Sara Morgan Email & Phone Number
Senior Consultant @ Asset Strategy Consultants
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Sara Morgan Location
- Chapel Hill, NC, US
Sara Morgan Work
- 2002 -now Senior Consultant @
- 1999 -2000 Principal @
- 1983 -1999 Principal @ Alex Brown & Sons, Inc
Sara Morgan Education
- Hollins University
BA (Economics)
1979-1983
Sara Morgan Skills
- Investments
- Portfolio Management
- Investment Advisory
- Asset Allocation
- Asset Management
- Retirement Planning
- Alternative Investments
- Investment Strategies
- Hedge Funds
- Equities
- Series 7
- Wealth Management
- Retirement
- Private Equity
- 401k
- Strategic Financial Planning
- Pensions
- Capital Markets
- Strategy
- Financial Services
Sara Morgan Summary
- Sara Morgan, based in Chapel Hill, NC, US, is currently a Senior Consultant at Asset Strategy Consultants. Sara Morgan brings experience from previous roles at Deutsche Bank Alex Brown and Alex Brown & Sons, Inc. Sara Morgan holds a 1979 - 1983 BA in Economics @ Hollins University. With a robust skill set that includes Investments, Portfolio Management, Investment Advisory, Asset Allocation, Asset Management and more. Sara Morgan has 1 emails and 3 mobile phone numbers on RocketReach.
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