Amy Morrison Email & Phone Number
Chief Of Staff @ Cetera Financial Group
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Amy Morrison Location
- San Diego, CA, US
Amy Morrison Work
- 2022 -now Chief Of Staff @
- 2006 -2022 Senior Vice President @
- 2006 -2019 Vice President @
- 2004 -2005 Business Analyst @ Financial Profiles (Currently EISI)
- 2002 -2002 Investment Specialist @
- 1999 -2002 Operations Principal and Trading Trading Desk Operator @ XCU Capital Corporation
Amy Morrison Education
- Pepperdine Graziadio Business School
- Georgia Institute of Technology
BS (Management - Minor: Finance)
Amy Morrison Skills
- Series 7
- FINRA
- Cross Functional Team Leadership
- Business Process Improvement
- ERP
- SDLC
- PMO
- Software Development
- Budgets
- Project Management
- Project Portfolio
- Vendor Management
- Strategic Financial Planning
- Program Management
- Mutual Funds
- Project Portfolio Management
- Financial Services
- Process Improvement
- Cross Functional Team
- Securities
- Business Analysis
- Strategy
- Forecasting
- Integration
- Business Process
- Business Intelligence
- Investments
- Management
- Financial Planning
- Software Documentation
- Strategic Financial
- Budgeting
Amy Morrison Summary
- Amy Morrison, based in San Diego, CA, US, is currently a Chief Of Staff at Cetera Financial Group. Amy Morrison brings experience from previous roles at LPL Financial, Financial Profiles (Currently EISI) and Freeman Associates. Amy Morrison holds a Pepperdine Graziadio Business School. With a robust skill set that includes Series 7, FINRA, Cross Functional Team Leadership, Business Process Improvement, ERP and more. Amy Morrison has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Cetera Financial Group Employees
Jon Anderson
Managing Director, Head of Workplace and Retirement
San Diego, CA, US
Tom Halloran
President and CEO of Cetera Advisors
Wellesley, MA, US
Casper Thomsen
Managing Director, Head of Enterprise Data
Texas, United States
Edward O'Brien
Chief Operating Officer
Boston, MA, US
Jennifer Hanau
President, RIA and Branches Channel
Boulder, CO, US
Summer Pretzer
Senior Vice President, Head of Risk Controls
San Diego, CA, US
Christian Mitchell
President, Cetera Solutions
San Diego, CA, US
Adeline Wong
SVP, Head of Retirement Plan Programs and Strategy
San Diego, CA, US
Deepti Tivel
Managing Director, Head of Talent Acquisition
San Diego, CA, US
Jeff Buchheister
Chief Financial Officer
San Diego, CA, US
Andy Watts
President, Tax Channel
Texas, United States
Scott Hennon
Chief Information Security Officer and Head of Enterprise IT Risk Management
Florida, United States
Devin Meshay
Managing Director, Deputy Head of Corporate Development
Los Angeles, CA, US
Andrea Shane
Managing Director, Head of Sales and Growth Operations
Florida, United States
Michael Durbin
Chief Executive Officer
United States
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