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
- Chief Of Staff @ (April 2022 - Present)
- Senior Vice President @ (March 2006 - March 2022)
- Vice President @ (March 2006 - November 2019)
- Business Analyst @ Financial Profiles (Currently EISI) (February 2004 - December 2005)
- Investment Specialist @ (January 2002 - August 2002)
- Operations Principal and Trading Trading Desk Operator @ XCU Capital Corporation (September 1999 - January 2002)
Amy Morrison Education
- Pepperdine Graziadio Business School
MBA (Global Business)
- 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 MBA in Global Business @ 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 1 emails and 3 mobile phone numbers on RocketReach.
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Top Cetera Financial Group Employees
Prashant Sarode
Managing Director, Head of AI
Charlotte, NC, US
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
Mike Ragunas
Chief Technology Officer
Denver, CO, US
Edward O'Brien
Chief Operating Officer
Boston, MA, US
Todd MacKay
President, Cetera Wealth Management
Evergreen, CO, 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
Maxwell Razzore
Vice President - Program Manager
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
Andrea Shane
Managing Director, Head of Sales and Growth Operations
Florida, United States
Michael Durbin
Chief Executive Officer
United States
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