Private Wealth Management Analyst Menlo Park California United States Of America
Altegra Health
About this role
A Wealth Management Analyst at Morgan Stanley supports Financial Advisors and Private Wealth Advisors by providing client service, business development support, and administrative assistance. The role involves managing client interactions, executing marketing strategies, and preparing financial reports.
Skills
Qualifications
About Altegra Health
morganstanley.comAltegra Health is a healthcare services company that provides technology-enabled solutions for health plans, providers, and other healthcare organizations. Its services focus on areas such as member engagement, enrollment support, risk adjustment, analytics, and revenue optimization to help clients improve operational and financial performance. The company operates in the healthcare services and health information technology industry.
About Altegra Health
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Altegra Health.
Salary
$68k – $120k
per year