Jeff Morin Email & Phone Number
Major Market Solutions @ Paychex
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Jeff Morin Location
- California, United States
Jeff Morin Work
- Major Market Solutions @ (February 2019 - Present)
- Associate Producer @ (August 1996 - Present)
- V P National Account Executive and Commercial Card Services @ (September 2017 - February 2019)
- Regional Manager, Business Development @ (January 2016 - March 2017)
- Client Manager - Top Client Group @ (March 2014 - December 2015)
- Account Executive @ (April 2011 - September 2013)
- Managing Director @ (February 2008 - November 2010)
- Vice President and Team Leader, Corporate Treasury Services @ Lehman Brothers (June 2005 - February 2008)
- Vice President Private Wealth Management @ (January 1997 - December 2005)
- Assistant Vice President @ (January 1993 - December 1997)
Jeff Morin Education
- University of California, Berkeley - Walter A. Haas School of Business
Business Administration (Finance)
1987-1989 - Saint Mary's College of California
Mathematics & English (Mathematics & English)
1985-1987
Jeff Morin Skills
- Portfolio Management
- Investments
- Salesforce.com
- Series 7
- Asset Managment
- Securities
- Trading
- Capital Markets
- Business Strategy
- Investor Relations
- Business Development
- Management
- Solution Selling
- Executive Management
- Corporate Finance
- Leadership
- Financial Services
- Start-ups
- Finance
- Competitive Analysis
- Cold Calling
- Venture Capital
- Analytics
- Fixed Income
- Treasury Management
- Cash Management
- CRM
- Strategic Financial Planning
- Wealth Management
- SaaS
- Sales Management
- Sales
- Sales Process
- Strategy
- Cloud Computing
- Sales Operations
- Mergers & Acquisitions
- Entrepreneurship
- Enterprise Software
- Lead Generation
- Selling
- Strategic Partnerships
- Asset Management
- Microsoft Word
- Customer Service
- Development
- Microsoft Office
- Cash
- Start Ups
- SAN
- Marketing
- Mergers and Acquisitions
- Compliance
Jeff Morin Summary
- Jeff Morin, based in California, United States, is currently a Major Market Solutions at Paychex. Jeff Morin brings experience from previous roles at Fox Sports, Commerce Bank, American Express and American Express OPEN. Jeff Morin holds a 1987 - 1989 Business Administration in Finance @ University of California, Berkeley - Walter A. Haas School of Business. With a robust skill set that includes Portfolio Management, Investments, Salesforce.com, Series 7, Asset Managment and more. Jeff Morin has 2 emails and 1 mobile phone numbers on RocketReach.
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