David Morton Email & Phone Number

Vice President-Investments, Fundamental Choice Portfolio Manager @ Wells Fargo Advisors

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David Morton Location

Washington, DC, US

David Morton Work

2008 - now Vice President-Investments, Fundamental Choice Portfolio Manager @ Wells Fargo Advisors
1998 - 2008 Vice President-Wealth Management @ CitiSmithBarney
1987 - 1998 Assistant Vice President- Investments @ Merrill Lynch

David Morton Education

New York University
MBA (Finance and International Business)
1984
The Gilman School
1975
New York University

David Morton Skills

Investments
Retirement Planning
Securities

Insurance
Risk Management
Financial Services
Equities
Asset Allocation
Fixed Income
Bonds

see less

David Morton Summary

David Morton, based in Washington, DC, US, is currently a Vice President-Investments, Fundamental Choice Portfolio Manager at Wells Fargo Advisors. David Morton brings experience from previous roles at CitiSmithBarney and Merrill Lynch. David Morton holds a MBA in Finance and International Business @ New York University. With a robust skill set that includes Investments, Retirement Planning, Securities, Insurance, Risk Management and more. David Morton has 1 emails and 2 mobile phone numbers on RocketReach.

David Morton Emails

Found 1 emails

@gmail.com

David Morton Phone Numbers

Found 5 phone numbers

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David Morton

COO and Director at Maxim Consulting Group

United States
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- maximconsulting.com
- gmail.com
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- +1 661-410-XXXX
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David Morton

President - Marketing Services at JWMorton

Cedar Rapids, IA, US
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- jwmorton.com
- gmail.com
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- +1 563-373-XXXX
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- +1 319-365-XXXX

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