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 @
- 2022 -2023 Wealth Management Specialist @
- 2021 -2022 Product Analyst @
- 2019 -2021 Analyst, CSO Product Services @
- 2017 -2019 Client Reporting and Service Analyst @
- 2017 -2017 Research Intern @
- 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 @
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
- 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, 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.
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