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Meredith Morse Location
Portland, OR, US
Meredith Morse Work
2021 -now Financial Advisor @
2021 -2021 Financial Planning Associate @
2020 -2020 Financial Planning Associate @
2017 -2020 Director of Resource Development Operations @
2013 -2017 Web Portal Senior Manager @
2009 -2013 Sr. Manager of E-Processing and Agency Compliance @
2007 -2009 Marketing and Communication Admin @
2006 -2007 educator @
2001 -2006 EPIC Coordinator @ Watermark Credit Union
Meredith Morse Education
University of Portland
Executive Certificate in Financial Planning
2019-2020
The University of Texas at Austin
BBA (Marketing)
Portland State University
MBA (General)
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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