Matthew Pardoe is an experienced professional in 3rd Party Investment Platforms with a strong background in the financial services industry. Currently, they serve as an Executive Director in Portfolio & Trading Solutions at Morgan Stanley, a position they have held since 2013, with multiple promotions over the years. Matthew is Series 7 licensed and possesses skills in Customer Relationship Management (CRM), Securities, Asset Management, and Trading Systems. They completed a Master of Business Administration (M.B.A.) in Finance from Penn State University and have held various roles in notable companies, including Sallie Mae and Bank of America.
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