Erik Morris Email & Phone Number
Chief Compliance Officer @ Ocean Park Asset Management
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Erik Morris Location
- Philadelphia, PA, US
Erik Morris Work
- 2023 -now Chief Compliance Officer @
- 2022 -2023 Director of Compliance @
- 2022 -2023 Head Of Compliance @ KORE Private Wealth
- 2021 -2022 Director, Chief Compliance Officer at Cipperman Compliance Services, LLC @
- 2020 -2021 Chief Operating Officer and Chief Compliance Officer @ Asset Planning Services, Ltd.
- 2018 -2020 Director of Operations and Chief Compliance Officer @ Asset Planning Services, Ltd.
- 2016 -2018 Director of Operations @ Asset Planning Services, Ltd.
- 2015 -2016 Director, Sr. Group Manager @ Lockwood Advisors, Inc.
- 2012 -2015 Vice President, Manager of Portfolio Management Operations @ Lockwood Advisors, Inc.
- 2010 -2012 Assistant Vice President, Compliance Officer @ Lockwood Advisors, Inc.
- 2010 -2012 Vice President, Project Manager (M and A Special Project) @ Lockwood Advisors, Inc.
- 2008 -2010 Assistant Vice President, Operational Risk Analyst @
- 2007 -2008 Portfolio Turnover Specialist and Process Review Analyst @
- 2005 -2007 Performance Reporting Analyst @
- 2004 -2005 Economic Research Associate @ A. Gary Shilling & Co.
Erik Morris Education
- Saint Joseph's University
Master of Science (M.S.) (Financial Services)
2010-2012 - Lehigh University
Bachelor of Arts (B.A.) (Economics & International Relations)
2000-2004
Erik Morris Summary
- Erik Morris, based in Philadelphia, PA, US, is currently a Chief Compliance Officer at Ocean Park Asset Management. Erik Morris brings experience from previous roles at Corient, KORE Private Wealth, Cipperman Compliance Services, LLC and Asset Planning Services, Ltd.. Erik Morris holds a 2010 - 2012 Master of Science (M.S.) in Financial Services @ Saint Joseph's University. Erik Morris has 2 emails and 2 mobile phone numbers on RocketReach.
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Erik Morris
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Philadelphia, PA, US
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