Brian Morgan Email & Phone Number
First Vice President, Wealth Management @ Morgan Stanley
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Brian Morgan Location
- Burlingame, CA, US
Brian Morgan Work
- First Vice President, Wealth Management @ (March 2020 - Present)
- Regional Sales Director, Pacific Coast @ (June 2018 - March 2020)
- Vice President, Business Development Manager @ (March 2016 - June 2018)
- Associate Vice President, Associate Complex Manager @ (September 2015 - March 2016)
- Corporate Strategy and Pension Solutions @ (November 2014 - September 2015)
- Global Capital Markets FIG Solutions Analyst @ (June 2013 - October 2014)
- Co-Founder and CFO @ A.P.E.X. LLC (September 2008 - June 2013)
- Global Capital Markets Fixed Income Coverage - Summer Analyst @ (June 2012 - August 2012)
- Private Wealth Management - Alternative Investments Group - Summer Analyst @ (May 2011 - August 2011)
- Sergeant @ (February 2004 - February 2008)
Brian Morgan Education
- Columbia University
Bachelor's Degree (Political Science and Government)
2010-2012 - Montgomery College
Associate's Degree (General Studies)
2008-2010
Brian Morgan Skills
- Entrepreneurship
- Capital Markets
- Venture Capital
- Private Equity
- Networking
- Valuation
- Start-ups
- Leadership Development
- Analysis
- Strategy
- Strategic Planning
- Public Speaking
- Recruiting
- Talent Developer
- Security Clearance
- Microsoft Office
- Data Analysis
- Financial Analysis
- Leadership
- Finance
- Start Ups
- Financial Services
- Services
Brian Morgan Summary
- Brian Morgan, based in Burlingame, CA, US, is currently a First Vice President, Wealth Management at Morgan Stanley. Brian Morgan brings experience from previous roles at Morgan Stanley. Brian Morgan holds a 2010 - 2012 Bachelor's Degree in Political Science and Government @ Columbia University. With a robust skill set that includes Entrepreneurship, Capital Markets, Venture Capital, Private Equity, Networking and more. Brian Morgan has 2 mobile phone numbers on RocketReach.
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