Nick L.

Nick Lien

5.0

(2)

How to Break into Wealth | Analyst @ Morgan Stanley

Northeastern University Logo

Studied at Northeastern University

Morgan Stanley Logo

Works at Morgan Stanley

Successful clients at

Not currently taking new clients

Nick’s Wealth Management Qualifications

Experience level: Analyst

Nick has helped clients get into these companies:

Hello and welcome to my profile! I'm Nick, a current senior at Northeastern University studying Economics and Finance. I have hands-on experience in the financial services industry, having worked at Morgan Stanley as a Summer Analyst. My passion for equity research and wealth/investment/portfolio management has driven me to coach many individuals, helping them navigate the complexities of the field and achieve their career goals. Whether you're looking to break into finance or simply refine your skills/resume, I'm here to guide you every step of the way. Let's connect and chart your path to success!

Nick can help with:

AI Automation

AI Fundamentals

Cover Letters

Estate Planning

Financial Planning

Freelancing

Interview Prep

Investment Strategy

LinkedIn Review

Networking Strategy

Promotion Strategy

Resume Review

Retirement Planning

Salary Negotiation

Skill Building

Tax Planning

Nick also coaches for Equity Research, College, and AP Exams. View all.

Work Experience

Morgan Stanley Logo

Analyst

Morgan Stanley

2025 - Present

Morgan Stanley Logo

Incoming Summer Analyst

Morgan Stanley

February 2024 - Present

Education

Northeastern University Logo

Northeastern University

Bachelor of Science - BS, Economics and Business Administration (Finance)

2022 - 2026

2 Reviews

Overall Rating

5.0


Nick has helped clients get into these companies:

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Nick L.

Nick L.

5.0

 
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