Catie Morici Email & Phone Number
Managing Director, Private Wealth Services @ Crest Capital Advisors
Catie Morici Location
San Diego, CA, US
Catie Morici Work
- 2025 - now Managing Director, Private Wealth Services @ Crest Capital Advisors
- 2012 - now Director of Private Wealth Services @ Crest Capital Advisors
- 2005 - 2012 Senior Registered Client Service Associate @ UBS Group AG
- 2005 - 2005 Consultant @ UBS Group AG
- 2003 - 2005 Wealth Management Services Specialist @ State Street
- 2001 - 2003 International Team Administrator @ Deutsche Bank
Catie Morici Education
- Elon University
Bachelor of Science (Business Administration)
1997 - 2001
Catie Morici Skills
- PowerPoint
- Banking
- Microsoft Excel
- Investments
- Public Speaking
- Training
- Nursing
- Wealth Management
- Strategy
- SDLC
Catie Morici Summary
Catie Morici, based in San Diego, CA, US, is currently a Managing Director, Private Wealth Services at Crest Capital Advisors. Catie Morici brings experience from previous roles at Crest Capital Advisors, UBS Financial Services, Inc, UBS Wealth Management and State Street. Catie Morici holds a 1997 - 2001 Bachelor of Science in Business Administration @ Elon University. With a robust skill set that includes PowerPoint, Banking, Microsoft Excel, Investments, Public Speaking and more. Catie Morici has 3 emails and 2 mobile phone numbers on RocketReach.
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