David Morgan Email & Phone Number
Senior Consultant @ Templar Advisors
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David Morgan Location
- Hong Kong
David Morgan Work
- 2014 -now Senior Consultant @
- 2012 -2014 Executive Director Client Strategy @
- 2011 -2012 Financial Planning @ Study
- 2010 -2010 Director, Product and Business Manager Merrill Lynch Australian Equity Research @
- 2007 -2010 Director, Asian Equity Research Marketing and Product Management @
- 2005 -2007 Director, Institutional Equity Research Sales @
- 1999 -2005 Vice President and Director Institutional Equity Research Sales @
- 1995 -1999 Institutional Non Yen Equity Sales @ Baring Securities
- 1990 -1995 Australian Equity Sales @ McIntosh Barings
David Morgan Education
- Monash University
Master's degree (Counselling)
2018-2020 - Kaplan
Graduate Diploma (Financial Planning)
2011-2012 - Monash University
Bachelor's Degree (Foreign Languages and Literatures, General)
1987-1990 - Ararat High School 1977-1982
David Morgan Skills
- Equities
- Asset Management
- Derivatives
- Emerging Markets
- Equity Derivatives
- Equity Research
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Services
- Fixed Income
- Hedge Funds
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Securities
- Strategic Financial Planning
- Strategy
- Trading
- Valuation
- Capital Markets
- Consulting
- Financial Planning
- Anxiety Management
- Life Coaching
- communication coach
- Performance Management
- Workplace Relations
David Morgan Summary
- David Morgan, based in Hong Kong, is currently a Senior Consultant at Templar Advisors. David Morgan brings experience from previous roles at Nomura International, Study and Merrill Lynch. David Morgan holds a 2018 - 2020 Master's degree in Counselling @ Monash University. With a robust skill set that includes Equities, Asset Management, Derivatives, Emerging Markets, Equity Derivatives and more. David Morgan has 2 emails on RocketReach.
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