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David Morais Location
Longmeadow, MA, US
David Morais Work
2022 -now Lead Director - Investor Relations @
2020 -2022 Manager, EFLP @
2019 -2020 EFLP Manager @
2014 -2018 Quantitative Consultant @
2012 -2014 Expense Consultant @
2008 -2012 Financial Analyst @
2008 -2008 Temp @ Phoenix Investments
2006 -2007 Intern @ Mortgage Lenders Network
David Morais Education
The University of Connecticut
Bachelor of Science (BS) (Finance, General)
2004-2008
David Morais Skills
Leadership
PowerPoint
Consulting
Conciseness
SAP
Assumptions
Financial Forecasting
Yahoo
Corporate Finance
Insurance
Expenses
Portfolio
Financial Planning
Slides
Cognos
Portfolio Management
Financial Modeling
Languages
Forecasting
Investments
Bloomberg
Finance
Process Improvement
Advertising
Reports
Pivot Tables
Strategy
Financial Services
Driving
Macro
Microsoft Word
Snapshot
Real Estate
Risk Management
Microsoft Excel
Goal Setting
Asset
Hyperion Planning
Financial Analysis
Enterprise Software
Portuguese
Project Planning
Decision Making
Project
Quarterly Reporting
Connecticut
Income
Analysis
Board of Directors
Allocations
Computer Proficiency
Variance Reports
Spanish
David Morais Summary
David Morais, based in Longmeadow, MA, US, is currently a Lead Director - Investor Relations at CVS Health. David Morais brings experience from previous roles at CVS Health, Aetna, a CVS Health Company and MassMutual. David Morais holds a 2004 - 2008 Bachelor of Science (BS) in Finance, General @ The University of Connecticut. With a robust skill set that includes Leadership, PowerPoint, Consulting, Conciseness, SAP and more. David Morais has 2 emails and 2 mobile phone numbers on RocketReach.
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