Rod Morgan Email & Phone Number
Sr. Marketing Director @ World Financial Group (WFG)
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Rod Morgan Location
- Knoxville, TN, US
Rod Morgan Work
- 2012 -now Investment Advisor Representative @ Transamerica Financial Advisors, Inc.
- 2003 -now Sr. Marketing Director @
- 2006 -now Mortgage Loan Officer @ United Realty dba American Funding Center
- 2007 -now Owner @ Real Wealth Creations, Inc. (RWC)
- 2011 -2013 Consultant @ Cadez LLC USA
- 2010 -2013 Rancho Tuesday AM Chapter @
- 2010 -2012 Investment Advisor Representative (IAR) @ Investment Advisors Internatonal
- 2002 -2012 Qualified Marketing Director @ World Financial Group
- 1993 -2003 Director of Telecom - Last position @ National Technical Systems
- 1986 -1988 Quality Engineer and Lab Manager @ Malco, A Microdot Company
Rod Morgan Education
- Ohio Institute of Technology
AS (Electronics)
1976-1978 - Central High School
Diploma (Agro Business)
1973-1976
Rod Morgan Skills
- Investments
- Small Business
- Fixed Annuities
- Telecommunications
- Retirement Planning
- Marketing
- Team Building
- Insurance
- Retirement
- Strategic Planning
- Wealth
- Financial Advisory
- Investment Advisory
- Customer Service
- Money
- Financial Services
- Finance
- Time Management
- Entrepreneurship
- Mutual Funds
- Sales Management
- Mortgage Lending
- Leadership
- Disability Insurance
- Pensions
- Asset Management
- Business Planning
- Public Speaking
- Leadership Development
- Business Development
- Business Strategy
- Marketing Strategy
- Wealth Management
- Series 63
- Asset Allocation
- Start-ups
- Life Insurance
- Program Management
- Negotiation
- New Business Development
- 401k
- Personal Finance
- Term Life Insurance
- Investment Strategies
- Securities
- IRAs
- Estate Planning
- Financial Planners
- Start Ups
- Strategic Financial Planning
- Long Term Care
Rod Morgan Summary
- Rod Morgan, based in Knoxville, TN, US, is currently a Sr. Marketing Director at World Financial Group (WFG). Rod Morgan brings experience from previous roles at Transamerica Financial Advisors, Inc., United Realty dba American Funding Center, Real Wealth Creations, Inc. (RWC) and Cadez LLC USA. Rod Morgan holds a 1976 - 1978 AS in Electronics @ Ohio Institute of Technology. With a robust skill set that includes Investments, Small Business, Fixed Annuities, Telecommunications, Retirement Planning and more. Rod Morgan has 1 emails and 1 mobile phone numbers on RocketReach.
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