Paul Morton Email
Investment Planning Director @ WEALTH at work
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Paul Morton Location
- Liverpool, GB
Paul Morton Work
- Investment Planning Director @ (July 2009 - Present)
- Head of Strategic Investment Planning @ (November 2004 - July 2009)
- Senior (New Client) Investment Advisor @ (January 2002 - November 2004)
- Investment Advisor @ (January 1997 - January 2002)
- Client Care Manager @ (June 1994 - January 1997)
- Dealing Manager @ Barclays Bank Trust Company Limited (July 1993 - June 1994)
- Investment Administrator @ Barclays Bank Trust Company Limited (August 1987 - July 1993)
Paul Morton Skills
- Investments
- Portfolio Management
- Financial Services
- Management
- Customer Service
- Microsoft Office
- Microsoft Excel
- Leadership
- Financial Planning
- Strategic Planning
- Pension Transfer Specialist
- Retirement Planning
- Business Strategy
- Project Planning
- Project Management
- Finance
- Strategy
Paul Morton Summary
- Paul Morton, based in Liverpool, GB, is currently a Investment Planning Director at WEALTH at work. Paul Morton brings experience from previous roles at WEALTH at work (previously JPMorgan INVEST) and Close Brothers Asset Management (previously Nelson Money Managers). With a robust skill set that includes Investments, Portfolio Management, Financial Services, Management, Customer Service and more. Paul Morton has 1 emails on RocketReach.
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Top WEALTH at work Employees
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Burton Bradstock, England, GB
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Corinna Kemp
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United Kingdom
Victoria East
Head of Client Relations
Bristol, England, GB
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