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
- 2020 -now First Vice President, Wealth Management @
- 2018 -2020 Regional Sales Director, Pacific Coast @
- 2016 -2018 Vice President, Business Development Manager @
- 2015 -2016 Associate Vice President, Associate Complex Manager @
- 2014 -2015 Corporate Strategy and Pension Solutions @
- 2013 -2014 Global Capital Markets FIG Solutions Analyst @
- 2008 -2013 Co-Founder and CFO @ A.P.E.X. LLC
- 2012 -2012 Global Capital Markets Fixed Income Coverage - Summer Analyst @
- 2011 -2011 Private Wealth Management - Alternative Investments Group - Summer Analyst @
- 2004 -2008 Sergeant @
Brian Morgan Education
- Columbia University in the City of New York
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 in the City of New York. 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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