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Jimmy Rehfeld

Assistant Vice President, Wealth Management Analyst at Morgan Stanley

Jimmy Rehfeld is a professional with a strong background in wealth management and due diligence.

He holds a Bachelor of Science (B.S.) degree from Westmont College.

Currently, Jimmy serves as an Assistant Vice President and Wealth Management Analyst at Morgan Stanley.

Prior to his role at Morgan Stanley, he worked as a Senior Wealth Strategy Associate at UBS.

His earlier experiences include positions such as Director of Due Diligence and Due Diligence Officer at Jrw Investments.

During his time at Westmont College, Jimmy also served as a Resident Assistant.

With a diverse professional background, Jimmy Rehfeld has gained valuable expertise in wealth management strategies and due diligence practices.

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Location

Greater Los Angeles Area