Logan

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PWM | Registered Client Associate | Alternative Investments Specialist at Morgan Stanley|New York City Metropolitan Area, United States

Position:

PWM | Registered Client Associate | Alternative Investments Specialist at Morgan Stanley

Location:

New York City Metropolitan Area, United States

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Last updated: 2026-07-03
Updated: 2026-07-03

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Work Experience 3 years

PWM | Registered Client Associate | Alternative Investments Specialist at Morgan Stanley

Apr 2025 - Current

AVP - Private Client Banker at JPMorganChase

Feb 2024 - Apr 2025

Banker at Citizens

May 2023 - Feb 2024

Logan started working in 2023, then the employee has changed 2 companies and 2 jobs. On average, Logan works for one company for 1 year 1 month.

Logan is proficient in Chinese and English. Their professional focus is Accounting, Anti-Money Laundering, and Banking across 3 core areas.

Logan holds CFA Program Level I, Securities Industry Essentials (SIE), and Series 66 certifications.

Education

Bachelor of Arts - BA at Queens College

Logan Namesakes

Name
Company
Position
Logan Jiang
J-Chaser
Merchandise Manager
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