Erik Morris's Location
Harleysville, Pennsylvania, United States
Erik Morris's Work
- Head Of Compliance @ KORE Private Wealth
- Director, Chief Compliance Officer at Cipperman Compliance Services, LLC @ Cipperman Compliance Services, LLC
- Chief Operating Officer and Chief Compliance Officer @ Asset Planning Services, Ltd.
- Director of Operations and Chief Compliance Officer @ Asset Planning Services, Ltd.
- Director of Operations @ Asset Planning Services, Ltd.
- Director, Sr. Group Manager @ Lockwood Advisors, Inc.
- Vice President, Manager of Portfolio Management Operations @ Lockwood Advisors, Inc.
- Assistant Vice President, Compliance Officer @ Lockwood Advisors, Inc.
- Vice President, Project Manager (M and A Special Project) @ Lockwood Advisors, Inc.
- Assistant Vice President, Operational Risk Analyst @ Pershing, a BNY Mellon company
Erik Morris's Education
- Lehigh University
Bachelor of Arts (B.A.) (Economics & International Relations)
2000 - 2004 - Saint Joseph's University
Master of Science (M.S.) (Financial Services)
2010 - 2012
Erik Morris's Skills
- Portfolio Management
- Risk Management
- Due Diligence
- Financial Services
- Strategic Financial Planning
- Investment Advisory
- Mergers and 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 2000 - 2004 Bachelor of Arts (B.A.) in Economics & International Relations @ Lehigh 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 2 emails on RocketReach.
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