Charlotte Morgan's Location
United Kingdom
Charlotte Morgan's Work
- Head of Client Experience @ Aviva Investors
- Digital Product Owner and Business Manager - Digital Strategy @ M&G Investments
- Senior Client Relationship Manager - UK Discretionary Sales @ M&G Investments
- Regional Administrator @ Gilson Gray Financial Management
- Various @ Lloyds Banking Group
Charlotte Morgan's Education
- Fort Pitt Grammar School, Kent
- Mid Kent College
Charlotte Morgan's Skills
- Asset Management
- Alternative Investments
- Asset Allocation
- CRM
- Client Relations Skills
- Equities
- Financial Services
- Event Management
- Fixed Income
- Hedge Funds
Charlotte Morgan's Summary
Charlotte Morgan, based in United Kingdom, is currently a Head of Client Experience at Aviva Investors, bringing experience from previous roles at M&g, St. James’s Place Wealth Management and Lloyds Banking Group. Charlotte Morgan holds a Fort Pitt Grammar School, Kent. With a robust skill set that includes Asset Management, Alternative Investments, Asset Allocation, CRM, Client Relations Skills and more, Charlotte Morgan contributes valuable insights to the industry. Charlotte Morgan has 3 emails on RocketReach.
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