James Morrison Email & Phone Number
Portfolio Specialist - Private Wealth Management @ Goldman Sachs
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James Morrison Location
- New York, NY, US
James Morrison Work
- 2014 -now Portfolio Specialist - Private Wealth Management @
- 2007 -2014 Investment Professional - Private Wealth Management @
James Morrison Education
- Drexel University
Bachelor of Science in Business Administration (Finance and Economics)
2003-2007
James Morrison Skills
- Bloomberg
- Hedge Funds
- Investments
- Alternative Investments
- Asset Allocation
- Wealth Management
- Risk Management
- Economic Research
- Market Analysis
- Equities
- Fixed Income
- Private Equity
- Mutual Funds
- Separately Managed Accounts
- Client Development
- Relationship Management
- Microsoft Office
- Portfolio Management
- Asset Management
- Finance
- Capital Markets
- Financial Analysis
- Microsoft Excel
- Separately Managed
- Investment Strategies
- Services
- Leadership
- Financial Services
- Customer Service
- Banking
James Morrison Summary
- James Morrison, based in New York, NY, US, is currently a Portfolio Specialist - Private Wealth Management at Goldman Sachs. James Morrison brings experience from previous roles at Goldman Sachs. James Morrison holds a 2003 - 2007 Bachelor of Science in Business Administration in Finance and Economics @ Drexel University. With a robust skill set that includes Bloomberg, Hedge Funds, Investments, Alternative Investments, Asset Allocation and more. James Morrison has 3 emails and 1 mobile phone numbers on RocketReach.
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