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Phil Morgan Location
Richmond, IN, US
Phil Morgan Work
2012 -now Chief Investment Officer @
2005 -2012 Senior Director, Real Estate Private Equity @
1997 -2005 Sr. Retail Analyst and Credit Manager @
1987 -1997 Vice President @
Phil Morgan Education
Butler University - Lacy School of Business
MBA (Finance)
1994-1996
Indiana University - Kelley School of Business
BS (Business Management)
1978-1982
Phil Morgan Skills
Due Diligence
Hedge Funds
Mutual Funds
Sales
Asset Allocation
Real Estate Development
Emerging Markets
Investments
Mergers and Acquisitions
Corporate Finance
Investment Properties
Acquisitions
Equities
Commercial Real Estate
Valuation
Negotiation
Fixed Income
Investment Strategies
Investment Management
Financial Structuring
Structured Finance
CMBS
Funding
Credit
Real Estate Private Equity
Real Estate
Portfolio Management
Investor Relations
Financial Analysis
Underwriting
Capital
Real Estate Economics
Private Equity
DCF
Capital Markets
Real Estate Financing
Asset Management
Management
Venture Capital
Investment Banking
Brokerage
Joint Ventures
Finance
Disposition
Microsoft Excel
Bonds
Institutional Investments
Series 7
Securities
Risk Management
Alternative Investments
Financial Modeling
Phil Morgan Summary
Phil Morgan, based in Richmond, IN, US, is currently a Chief Investment Officer at Earlham College. Phil Morgan brings experience from previous roles at AEGON USA Realty Advisors, Simon Property Group and Laureate Capital. Phil Morgan holds a 1994 - 1996 MBA in Finance @ Butler University - Lacy School of Business. With a robust skill set that includes Due Diligence, Hedge Funds, Mutual Funds, Sales, Asset Allocation and more. Phil Morgan has 1 emails and 2 mobile phone numbers on RocketReach.
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