Paul Morton Email

Investment Planning Director @ WEALTH at work

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Paul Morton Location

Liverpool, GB

Paul Morton Work

2009 - now Investment Planning Director @ WEALTH at work
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2004 - 2009 Head of Strategic Investment Planning @ J.P. Morgan
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2002 - 2004 Senior (New Client) Investment Advisor @ Close Brothers Asset Management

1997 - 2002 Investment Advisor @ Close Brothers Asset Management
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1994 - 1997 Client Care Manager @ Close Brothers Asset Management
1993 - 1994 Dealing Manager @ Barclays Bank Trust Company Limited
1987 - 1993 Investment Administrator @ Barclays Bank Trust Company Limited

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Paul Morton Skills

Investments
Portfolio Management
Financial Services

Management
Customer Service
Microsoft Office
Microsoft Excel
Leadership
Financial Planning
Strategic Planning

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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.

Paul Morton Emails

Found 1 emails

@wealthatwork.co.uk

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