Jenna Bloomgarden

The Wharton School

With work experience over 12 years, Jenna is now working at Dynasty Financial Partners based in 1311 as a Vice President. Jenna received his education from 1994 to 1996 at the Wharton School. This professional lives in Chappaqua, New York. To contact directly with Jenna, you can search for their phone number or e-mail address or receive exhaustive information by requesting access to this expert's further details on SoftwareOfficial.
Name variants:
Jenna Bloomgarden
Last updated May 20, 2024

Contact Information

Last Update
Jul 4, 2022
Email
je**@morganstanley.com
Location
Chappaqua, NY

Workplace

Dynasty Financial Partners
Vice President

New York, NY

Industry

Financial Services

Work History

Vice President

200 Central Ave, St Petersburg, FL 33701
Apr 2018 — Jun 2020

Vice President, Graystone Consulting - Director of Client Services

1585 Broadway, New York, NY 10003
Key member of the home office management team of Morgan Stanley's $250 billion institutional consulting business Identified key metrics to measure success for business projects and initiat...
Jun 2015 — Mar 2017

Equity Research- Retail Group

1585 Broadway, New York, NY 10003
Participant in Morgan Stanley's second annual Return to Work program (one of 23 professionals from 700+ applicants) targeted at women who have been out of the work force for an extended peri...
Feb 2015 — Jun 2015

Vice President, Equity Research- Global Coordinator For Retail

New York, NY
Created global industry reports synthesizing ideas of retail industry analysts worldwide.
2000 — 2001

Vice President, European Equity Sales

New York, NY
Recommended investment ideas to UK and US based portfolio managers and industry analysts based on their objectives. Evaluated company and sector fundamentals within the context of the econ...
1998 — 2000

Assistant Vice President, Equity Research- Interior Furnishings and Textiles

New York, NY
Created and maintained detailed financial models used to forecast financial performance. Authored timely industry and company reports for institutional and retail distribution. Marketed i...
1996 — 1998

Associate, Corporate Finance

555 California St SUITE 1625, San Francisco, CA 94104
Recruited by managing director to assist in creating an investment banking group specializing in education. Completed six public equity offerings, including IPO of Sylvan Learning Systems....
1992 — 1994

Analyst, Financial Institutions Group

New York, NY
1991 — 1992

Education

1994 — 1996
1987 — 1991

Occupations

Executive
Vice President
Accountant
Finance and Accounting Specialist
Director
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager

Skills

Equity Research
Equities
Financial Analysis
Capital Markets
Writing
Valuation
Fundraising
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