Nate Morris Email & Phone Number
Regional Vice President-Wealth Management Consultant @ FocusPoint Private Capital Group
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Nate Morris Location
- Washington, DC, US
Nate Morris Work
- Regional Vice President-Wealth Management Consultant @ (May 2024 - Present)
- Vice President-Financial Advisor Consultant @ (August 2016 - May 2024)
- Wealth Management Wholesaler-Internal @ (April 2014 - August 2016)
- Investment Accounting Specialist @ (May 2011 - April 2014)
- Fund Accountant @ (January 2010 - May 2011)
Nate Morris Education
- Kansas State University
BS, FINANCE
2005-2009
Nate Morris Skills
- Mutual Funds
- Asset Management
- Equities
- Bloomberg
- Alternative Investments
- Fixed Income
- Securities
- Finance
- Investments
- Financial Analysis
- Investment Management
- Strategic Financial Planning
- Valuation
- Investment Strategies
- Financial Reporting
- Series 63
- Series 6
- Securities Regulation
- Strategic Financial
- Portfolio Management
- Customer Service
- Social Media
- Leadership
- Marketing
Nate Morris Summary
- Nate Morris, based in Washington, DC, US, is currently a Regional Vice President-Wealth Management Consultant at Capital Group. Nate Morris brings experience from previous roles at American Century Investments and State Street. Nate Morris holds a 2005 - 2009 BS, FINANCE @ Kansas State University. With a robust skill set that includes Mutual Funds, Asset Management, Equities, Bloomberg, Alternative Investments and more. Nate Morris has 2 emails and 1 mobile phone numbers on RocketReach.
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