Benjamin Meyers, CIMA®'s Email & Phone Number

💼 Past Experience

Senior Vice President Financial AdvisorMorgan Stanley Industry of Financial ServicesFrom July 2010 to February 2012, Benjamin Meyers was a Senior Vice President Financial Advisor at Morgan Stanley. At Morgan Stanley, he was responsible for the Americas, Europe, Asia Pacific, and Middle East business units. He was also a First Vice President at Merrill Lynch Wealth Management from February 2012 to November 2020. Previously, Benjamin Meyers was a Business Unit Manager at Lehman Brothers from June 2003 to February 2012 and a Business Unit Manager at Bear Stearns from July 2001 to June 2003. In his previous positions, Benjamin Meyers helped lead large multinational companies to successful and profitable annual returns. He has ample experience in credit, event planning, finance, financial analysis, financial modeling, and leadership. Benjamin Meyers is also familiar with Microsoft Office Outlook and Basic Mac 98/98SE. He holds a BA from Swarthmore College and a JD from Harvard University.

🎓 Education

Benjamin Meyers has been educated at the Wharton School of Business at the University of Pennsylvania, where he completed his undergraduate degree in 2018. Meyers also studied at the University of Connecticut, where he earned his degree in 2006.

💡 Technical & Interpersonal Skills

From his experience as a Financial Advisor at Morgan Stanley, Benjamin Meyers has intervened in millions of transactions and has excelled in deals that are critical to their clients. These experience and skills have helped him rise through the ranks at Morgan Stanley and become a senior Vice President with the Financial Advisors team.A senior Financial Advisor at Morgan Stanley, Benjamin Meyers is responsible for providing insights and analysis to clients on a wide variety of financial matters, including credit, event planning, finance, financial modeling, financial analysis, financial services, and leadership. In addition, he is also frequently responsible for collaborating with peers to develop strategies and plans for clients.ANumber of his past assignments have involved working as a First Vice President at Merrill Lynch Wealth Management, which he left in November 2020 to join the corporate finance team of JPMorgan Chase. As a financial advisor at JPMorgan Chase, he will continue to work with clients in a variety of industries, including small businesses and public companies.Benjamin Meyers has a deep understanding of the financial markets and their interactions. After many years of experience in trading, Benjamin Meyers has learned how to operate in complex markets and isirlwindy able to identify opportunities in the market.Awards and accolades that Benjamin Meyers hasreceived include being named a Westchester real estate agent of the year in 2001, a Morgan Stanley alumni award for best financial advisor in 2006, and winner of the prestigious Drexel Burnham Lambert “ Mendelson Award” in 2009. Benjamin Meyers has a proven track record as a problem solver and is confident that he has the skills and experience to help clients meet their financial goals. With a wealth of experience and a Kleiderman problem solving hat, Benjamin Meyers is a true asset to any team.