Annette Morris Email & Phone Number

Alternative Investments Senior Manager, Service and Operations @ Raymond James

View Annette's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Annette Morris Location

Saint Petersburg, FL, US

Annette Morris Work

2025 -now Alternative Investments Senior Manager, Service and Operations @
2022 -2024 Executive Director – Global Wealth Management Alternative Investment Operations @
2016 -2022 Principal - Alternative Investment Services @
2014 -2016 Vice President - Business Finance Manager, Private Bank @
2012 -2014 Manager - Financial Services Performance Improvement Advisory (Alternative Asset Management) @
2011 -2012 Associate @
2010 -2011 Consultant @
2009 -2009 Summer Intern - Market Research Analyst @
2004 -2008 Senior Assurance Associate - Financial Services (Asset Management) @

Annette Morris Education

Duke University - The Fuqua School of Business
MBA (Market Strategy, Decision Sciences)
2010
University of Virginia
MS (Accounting)
2005
University of Florida
BS (Finance)
2004

Annette Morris Skills

Financial Analysis
Analysis
Market Research
Strategy
Leadership
Project Management
Cross-functional Team Leadership
Management
Business Strategy
Investments
Planning
Presentations
Sales
Participation
Consulting
Mortar
Panel Data
Avid
Banking
Engagements
CPG Industry
Financial Services
Brick
Communication
Income
Microsoft Word
Derivatives
Reviews
Testing
Securities
Marketing
Security
Template
Auditor
Asset Management
Process Improvement
Cross Functional Team Leadership
Team Leadership
Assurance
IRI
Networking
Deliverables
Strategic Planning
College Football
Equities
Control Testing
Research
Private Equity
Retail Sales
Biotechnology
Brand Management
Strategic Business Initiatives
Multinational
Nielsen
Strategic Business
Travel
Retail
Financial Advisory
Solution Selling
Reporting Requirements
Market
Psi
Vendors
Business Reviews
Finance
Executive Positions
Business Administration
Dec Alpha
Sales and Marketing
Scholarships
Florida
C Level
Revenue
Design
Science
Auditing
Football
Boston
Accounting
Human Resources
Financials
Profit
System
Business Services
Verifying
Branding
Strategies
Offshore
Calculations
Communication Training
Reporting
Decision Sciences
CPA
Jersey
Admissions
Segments
Perspective
Cross Functional Team
Sports
Corporate Finance
Fixed Income
RFP
Coordination
Manhattan
Strategic Growth
Virginia
Managerial Finance
Private Bank
Advertising
Business Operations
Quantitative Analytics
Entertainment
Overhaul
Project Planning
Sarbanes Oxley Act
Engagement
Basketball
Paper
Small Business Lending
Media
Internal Audit
Regulations
International
Portfolio
Teaching
New York
Business Insights
SAS
Internal Controls
China
Regulatory Filing
Italy
Market Analysis
Back Office
Connecticut
Risk
Middle East
Meetings
Templates
Transform
Tabs
Consumer
Conclusions

Annette Morris Summary

Annette Morris, based in Saint Petersburg, FL, US, is currently a Alternative Investments Senior Manager, Service and Operations at Raymond James. Annette Morris brings experience from previous roles at UBS, BNY Mellon, J.P. Morgan and Ernst & Young. Annette Morris holds a MBA in Market Strategy, Decision Sciences @ Duke University - The Fuqua School of Business. With a robust skill set that includes Financial Analysis, Analysis, Market Research, Strategy, Leadership and more. Annette Morris has 2 emails and 2 mobile phone numbers on RocketReach.