ALEISHA BEMIS
Manhattan Beach
Summary
Financial professional with extensive experience at Morgan Stanley, specializing in high-net-worth client advisory and portfolio management. Achievements include doubling revenues and improving team efficiency by 40%. Proficient in investment strategy and client retention, utilizing strong leadership and communication skills to foster business development and sustain long-term client relationships.
Overview
20
20
years of professional experience
3
3
Certifications
Work History
Financial Advisor / Wealth Management
Morgan Stanley
El Segundo
04.2016 - 08.2025
- Advised high‑net‑worth clients, families, and corporate executives on comprehensive wealth management strategies.
- Spearheaded initiatives in the first year that doubled revenues through successful acquisition and integration of new client households.
- Earned early Pacesetter recognition, followed by consistent qualification for Chairman’s Club/President’s Council.
- Specialized in advanced portfolio construction, leveraging tax‑efficient investment vehicles, alternative investments, and sophisticated risk management models.
- Directed mentorship and training of junior advisors, driving a 40% improvement in team production efficiency.
- Maintained transparent reporting and client communication, reinforcing trust and long‑term retention.
Regional Wholesaler / Distribution Specialist
Kayne, Anderson & Rudnick
Century City
03.2012 - 08.2013
- Managed multi‑state territory distribution of financial products, consistently exceeding quarterly sales targets.
- Built strong partnerships with advisors and broker‑dealers, driving product adoption and market penetration.
Securities Trader
1919 Investment Counsel, LLC
San Francisco
04.2011 - 06.2011
- Executed equity and fixed‑income trades with precision, ensuring best execution and compliance.
- Conducted real‑time market analysis to identify trading opportunities and mitigate risk exposure.
Investment Banking Analyst
Howe Barnes Hoefer & Arnett, Inc.
San Francisco
06.2009 - 03.2011
- Built detailed financial models to support M&A transactions, equity offerings, and strategic advisory engagements.
- Conducted due diligence and prepared pitch books that secured new business from mid‑market clients.
Analyst / Associate Program
Goldman Sachs & Co.
New York
06.2005 - 10.2007
- Supported Private Wealth Management teams in delivering comprehensive financial planning, including cash flow analysis, tax strategies, and intergenerational wealth transfer.
- Conducted rigorous due diligence, market research, and financial modeling to evaluate investment opportunities.
- Prepared and delivered high‑stakes client presentations and quarterly performance reviews.
Education
Bachelor of Science - Banking And Finance
Northeastern University
Boston, Massachusetts, MA05-2023
Skills
- Portfolio Management
- Investment Strategy
- High‑Net‑Worth Client Advisory
- Business Development
- Client Retention
- Financial Modeling
- Financial Analysis
- Leadership
- Mentorship
- Active Regulatory Compliance
- Alternative Investments
- Presentation
- Communication
Websites
Hobbies and Interests
- Division 1 Field Hockey at Northeastern University in Boston
- Master Program Swimmer
- Marathon Runner
- Mom of one daughter
Certification
Series 7
Timeline
Financial Advisor / Wealth Management
Morgan Stanley
04.2016 - 08.2025
Regional Wholesaler / Distribution Specialist
Kayne, Anderson & Rudnick
03.2012 - 08.2013
Securities Trader
1919 Investment Counsel, LLC
04.2011 - 06.2011
Investment Banking Analyst
Howe Barnes Hoefer & Arnett, Inc.
06.2009 - 03.2011
Analyst / Associate Program
Goldman Sachs & Co.
06.2005 - 10.2007
Bachelor of Science - Banking And Finance
Northeastern University