Gene Morris Email & Phone Number
Investment Specialist @ SoFi
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Gene Morris Location
- Jacksonville, FL, US
Gene Morris Work
- 2024 -now Investment Specialist @
- 2023 -2024 Financial Advisor @
- 2022 -2023 Financial Advisor Associate @
- 2021 -2022 President @
- 2018 -2021 Premium Elite Relationship Manager @
- 2017 -2018 Wealth Manager @
- 2016 -2017 Portfolio Manager @ LBA Wealth Management, LLC
- 2014 -2016 AVP, Premium Elite Relationship Manager @
- 2013 -2014 Premium Elite Team Lead @
- 2012 -2013 Trade Elevation Specialist @
- 2012 -2012 Trade Specialist @
- 2011 -2012 Senior Investment Specialist @
- 2010 -2010 Financial Solutions Advisor @
Gene Morris Education
- University of Florida
Bachelor of Science (B.S.) (Kappa Alpha Order)
2007-2009 - Bishop Kenny High School
Gene Morris Skills
- Broker-Dealer Operations
- Relationship Development
- Broker-Dealer Compliance
- Technical Analysis
- Portfolio Management
- Financial Analysis
- Leadership
- Investments
- Business Analysis
- Credit
- Broker Dealer Operations
- Strategic Planning
- Strategy
- Broker Dealer Compliance
- Training
- Wealth Management
- Marketing
- Customer Service
Gene Morris Summary
- Gene Morris, based in Jacksonville, FL, US, is currently a Investment Specialist at SoFi. Gene Morris brings experience from previous roles at PNC, Davis Capital Management LLC, Riverside Rotary Club of Jacksonville and Merrill Edge. Gene Morris holds a 2007 - 2009 Bachelor of Science (B.S.) in Kappa Alpha Order @ University of Florida. With a robust skill set that includes Broker-Dealer Operations, Relationship Development, Broker-Dealer Compliance, Technical Analysis, Portfolio Management and more. Gene Morris has 3 emails and 5 mobile phone numbers on RocketReach.
Looking for a different Gene Morris?
Find contact details for 700 million professionals.
Others Named Gene Morris
Gene Morris
Founder, Principal
Philadelphia, PA, US
Gene Morris
Security Officer
Royse City, TX, US
Gene Morris
Director QA
Canada
Gene Morris
Senior Solutions Engineer
New York, NY, US
Top SoFi Employees
Chris Lapointe
Chief Financial Officer
San Francisco, CA, US
Rob Lavet
Chief Legal Officer
Washington, DC, US
Ram Muthaiyan
Chief Credit Officer
Texas, United States
Cameron McKnight
Vice President of Product Management
San Francisco, CA, US
Benedict Copping
Founder, Sandbox
California, United States
William Tanona
SVP, Head of Corporate Development
San Francisco, CA, US
Morey Carlson
Chief Accounting Officer
Salt Lake City, UT, US
Lauren Webb
Chief Marketing Officer
California, United States
David Bohm
Chief Compliance Officer
Walnut Creek, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co