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Lee Morgan Location
South Carolina, United States
Lee Morgan Work
Director, Investments @ (January 2017 - Present)
Manager, Financial Services and Consulting @ (January 2016 - January 2017)
Vice President @ (January 2007 - January 2015)
Commercial Lender @ (January 2004 - January 2007)
Relationship Manager @ (January 2002 - January 2004)
Institutional Portfolio Manager @ (January 2000 - January 2002)
Relationship Manager @ (January 1995 - January 2000)
Lee Morgan Education
Wyoming Schools
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)
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 Wyoming Schools. 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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