Edith Morris Email & Phone Number

Junior Associate @ Catt Wealth Consulting LLC

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Edith Morris Location

Charlotte, NC, US

Edith Morris Work

Junior Associate @ (June 2026 - Present)
Advisor Communications Supervisory Principal @ (January 2026 - March 2026)
Compliance and Supervision Consultant @ Northwestern Mutual Life Ins Co (February 2025 - June 2025)
Compliance Supervisor @ Northwest Mutual (ADECCO) (January 2025 - January 2025)
Customer Relations Associate and Sr. Compliance Analyst @ (January 2016 - October 2024)
Sr. Compliance Analyst @ (October 2015 - October 2024)
Senior Compliance Analyst @ (January 2018 - January 2024)
Senior Compliance Analyst @ Brighthouse Financial MetLife (January 2016 - January 2024)
Principal - Senior Compliance Analyst @ (October 2015 - October 2016)
Principal - Senior Compliance Analyst @ (December 2013 - December 2015)
Principal - Annuity Suitability @ (December 2013 - October 2015)
Business Broker @ (January 2013 - January 2015)
Senior Compliance Analyst @ (January 2010 - January 2013)
Senior Compliance Analyst @ (May 2010 - December 2012)
Associate Client Executive @ (July 2002 - May 2010)

Edith Morris Education

University of Phoenix-Online
Bachelor of Science Degree (Business Management)
2004-2009
University of Phoenix
Master of Managment/Human Resources (Human Resources)
2002-2009
High School
Diploma (College/University Preparatory and Advanced High School/Secondary )
1980-1984
University of Phoenix
Master of Business Administration (Human Resources Management/Personnel Administration, General)
University of Phoenix
Bachelor of Science (Business Administration and Management, General)

Edith Morris Skills

Account Management
Accurint
Adobe Acrobat
Analysis
Anti-Money Laundering
Application Lifecycle Management
Auditing Standards
Broker-Dealer Compliance
Business Management
Claim
Claim Investigation
Claims Adjusting
Client Presentation
Client Training
Compensation
Complaint Management
Compliance Analysis
Compliance Auditing
Compliance Consulting
Compliance Implementation
Compliance Monitoring
Compliance Operations
Compliance Procedures
Compliance Support
Compliance Testing
Compliance Training
Contract Requirements
Critical Thinking
Customer Relations
Customer Service
Data Presentation
Data Reconciliation
Data Visualization
Employee Benefits
Financial Oversight
Fixed Annuities
GPCRs
Gateway
Health Insurance
Insurance
Investment Advisor Compliance
Leadership
Legal Compliance
Life Insurance
Management
Managing Associates
Microsoft Office
Microsoft PowerPoint
Monitoring Progress
Mutual Funds
New Hire Training
Office Procedures
Online Management
Operational Efficiency
Policies & Procedures
Policy Compliance
Presentations
Process Improvement
Program Management
Project Management
Quality Assurance Audits
Quality Metrics
Regulations
Regulatory Audits
Regulatory Compliance
Regulatory Filings
Regulatory Standards
Relating to Clients
Reporting Requirements
Reviews
Risk Management
Sales
Sales Audit
Sales Compliance
Securities
Self-regulation
Supervisory Skills
Test Execution
Training
Transaction Monitoring
Underwriting
Vendor Management
Web Acceleration
Working with Procurement Professionals
Administrative Assistance
Conflict Management
Anti Money Laundering
Financial Data
Vendors
Brokerage
Data Sheets
Sales Operations
Commercial Litigation
Finance
Competitive Intelligence
Business Partners
Cross Functional Team Leadership
Legal
Executive Administrative Assistance
Financial Statements
Human Capital
Science
Funding
Death
Investment Management
Monitors
Ethics
Accounting
Human Resources
Bonds
Reconcile
System
Telecommunications
Business Services
Reports
Training Of New Employees
FINRA
Testing
Expedite
Professional Women
Scheduling
Organizational Design
Research
Accounts Payable
Payroll
Surveillance
Advertising Agency
Jersey
RFP
Surety
Communication
Negotiation
Series 6
Project Bidding
Bank Reconciliation
New Hires
Credit
Wire Transfers
Project Planning
Indemnity
Project
Governance
Contractual Agreements
HR Management
Client Visits
Vendor Relationship Management
Data Migration
Accounts Receivable
Pricing
Responsibility
Phoenix
Distribution
Obtain
History
Spreadsheets
Electronics
On Line
Compliance
Relationship Building
Profiles
Organizational Behavior
Agents
Interviews
Libraries
Budgets
Staff Development
Risk
Customer Information
Meetings
Acats
Recruiting
Automation
Databases

Edith Morris Summary

Edith Morris, based in Charlotte, NC, US, is currently a Junior Associate at CATT WEALTH CONSULTING, LLC. Edith Morris brings experience from previous roles at LPL Financial, Northwestern Mutual Life Ins Co, Northwest Mutual (ADECCO) and Brighthouse Financial. Edith Morris holds a 2004 - 2009 Bachelor of Science Degree in Business Management @ University of Phoenix-Online. With a robust skill set that includes Account Management, Accurint, Adobe Acrobat, Analysis, Anti-Money Laundering and more. Edith Morris has 3 emails on RocketReach.