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Brett Munson Phones & Addresses

  • 3650 Capstone Ave, Salt Lake Cty, UT 84121 (801) 943-1422
  • 1225 400, Salt Lake City, UT 84102 (801) 582-1344
  • 125 400, Salt Lake City, UT 84101 (801) 582-2487
  • Cottonwood Heights, UT
  • Cardiff by the Sea, CA
  • Irvine, CA
  • Costa Mesa, CA

Work

Company: Morgan stanley Sep 1, 2014 to Apr 2016 Position: Vice president of risk

Education

Degree: Bachelors, Bachelor of Arts School / High School: Uc San Diego 1986 to 1992 Specialities: Economics

Skills

Mutual Funds • Finra • Financial Analysis • Strategic Financial Planning • Financial Modeling • Financial Planning • Bonds • Financial Risk • Operations Management • Risk Management • Sales Management • Trading Systems • Banking • Management • Branch Management • Equities • Trading • Securities • Finance • Wealth Management • Compliance Management • Security Audits • Margin Analysis • Stock Market • Fixed Annuities • Investments • Compliance Audits • Sec Reporting • Quantitative Modeling • Clearing • Hr Policies • Annuities

Ranks

Certificate: Finra

Interests

Surfing • Snowboarding • Golf • Mountain Biking

Industries

Financial Services

Resumes

Resumes

Brett Munson Photo 1

Chief Compliace And Operations Officer

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Location:
Salt Lake City, UT
Industry:
Financial Services
Work:
Morgan Stanley Sep 1, 2014 - Apr 2016
Vice President of Risk

Morgan Stanley Sep 1, 2014 - Apr 2016
Vice President Operations

Morgan Stanley 2012 - 2014
Director, Margin Department

Lefavi Wealth Management 2003 - 2012
Chief Compliance Officer, Operations Manager, Branch Manager

Eagle Gate Securities 2002 - 2003
Branch Manager and Compliance Officer
Education:
Uc San Diego 1986 - 1992
Bachelors, Bachelor of Arts, Economics
Mater Dei High School 1982 - 1986
Skills:
Mutual Funds
Finra
Financial Analysis
Strategic Financial Planning
Financial Modeling
Financial Planning
Bonds
Financial Risk
Operations Management
Risk Management
Sales Management
Trading Systems
Banking
Management
Branch Management
Equities
Trading
Securities
Finance
Wealth Management
Compliance Management
Security Audits
Margin Analysis
Stock Market
Fixed Annuities
Investments
Compliance Audits
Sec Reporting
Quantitative Modeling
Clearing
Hr Policies
Annuities
Interests:
Surfing
Snowboarding
Golf
Mountain Biking
Certifications:
Finra
Life & Health Insurance License
Series 7 License - General Securities Representative
Series 9 & 10 License - General Securities Sales Supervisor
Series 24 - General Securities Principal
Series 4 License - Registered Options Principal
Series 63
Series 65

Business Records

Name / Title
Company / Classification
Phones & Addresses
Brett Munson
Munson Green Energy, LLC
Electric Services
3650 Capstone Ave, Salt Lake City, UT 84121
Brett A Munson from Salt Lake City, UT, age ~56 Get Report