Morgan Sanchez Email & Phone Number

Private Wealth Investment Management Specialist @ Merrill Lynch

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Morgan Sanchez Location

Atlanta, GA, US

Morgan Sanchez Work

2023 - now Private Wealth Investment Management Specialist @ Merrill Lynch
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2022 - 2023 Wealth Management Specialist @ Merrill Lynch
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2021 - 2022 Product Analyst @ Invesco Ltd.
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2019 - 2021 Analyst, CSO Product Services @ Invesco Ltd.
2017 - 2019 Client Reporting and Service Analyst @ Invesco Ltd.
2017 - 2017 Research Intern @ Henssler Financial
2017 - 2017 Associate Managing Director @ KSU Student Managed Investment Fund LLC
2016 - 2017 Financial Analyst @ KSU Student Managed Investment Fund LLC
2016 - 2017 Executive Management Intern @ Medical Innovation Holdings Inc.
2011 - 2016 Front Service Clerk @ Publix Super Markets

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Morgan Sanchez Education

Kennesaw State University
Bachelor of Business Administration - BBA (Finance, General)
2013 - 2017

Morgan Sanchez Skills

Customer Service
Microsoft Office
Microsoft Excel

Microsoft Word
PowerPoint
Teamwork
Time Management
Management
Retail
Customer Satisfaction

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Morgan Sanchez Summary

Morgan Sanchez, based in Atlanta, GA, US, is currently a Private Wealth Investment Management Specialist at Merrill Lynch. Morgan Sanchez brings experience from previous roles at Merrill Lynch and Invesco Ltd.. Morgan Sanchez holds a 2013 - 2017 Bachelor of Business Administration - BBA in Finance, General @ Kennesaw State University. With a robust skill set that includes Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint and more. Morgan Sanchez has 2 emails and 1 mobile phone numbers on RocketReach.

Morgan Sanchez Emails

Found 2 emails

Morgan Sanchez Phone Numbers

Found 2 phone numbers

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