Alyssa Morris Email & Phone Number
Managing Director - Client Advisor @ Freestone Capital Management
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Alyssa Morris Location
- San Francisco, CA, US
Alyssa Morris Work
- 2022 -now Managing Director - Client Advisor @
- 2015 -2022 Principal @
- 2014 -2015 Wealth Manager @
- 2013 -2014 Wealth Manager @
- 2011 -2013 Senior Director @
- 2009 -2011 Vice President @
- 2004 -2009 Director @
- 2001 -2004 Associate @
- 1996 -1998 Analyst @ Bankers Trust (BT Alex. Brown)
Alyssa Morris Education
- Georgetown Law 1998-2001
- University of Pennsylvania - The Wharton School
BS (Finance & Health Care Management)
1992-1996
Alyssa Morris Skills
- Personal Financial Planning
- Investments
- Finance
- Capital Markets
- Alternative Investments
- Due Diligence
- Investment Banking
- Start-ups
- Leveraged Finance
- Private Placements
- Business Development
- Deal Execution
- Corporate Development
- Corporate Finance
- Capital Raising
- Financial Modeling
- Capital Structure
- M&A experience
- Investor Relations
- Deal Screening
- Industry Research
- Legal
- Start Ups
- Legal Advice
- Business Operations
- Fundraising
- Microsoft Office
- Microsoft Word
- Marketing
- Personal Financial
- Financial Analysis
- Business Strategy
Alyssa Morris Summary
- Alyssa Morris, based in San Francisco, CA, US, is currently a Managing Director - Client Advisor at Freestone Capital Management. Alyssa Morris brings experience from previous roles at Parallel Advisors, LLC, Waypoint Wealth Partners, Parallel Advisors and SecondMarket. Alyssa Morris holds a 1998 - 2001 Georgetown Law. With a robust skill set that includes Personal Financial Planning, Investments, Finance, Capital Markets, Alternative Investments and more. Alyssa Morris has 3 emails and 2 mobile phone numbers on RocketReach.
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