Bill Kwon

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  Peoria, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Peoria, IL
• 1998-09-04 → 2007-04-02
  Morgan Stanley Dw Inc.
  Peoria, IL
  Peoria, IL

Other Businesses

1. *42023- K5 Investments; Investment related: Yes; sarasota, Florida; Investment/Finance/Banking:Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2000; During business hours: 0; After business hours: 4; real estate investor and private equity investor 3. TO SERVE AS CHIEF OPERATING OFFICER OF ENDOVASCULAR ELECTRONICS. 4. *42020- Purchase / Manage Rental Properties; Investment related: Yes; sarasota, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/1998; During business hours: 0; After business hours: 3; Property Management CREATIVE SOCIETY,OWNER;INVESTMENT RELATED;START DATE:07/2016;DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-5;PEORIA IL *446750 - Harvard Club of Sarasota; Investment related - No; Osprey, Florida; Non-Profit, alumni association Education; Board Member, President(proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 3; Marketing *478683- Harvard Business School; Investment related -No; Boston, Massachusetts; Education; Coaching Educator (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 2; After business hours: 5; Coaching Education Topics to Business School Students who are participating in the Exec Ed program *527361- Crimson Strategy Group; Investment related-No; sarasota, Florida; Education; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 5; Business Development/Growth, Teaching and Coaching *566968 - Charlie Trust; Investment Related - No; Canada; Investment/Finance/Banking; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2023; During Business Hours: 0; After Business Hours: 1; Investment Decisions/Advice *584071 - Falcon Inc; Investment Related - No; Chicago, Illinois; Hospital/Healthcare; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 4; Coaching the Board Chair on Strategy and leadership to help grow her skills as an entrepreneur.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-28
• S63 Uniform Securities Agent State Law Examination
  1996-01-19

Other Names

• Coo Yeon Kwon