Cupp F Nguyen is a high-skilled professional, working in Morgan Stanley main office of which is in 4. as a Financial Advisor since 2016. Cupp F Nguyen gained professional experience in more than six positions at different companies. Cupp F Nguyen went to the College For Financial Planning and was studying there from 2002. Cupp has such professional qualifications as Certified Trust and Financial Advisor, Certified Financial Planner (Tm), and Accredited Estate Planner (R). Weymouth, Massachusetts is the city, where the professional was known to be situated. Their contacts can be accessed through this website on demand.
Name variants:
Cupp Nguyen
Last updated Jul 08, 2024
Contact Information
Last Update
Jul 4, 2022
Email
cu**@cambridgetrust.com, cu**@gmail.com, cf**@ntrs.com
Location
Weymouth, MA
Company
Morgan Stanley
Workplace
Financial Advisor
Work History
Financial Advisor
1585 Broadway, New York, NY 10003
Held FINRA General Securities 7 and 66, Massachusetts Producer Life and Health Insurance Licenses. Earned Certificate for Financial Planning Specialist.
Dec 2016 — Aug 2018
Vice President, Senior Relationship Manager and Financial Planner
1336 Massachusetts Ave, Cambridge, MA 02138
from Aug 2018
Vice President, Trust Advisor, Relationship Manager
50 south La Salle St, Chicago, IL 60603
Mar 2008 — Dec 2015
Senior Trust Administrator
230 Congress Street Brg, Boston, MA 02210
Directly responsible for the administration and oversight of 350 personal accounts, leveraging technical expertise to oversee trust instruments, legal documents, and account activity in acco...
2005 — 2008
Trust and Estate Administrator
2 International Pl, Boston, MA 02110
Established and maintained relationships with five estate planning attorneys/trustees and with the personal trust clients, leading the proactive management of 185 HNW accounts valued between...
1999 — 2004
Relationship Manager, Trust Officer
100 north Tryon St, Charlotte, NC 28202
Formerly Bank of Boston, Private Bank. Exercised discretionary authority in making distributions to permissible beneficiaries in accordance with the terms of the trust. Established and maint...
1992 — 1999
Education
Occupations
Executive
Vice President
Sales Specialist
Relationship Manager
Financial Broker
Financial Planner
Financial Consultant
Producer
Accountant
Finance and Accounting Specialist
Chief Executive
Account Service Manager
Customer Service
Financial Management Analyst
Financial Services Sales Agent
Financial Services Professional
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Estate Planning
Trust Services
Trusts
High Net Worth Individuals
Private Banking
Finance
Financial Planners
Investment Management
Asset Allocation
Financial Planning
Securities
FAQs about Cupp F Nguyen
What is the main profession of Cupp F Nguyen?
Cupp F Nguyen is a Vice President, Senior Relationship Manager and Financial Planner.
What jobs is Cupp proficient at at?
The expert is a professional Executive and Vice President jobs.
Where is Cupp F Nguyen located?
Cupp is located in Weymouth, Massachusetts.
What is Cupp's email?
The professional's email is cu**@cambridgetrust.com and cu**@gmail.com.
Where did Cupp F Nguyen work?
The expert worked at Morgan Stanley, Cambridge Trust Company.
Where has Cupp F Nguyen studied?
Cupp studied at the College For Financial Planning from 2002.
Are there any certifications, that Cupp F Nguyen has?
Cupp F Nguyen received the following certifications: Certified Trust and Financial Advisor, Certified Financial Planner (Tm), and Accredited Estate Planner (R).
What is professional industry that Cupp F Nguyen worked in?
Cupp F Nguyen works in Financial Services industry.