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
- Managing Director - Client Advisor @ (January 2022 - Present)
- Principal @ (November 2015 - January 2022)
- Wealth Manager @ (December 2014 - November 2015)
- Wealth Manager @ (September 2013 - December 2014)
- Senior Director @ (August 2011 - March 2013)
- Vice President @ (March 2009 - July 2011)
- Director @ (April 2004 - March 2009)
- Associate @ (September 2001 - March 2004)
- Analyst @ Bankers Trust (BT Alex. Brown) (August 1996 - June 1998)
Alyssa Morris Education
- Georgetown Law
Juris Doctorate (Law)
1998-2001 - The Wharton School
BS (Finance & Health Care Management)
1992-1996
Alyssa Morris Skills
- Alternative Investments
- Business Development
- Capital Markets
- Capital Raising
- Capital Structure
- Corporate Development
- Corporate Finance
- Deal Execution
- Deal Screening
- Due Diligence
- Finance
- Financial Modeling
- Industry Research
- Investment Banking
- Investments
- Investor Relations
- Legal
- Leveraged Finance
- M&A experience
- Personal Financial Planning
- Private Placements
- Start-ups
- 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 Juris Doctorate in Law @ Georgetown Law. With a robust skill set that includes Alternative Investments, Business Development, Capital Markets, Capital Raising, Capital Structure and more. Alyssa Morris has 3 emails and 2 mobile phone numbers on RocketReach.
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