Chad Morgan Email & Phone Number

Vice President @ MidCap Advisors, LLC

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Chad Morgan's Location

Carlsbad, CA, US

Chad Morgan's Work

Vice President @ MidCap Advisors, LLC
Vice President @ MarshBerry
Consultant and Analyst @ VANTAGE POINT ADVISORS

Assistant Vice President @ Keenan
Vice President @ Willis
Assistant Vice President @ Marsh
Financial Consultant @ A.G. Edwards
Registered Representative @ Olde Financial Corporation

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Chad Morgan's Education

Chartered Financial Analyst (CFA) Institute' s CFA Program
(Security Analysis / Portfolio Management)
2014 - 2015
Creighton University
Master of Security Analysis / Portfolio Management
2009 - 2011
University of Arizona, Eller College of Management
B.S. Business Administration (Finance)
1993 - 1998

College for Financial Planning
Accredited Asset Management Specialist (AAMS) Designation (Asset Management)
Insurance Institute of America
Associate in Risk Management (Risk Management)

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Chad Morgan's Skills

Leadership
D&O
Microsoft Word

Analytics
Healthcare
Financial Analysis
Business Intelligence
Sales
Hospitals

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Chad Morgan's Summary

Chad Morgan, based in Carlsbad, CA, US, is currently a Vice President at MidCap Advisors, LLC, bringing experience from previous roles at MarshBerry, Vantage Point Advisors, Inc., Keenan & Associates and Willis. Chad Morgan holds a 2014 - 2015 Chartered Financial Analyst (CFA) Institute' s CFA Program. With a robust skill set that includes Leadership, D&O, Microsoft Word, Analytics, Healthcare and more, Chad Morgan contributes valuable insights to the industry. Chad Morgan has 1 email and 1 mobile phone number on RocketReach.

Chad Morgan Email Address

Found 1 email address listing:

@midcapadvisors.com

Chad Morgan Phone Number

Found 3 phone numbers:

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