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
- Private Wealth Investment Management Specialist @ (October 2023 - Present)
- Wealth Management Specialist @ (August 2022 - October 2023)
- Product Analyst @ (September 2021 - August 2022)
- Analyst, CSO Product Services @ (September 2019 - September 2021)
- Client Reporting and Service Analyst @ (August 2017 - September 2019)
- Research Intern @ (April 2017 - July 2017)
- Associate Managing Director @ KSU Student Managed Investment Fund LLC (January 2017 - May 2017)
- Financial Analyst @ KSU Student Managed Investment Fund LLC (August 2016 - May 2017)
- Executive Management Intern @ Medical Innovation Holdings Inc. (June 2016 - January 2017)
- Front Service Clerk @ (October 2011 - June 2016)
Morgan Sanchez Education
- Kennesaw State University
Bachelor of Business Administration - BBA (Finance, Minor: Information Security and Assurance)
2013-2017
Morgan Sanchez Skills
- Customer Service
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Teamwork
- Time Management
- Management
- Retail
- Customer Satisfaction
- Finance
- Leadership
- Team Leadership
- Financial Analysis
- Financial Reporting
- Presentations
- Project Management
- Microsoft PowerPoint
- Problem Solving
- Training
- Team Building
- Presentation Skills
- Business Analysis
- Accounting
- Quantitative Analytics
- Research
- Financial Modeling
- Financial Statements
- Data Analysis
- Investment Strategies
- Communication
- Microsoft Outlook
- Fixed Income Analysis
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, Minor: Information Security and Assurance @ 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.
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