Gene Morris Email & Phone Number
Investment Specialist @ SoFi
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Gene Morris Location
- Jacksonville, FL, US
Gene Morris Work
- Investment Specialist @ (April 2024 - Present)
- Financial Advisor @ (November 2023 - January 2024)
- Financial Advisor Associate @ (January 2022 - August 2023)
- President @ (July 2021 - June 2022)
- Premium Elite Relationship Manager @ (May 2018 - December 2021)
- Wealth Manager @ (April 2017 - May 2018)
- Portfolio Manager @ LBA Wealth Management, LLC (May 2016 - April 2017)
- AVP, Premium Elite Relationship Manager @ (October 2014 - May 2016)
- Premium Elite Team Lead @ (September 2013 - October 2014)
- Trade Elevation Specialist @ (November 2012 - September 2013)
- Trade Specialist @ (August 2012 - November 2012)
- Senior Investment Specialist @ (January 2011 - August 2012)
- Financial Solutions Advisor @ (March 2010 - December 2010)
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.
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