Chad Morgan Email & Phone Number
Vice President @ MidCap Advisors, LLC
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Chad Morgan Location
- Carlsbad, CA, US
Chad Morgan Work
- 2020 -now Vice President @
- 2013 -2020 Vice President @
- 2010 -2013 Consultant and Analyst @
- 2008 -2009 Assistant Vice President @
- 2005 -2008 Vice President @
- 2002 -2005 Assistant Vice President @
- 2000 -2002 Financial Consultant @
- 1998 -2000 Registered Representative @ Olde Financial Corporation
Chad Morgan 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)
Chad Morgan Skills
- Leadership
- D&O
- Microsoft Word
- Analytics
- Healthcare
- Financial Analysis
- Business Intelligence
- Sales
- Hospitals
Chad Morgan Summary
- Chad Morgan, based in Carlsbad, CA, US, is currently a Vice President at MidCap Advisors, LLC. Chad Morgan brings 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 has 2 emails and 3 mobile phone numbers on RocketReach.
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