Jeff Morin Email & Phone Number
Major Market Solutions @ Paychex
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Jeff Morin Location
- California, United States
Jeff Morin Work
- 2019 -now Major Market Solutions @
- 1996 -now Associate Producer @
- 2017 -2019 V P National Account Executive and Commercial Card Services @
- 2016 -2017 Regional Manager, Business Development @
- 2014 -2015 Client Manager - Top Client Group @
- 2011 -2013 Account Executive @
- 2008 -2010 Managing Director @
- 2005 -2008 Vice President and Team Leader, Corporate Treasury Services @ Lehman Brothers
- 1997 -2005 Vice President Private Wealth Management @
- 1993 -1997 Assistant Vice President @
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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