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Danielle Morgan Location
Philadelphia, PA, US
Danielle Morgan Work
2023 -now Senior Relationship Manager @
2017 -now Relationship Management Manager @
2016 -2017 Life Insurance Agent @
2015 -2016 Research Manager @
2012 -2015 Account Executive @
2012 -2012 Account Manager @
2011 -2012 Registered Representative @
Danielle Morgan Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA) (Finance, General)
2005-2010
Danielle Morgan Skills
Manage Client Relationships
Customer Service
Series 7
Series 24
Series 63
Account Management
Research
Project Management
Data Analysis
Securities
Financial Analysis
Relationship Management
Banking
Mergers & Acquisitions
Equities
Financial Services
CRM
Investments
Risk Management
Asset Management
BLS
PowerPoint
Marketing
Mergers and Acquisitions
Danielle Morgan Summary
Danielle Morgan, based in Philadelphia, PA, US, is currently a Senior Relationship Manager at Computershare. Danielle Morgan brings experience from previous roles at Georgeson and American Income Life Insurance Company. Danielle Morgan holds a 2005 - 2010 Bachelor of Business Administration (BBA) in Finance, General @ Temple University - Fox School of Business and Management. With a robust skill set that includes Manage Client Relationships, Customer Service, Series 7, Series 24, Series 63 and more. Danielle Morgan has 3 emails and 3 mobile phone numbers on RocketReach.
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