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Steve Morgan Location
New Orleans, LA, US
Steve Morgan Work
2018 -now Senior Vice President, Investment Director @
2016 -2018 Director of Digital and Innovation - Wealth and Asset Managment @
2012 -2018 Director of Investment Solutions @
2010 -2012 Product Manager @
2001 -2010 Financial Advisor and Business Development Associate @ Morgan Stanley Smith Barney/Legg Mason
1995 -2005 Teacher and Teacher Trainer @
1998 -2000 Area Director @
Steve Morgan Education
University of Wisconsin-Madison
Master’s Degree (Mathematics)
1991-1994
Carleton College
Bachelor’s Degree (Mathematics)
1987-1991
Steve Morgan Skills
Investment Management
Asset Management
Asset Allocation
Investments
Public Speaking
Analytics
Investment Strategies
Energy Investments
MLP Investing
Team Management
Product Management
Financial Analysis
Fixed Income
Mutual Funds
Portfolio Management
Financial Services
General Securities Sales Supervisor
Sales
Teaching
Regulatory
Solutions
FINRA
Management
Options
Securities
Finance
Strategy
Equities
Wealth Management
Steve Morgan Summary
Steve Morgan, based in New Orleans, LA, US, is currently a Senior Vice President, Investment Director at Hancock Whitney. Steve Morgan brings experience from previous roles at Capital One and Morgan Stanley Smith Barney/Legg Mason. Steve Morgan holds a 1991 - 1994 Master’s Degree in Mathematics @ University of Wisconsin-Madison. With a robust skill set that includes Investment Management, Asset Management, Asset Allocation, Investments, Public Speaking and more. Steve Morgan has 1 emails and 2 mobile phone numbers on RocketReach.
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