Kevin Morrissey Email & Phone Number
Vice President @ NorthCoast Asset Management
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Kevin Morrissey Location
- United States
Kevin Morrissey Work
- 2023 -now Vice President @
- 2021 -2023 Vice President, Senior Wealth Advisor @
- 2015 -2021 Financial Advisor @
- 2011 -2015 Vice President @
- 2009 -2011 Financial Advisor @
- 2002 -2009 Business Development Specialist @
Kevin Morrissey Education
- Salve Regina University 2000
Kevin Morrissey Skills
- Alternative Investments
- Series 63
- Financial Advisory
- Registered Investment Advisor
- Bonds
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- Relationship Management
- Variable Annuities
- Series 66
- Investment Advisory
- Financial Services
- Wealth Management
- Investment Strategies
- Asset Management
- Separately Managed Accounts
- Convertible Bonds
- Wealth Preservation Strategies
- ETFs
- 529 Plans
- Hedge Funds
Kevin Morrissey Summary
- Kevin Morrissey, based in United States, is currently a Vice President at NorthCoast Asset Management. Kevin Morrissey brings experience from previous roles at Lido Advisors, LLC, Grimes & Company, Wellesley Investment Advisors, Inc. and Edward Jones. Kevin Morrissey holds a Salve Regina University. With a robust skill set that includes Alternative Investments, Series 63, Financial Advisory, Registered Investment Advisor, Bonds and more. Kevin Morrissey has 2 emails on RocketReach.
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