • Hunt Valley, Maryland

Education

  • 2016 - 2019
    Towson University
    Bachelor’s Degree, Economics
  • 2015 - 2016
    Adams State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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