Greg Morris Email & Phone Number
Managing Director, Global Head of Sales @ Heptagon Capital
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Greg Morris Location
- United Kingdom
Greg Morris Work
- 2023 -now Managing Director, Global Head of Sales @
- 2022 -2023 Head of UK Institutional Business Development and Sales @
- 2021 -2022 Head of Alternatives Distribution @
- 2019 -2020 Council Member (Institutional Markets Industry Council) @
- 2019 -2020 Executive and General Manager (Acting) - NAB Private Bank @
- 2018 -2019 Head of Global Investment Desk - NAB Business and Private Bank @
- 2015 -2018 Director, Global Institutional Distribution (NAB Asset Management) @
- 2013 -2015 Private Client Executive - Private Bank @
- 2013 -2013 Consultant @ Callooa Capital
- 2011 -2013 Private Wealth Executive @
- 2008 -2010 Manager - Private Banking @
- 2006 -2008 Regional Sales Director - Retail and Institutional @ Fortis Investments
- 2004 -2006 Managing Director and Co-Founder @ Okaidi Ireland (Tara Retail Ltd)
- 1999 -2004 Regional Manager - North of England, Scotland and Northern Ireland @
Greg Morris Education
- Saïd Business School, University of Oxford 2025-2021
- Saïd Business School, University of Oxford
(Oxford Fintech Programme)
2020-2021 - The Chartered Institute for Securities & Investment (The CISI) 2018
- Ulster University
BA (Hons) (Banking & Finance)
1991-1994 - FINSIA
Fellow (F Fin)
2019 - ACCA 2004
Greg Morris Skills
- Alternative Investments
- Leadership
- Financial Advisory
- Development
- Banking
- Fixed Income
- Bonds
- Corporate Finance
- Net
- Portfolio Management
- Capital Markets
- Derivatives
- Financial Risk
- Investments
- Relationship Management
- Business Development
- Finance
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Strategy
- Financial Services
- Commercial Banking
- Wealth Management
- Equities
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Microsoft Office
- Investment Strategies
- Entrepreneurship
- Risk Management
- Asset Management
- Wealth
- Private Equity
- Business Strategy
- Management
- Investment Banking
- Due Diligence
- Private Banking
- Hedge Funds
- Equity Derivatives
- Financial Markets
- Investment Management
- Structured Products
- Sales
- Venture Capital
- Account Management
- Sales Management
- Institutional Sales
- Presentation Skills
Greg Morris Summary
- Greg Morris, based in United Kingdom, is currently a Managing Director, Global Head of Sales at Heptagon Capital. Greg Morris brings experience from previous roles at abrdn, FINSIA (Financial Services Institute of Australasia) and National Australia Bank. Greg Morris holds a 2025 - 2021 Saïd Business School, University of Oxford. With a robust skill set that includes Alternative Investments, Leadership, Financial Advisory, Development, Banking and more. Greg Morris has 4 emails and 5 mobile phone numbers on RocketReach.
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