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Lee Morgan Location
South Carolina, United States
Lee Morgan Work
2017 -now Director, Investments @
2016 -2017 Manager, Financial Services and Consulting @
2007 -2015 Vice President @
2004 -2007 Commercial Lender @
2002 -2004 Relationship Manager @
2000 -2002 Institutional Portfolio Manager @
1995 -2000 Relationship Manager @
Lee Morgan Education
Bates College
Bachelor’s Degree (Political Science and Government)
University of Cincinnati Carl H. Lindner College of Business
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
Wyoming Schools
Lee Morgan Skills
Portfolio Management
Financial Analysis
Banking
Asset Management
Credit
Credit Analysis
Mutual Funds
Investments
Commercial Lending
Relationship Management
Securities
Wealth Management
Series 7
Fixed Income
Asset Allocation
Equities
Lee Morgan Summary
Lee Morgan, based in South Carolina, United States, is currently a Director, Investments at Prisma Health. Lee Morgan brings experience from previous roles at SYNNEX, RBC Global Asset Management (U.S.) Inc. and Fifth Third Bank. Lee Morgan holds a Bachelor’s Degree in Political Science and Government @ Bates College. With a robust skill set that includes Portfolio Management, Financial Analysis, Banking, Asset Management, Credit and more. Lee Morgan has 1 emails and 2 mobile phone numbers on RocketReach.
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