John Morgan Email & Phone Number
President and Chief Investment Officer @ Mountain View Strategic Wealth, LLC
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John Morgan Location
- Hopewell Junction, NY, US
John Morgan Work
- 2018 - now President and Chief Investment Officer @
- 2012 - 2018 Vice President — Senior Portfolio Manager @
- 2005 - 2012 Vice President — Client Relations @ Navigator Money Management, Inc.
- 2000 - 2005 Director of Sales and Marketing @
John Morgan Education
- College for Financial Planning 2016 - 2017
- Union College
John Morgan Skills
- Investment Management
- Investments
- Strategic Financial Planning
- Retirement Planning
- Stock Market
- Bond Markets
- Strategy
- Mutual Funds
- ETFs
- Insurance
- Registered Investment Advisor
- Financial Advisory
- Management
- Strategic Planning
- Research
- Risk Management
- Finance
- Financial Services
- Series 65
- Life Insurance
- Compliance
- Customer Service
- Project Management
- Marketing
- Leadership
- Public Speaking
John Morgan Summary
- John Morgan, based in Hopewell Junction, NY, US, is currently a President and Chief Investment Officer at Mountain View Strategic Wealth, LLC. John Morgan brings experience from previous roles at Marshall & Sterling, Navigator Money Management, Inc. and Ethan Allen Workforce Solutions. John Morgan holds a 2016 - 2017 College for Financial Planning. With a robust skill set that includes Investment Management, Investments, Strategic Financial Planning, Retirement Planning, Stock Market and more. John Morgan has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Mountain View Strategic Wealth, LLC Employees
John Morgan
President and Chief Investment Officer
Hopewell Junction, NY, US
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