Pete Morrison Email & Phone Number
Sr Team Manager, Finance @ Charles Schwab
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Pete Morrison Location
- Texas, United States
Pete Morrison Work
- Sr Team Manager, Finance @ (May 2025 - Present)
- Sr Manager, Finance @ (July 2022 - Present)
- Pricing Manager @ (February 2021 - July 2022)
- Sr. Financial Analyst @ (October 2019 - January 2021)
- Sr. Financial Analyst @ (February 2019 - October 2019)
- Sr. Financial Analyst @ Construction Supply Group (March 2018 - December 2018)
- Financial Analyst - Corporate FP and A @ (April 2017 - March 2018)
- Business Development Manager and Financial Analyst - Commercial @ (September 2013 - April 2017)
- Research Analyst @ Three Peaks Capital Management (June 2009 - August 2013)
- Intern @ (October 2007 - May 2009)
- Head Portfolio Manager @ Monfort College of Business (January 2008 - December 2008)
- Repair Technician and Sales Associate @ Music Depot LLC (September 2005 - October 2007)
Pete Morrison Education
- University of Colorado Denver
Master of Business Administration (M.B.A.) (Specialization in Business Strategy)
2014-2017 - University of Northern Colorado
Bachelors (Business Administration: Emphases in Finance & Management)
2005-2009
Pete Morrison Skills
- Financial Analysis
- Business Strategy
- Budgeting
- Product Management
- Finance
- Portfolio Management
- Financial Modeling
- Fixed Income
- Securities
- Bloomberg
- Equities
- Investments
- Mutual Funds
- Risk Management
- Corporate Finance
- Credit Analysis
- Analysis
- Financial Services
- Strategic Financial Planning
- Credit
- Vendor Relationship Management
- Vendor Management
- Retirement Planning
- Investment Advisory Services
- Investment Management Industry
- Resource Planning
- Planning Budgeting & Forecasting
- Budgeting & Forecasting
- Microsoft Excel
- Leadership
- Valuation
- Essbase
- OneStream
- Fieldglass
- Microsoft Power BI
- Troubleshooting
- Daily Operations
- Client Services
- Data Acquisition
- Sales
- Strategy
- National Accounts
- Operations
- Services
- Broadband
- Business Development
- Office Administration
- Development
- PowerPoint
Pete Morrison Summary
- Pete Morrison, based in Texas, United States, is currently a Sr Team Manager, Finance at Charles Schwab. Pete Morrison brings experience from previous roles at Charles Schwab, Comcast Business and Charter Communications. Pete Morrison holds a 2014 - 2017 Master of Business Administration (M.B.A.) in Specialization in Business Strategy @ University of Colorado Denver. With a robust skill set that includes Financial Analysis, Business Strategy, Budgeting, Product Management, Finance and more. Pete Morrison has 3 emails and 1 mobile phone numbers on RocketReach.
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