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
Jon Brenner
Principal and Strategic Advisor
San Diego, CA, US
Tom Halloran
President and CEO of Cetera Advisors
Wellesley, MA, US
Mike Ragunas
Chief Technology Officer
Denver, CO, US
Thomas Gooley
Chairperson of the Board of Trustees
San Diego, CA, US
Todd MacKay
President, Cetera Wealth Management
Evergreen, CO, US
Christian Mitchell
President, Cetera Solutions
San Diego, CA, US
Timothy Stone
Chief Operating Officer
El Segundo, CA, US
John Soto
President ESQ. Financial Group
Nesconset, NY, US
Deepti Tivel
Managing Director, Head of Talent Acquisition
San Diego, CA, US
Thomas Zochowski
Vice President Technology Operations
San Diego, CA, US
Michael Durbin
Chief Executive Officer
United States
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