The Harper Koren Group - Morgan Stanley Team - Oakland, CA
Morgan Stanley
The Harper Koren Group
at Morgan Stanley
One Kaiser Plaza
Suite 900
Oakland, CA 94612
tel: (510) 839-8080
toll-free: (800) 755-1579
fax: (510) 891-0578

From left: Jose Zavaleta, Jr, Gena Harper, Carla Koren

Gena Harper
Gena Harper
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
tel: (510) 891-5241
toll-free: (800) 755-1579
fax: (510) 891-0578
Professional Details
  • Certified Investment Management Analyst (CIMA)
    Wharton School of Business
  • Senior Investment Management Consultant (SIMC)
  • Series 7, 63 & 65 Licensed
  • Past President - Downtown Berkeley YMCA
    Volunteered and Served on Board of Directors
  • Girls Inc. of Alameda County - Volunteer
  • Past Board Member of Guide Dogs for the Blind
  • Past Board Member of the Glaucoma Foundation
Gena Harper holds the following registrations:
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, MN, NC, NJ, NM, NV, NY, OH, OR, PA, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Carla Koren
Carla Koren
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
Retirement Plan Consultant
tel: (510) 891-5240
toll-free: (800) 755-1579
fax: (510) 891-0578
Professional Details
  • Bachelor of Arts - English, 1985
    magna cum laude
    University of California - Los Angeles
    Los Angeles, CA
  • Masters of Business Administration, 1991
    Haas School of Business
    University of California - Berkeley
    Berkeley, CA
  • Certified Investment Management Analyst (CIMA)
  • Senior Investment Management Consultant (SIMC)
  • Corporate Retirement Plan Director
  • PLAN SPONSOR Retirement Professional (PRP)
  • Series 7, 63, 65 & 3 Licensed
  • California State Life Insurance
  • Girls Inc. of Alameda County - Board Memeber, Finance Committee Member
  • Super Stars Literacy - Board Chair 2011-2012 - Leadership Team Member since 2001
  • Junior League of Oakland - East Bay, Inc.
    Member since 1992
    Member of Leadership Team in Different Roles since 1993
    Board Secretary, 1998 - 2000
    Board President, 2001 - 2002
  • Business Owners Executive Counsel
Carla Koren holds the following registrations:
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, MN, NC, NJ, NM, NV, NY, OH, OR, PA, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Jose Zavaleta
Jose Zavaleta
Financial Advisor
tel: (510) 891-5242
toll-free: (800) 755-1579
fax: (510) 891-0578
Professional Details
  • BS - Finance, 1992
    Hawaii Pacific University
  • 1991 - 1999: US Army Veteran
    Tactical Satellite Communications Specialist
  • Insurance Licensed
    Series 7, 63 & 65 Licensed
  • 1996 - 1997: Dean Witter
    Sales Assistant
  • 1994 - 1996: Valva Realty
    Property Manager
  • 1987 - 1991: State of California
    State Compensation Insurance Fund Dept Claims Specialist
    Bofa - Ops Associate
Jose Zavaleta holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, NC, NJ, NM, NY, OR, TX, VA, WA; General Securities Representative; Investment Advisor Representative;

Randy Enders
Group Administrator
tel: 510-891-5243
fax: 510-295-2537
Professional Details
  • Bachelor of Music, 1986
    summa cum laude
    Westminster Choir College
    Princeton, NJ
  • Masters of Business Administration, 1991
    Indiana University
    Bloomington, IN
  • 25 years experience in the Financial Services Industry
    -A.G. Edwards
    -Raffensperger Hughes
    -Charles Schwab
    -Smith Barney
    -Merrill Lynch
  • Series 7, 63, 65, 3, 8, 24 Licensed

Joel Kiernan
Client Service Associate
tel: 510-891-5246
fax: 510-891-0578
Professional Details
  • Bachelor of Arts - Economics, 2008
    University of California - Irvine
    Irvine, CA
  • Masters of Business Administration, 2011
    Specialization in Finance
    SDSU College of Business Administration
    San Diego State University
    San Diego, CA
  • Series 7, 66, Licensed

Shiqi Wang
Client Service Associate
tel: 510-891-5245
fax: 510-891-0578
Professional Details
  • 5 years of Sales & Operations experience in Banking
    -Innovative Bank
    -Wells Fargo
    -Citigroup
  • Certificate of Fine Arts, 2007
    Illustration
    Academy of Art University
    San Francisco, CA

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