Rick Gumina

Phone: 732-385-3515

Email: Rick.Gumina@MorganStanley.com

Full Member Since: 2020

Monmouth Alumni: Class of ’06

Education

Bachelor of Science in Business Administration/Finance & Marketing , Monmouth University

Professional Experience

Senior Vice President, Financial Advisor at Morgan Stanley
Corporate Retirement Director at Morgan Stanley
Workplace Advisor-Equity Compensation at Morgan Stanley
Former Portfolio Management Associate and Investment Research Analyst at Smith Barney

Industry Experience

Financial Services

Certifications

C(k)P – TRAU UCLA Anderson School of Management
CRPS-College of Financial Planning
QPFC/CPFA-National Association of Plan Advisors

Areas of Expertise

Business Development & Sales
Customer Engagement
Financial Planning
Insurance
Marketing