Jonathan Bifulco is an accomplished finance professional with extensive experience in the wealth management sector and a strong background in strategy development and product management. Currently serving as an Executive Director at Morgan Stanley, Jonathan has previously held significant roles such as Vice President in Field Experience and Platforms and various positions at UBS Financial Services, including a Portfolio Strategist and Program Manager. Jonathan's expertise encompasses asset allocation, account surveillance, and financial advisory services, contributing to substantial asset acquisitions. Academic credentials include a Bachelor's Degree in Mathematics and Economics and a Master's Degree in Economics, both from Fordham University.
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