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Meredith Morse Location
Portland, OR, US
Meredith Morse Work
Financial Advisor @ (July 2021 - Present)
Financial Planning Associate @ (May 2021 - July 2021)
Financial Planning Associate @ (February 2020 - March 2020)
Director of Resource Development Operations @ (July 2017 - January 2020)
Web Portal Senior Manager @ (July 2013 - July 2017)
Sr. Manager of E-Processing and Agency Compliance @ (June 2009 - June 2013)
Marketing and Communication Admin @ (September 2007 - June 2009)
educator @ (January 2006 - January 2007)
EPIC Coordinator @ Watermark Credit Union (January 2001 - January 2006)
Meredith Morse Education
University of Portland
Executive Certificate in Financial Planning
2019-2020
Portland State University
MBA (General)
The University of Texas at Austin
BBA (Marketing)
Meredith Morse Summary
Meredith Morse, based in Portland, OR, US, is currently a Financial Advisor at First Pacific Financial. Meredith Morse brings experience from previous roles at First Pacific Financial, Kimsa Total Wealth and United Way of the Columbia-Willamette. Meredith Morse holds a 2019 - 2020 Executive Certificate in Financial Planning @ University of Portland. Meredith Morse has 3 emails and 2 mobile phone numbers on RocketReach.
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