Master of Science (M.S.) ( Financial Services, 4.0)
2010 - 2012
Lehigh University
Bachelor of Arts (B.A.) ( Economics & International Relations)
2000 - 2004
Erik Morris's Skills
Portfolio Management
Risk Management
Due Diligence
Financial Services
Strategic Financial Planning
Investment Advisory
Mergers & Acquisitions
Financial Risk
Strategy
Capital Markets
Erik Morris's Summary
Erik Morris, based in Harleysville, Pennsylvania, United States, is currently a Head of Compliance at Kore Private Wealth, bringing experience from previous roles at Cipperman Compliance Services, LLC and Asset Planning Services, Ltd.. Erik Morris holds a 2010 - 2012 Master of Science (M.S.) in Financial Services, 4.0 @ Saint Joseph's University. With a robust skill set that includes Portfolio Management, Risk Management, Due Diligence, Financial Services, Strategic Financial Planning and more, Erik Morris contributes valuable insights to the industry. Erik Morris has 3 emails on RocketReach.