Adrian Morgan Email
Vice President and Portfolio Manager @ Raintree Wealth Management Inc.
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Adrian Morgan Location
- Wollongong, NSW, AU
Adrian Morgan Work
- Warehouse Team Member @ (January 2023 - Present)
- Referee @ (January 2020 - December 2023)
- Vice President and Portfolio Manager @ (January 2019 - Present)
- Vice President, Advisory Services @ Boutique Wealth Management Firm (January 2016 - January 2018)
- Managing Director - Head of Research and Analytics @ (January 2014 - January 2016)
- Manager, Private Investment Operations (Contract Role) @ (January 2013 - January 2014)
- Manager, Business Operations, Total Portfolio Management Department @ (January 2010 - January 2012)
- Sr. Advisor, Private Investments @ (January 2007 - January 2010)
- Manager Corporate Portfolio and Manager Financial Strategy @ (January 2003 - January 2007)
- Associate, Financial Advisory Group @ Kroll Lindquist Avey (January 2000 - January 2003)
- Senior Accountant @ Arthur Andersen (January 1997 - January 2000)
Adrian Morgan Education
- University of Wollongong
Bachelor of Medical Biotechnology (Honours)
2023-2026 - Smith's Hill High School
Adrian Morgan Skills
- Alternative Investments
- Fund Services
- Accounting
- Corporate Finance
- Valuation
- Priority Setting
- Portfolio Management
- Financial Modeling
- Investment Research
- Financial Risk
- Communication
- Investments
- Reviewing Contracts
- Negotiation
- Finance
- Financial Services
- Investment Policy Statements
- Business Planning
- Forensic Accounting
- Investment Strategies
- Asset Management
- Financial Models
- Analyzing Financials
- Investor Presentations
- Critical Thinking
- Writing Skills
- Private Investments
- Management
- Client Interaction
- Alternative Investing
- Due Diligence
- Strategy and Planning
- Action Oriented
- Negotiating
- Problem Solver
- CRM
- Analysis
Adrian Morgan Summary
- Adrian Morgan, based in Wollongong, NSW, AU, is currently a Vice President and Portfolio Manager at Raintree Wealth Management Inc.. Adrian Morgan brings experience from previous roles at Wishart's Paint Solutions, Football Australia, Boutique Wealth Management Firm and Westcourt Capital Corporation. Adrian Morgan holds a 2023 - 2026 Bachelor of Medical Biotechnology (Honours) @ University of Wollongong. With a robust skill set that includes Alternative Investments, Fund Services, Accounting, Corporate Finance, Valuation and more. Adrian Morgan has 1 emails on RocketReach.
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