Morgan Mears Email & Phone Number
Investment Operations Lead @ Dakota Wealth Management
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Morgan Mears Location
- Philadelphia, PA, US
Morgan Mears Work
- Investment Operations Lead @ (August 2026 - Present)
- Investment Operations Team Lead @ (September 2024 - August 2026)
- Investment Operations Specialist @ (May 2022 - September 2024)
- Trading Specialist @ (January 2021 - May 2022)
- AML Compliance Analyst @ (November 2019 - July 2020)
- Business Operations Intern @ (May 2018 - August 2018)
Morgan Mears Education
- University of Delaware
Bachelor of Science (Finance and Economics - Double Major)
2015-2019 - Sussex Central High School
High School Diploma
Morgan Mears Summary
- Morgan Mears, based in Philadelphia, PA, US, is currently a Investment Operations Lead at Dakota Wealth Management. Morgan Mears brings experience from previous roles at Pitcairn, Affinity Wealth Management LLC and JPMorgan Chase & Co.. Morgan Mears holds a 2015 - 2019 Bachelor of Science in Finance and Economics - Double Major @ University of Delaware. Morgan Mears has 1 emails and 1 mobile phone numbers on RocketReach.
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