#004: Christian Mijares (25 years) on Managing $60 Million as a Financial Advisor

20 Jun 2017 · 50 min
50:27

Podcast interview (Hackiversity) in which Kyle Winey interviews Christian Mijares, a young Morgan Stanley financial advisor. Christian recounts his non-linear path from a marketing degree and retail work to onboarding at Morgan Stanley (May 2015), describes his role as a financial advisor, his client-development tactics (persistence, warm calling, long-game networking), and notes he once managed close to $60M in client assets and currently manages about $13M. The episode also covers college experience, extracurriculars, values about work vs. lifestyle, and quick personal questions.

Questions this video answers

25 years old.

At the beginning of May 2015.

Close to $60 million.

About $13 million.

703-556-8124.

Chapters

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