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Tom Morgan Location
New York, NY, US
Tom Morgan Work
Founder @ (April 2024 - Present)
Founder @ Personal Best NYC (January 2019 - Present)
Director, Client Communications and Marketing @ Sapient Capital (February 2023 - April 2024)
Director of Communications and Content, The KCP Group - Stifel @ (January 2021 - February 2023)
Research Provider Relationship Manager @ (March 2020 - January 2021)
Equity Product Manager @ (January 2018 - January 2019)
Managing Director - Stifel @ (November 2015 - April 2018)
Director @ (April 2005 - October 2015)
Tom Morgan Education
University of Oxford
Master's degree (Philosophy, Politics and Economics)
Tom Morgan Skills
Team Building
Corporate Finance
Valuation
Sales
Portfolio Management
Financial Modeling
Capital Markets
Investments
Bloomberg
Equities
Wealth Management
Microsoft Excel
Asset Management
Manufacturing
Training
Customer Service
Financial Analysis
Due Diligence
Venture Capital
Series 7
Hedge Funds
Tom Morgan Summary
Tom Morgan, based in New York, NY, US, is currently a Founder at The Leading Edge. Tom Morgan brings experience from previous roles at Personal Best NYC, Sapient Capital, Stifel Financial Corp. and Liquidnet. Tom Morgan holds a Master's degree in Philosophy, Politics and Economics @ University of Oxford. With a robust skill set that includes Team Building, Corporate Finance, Valuation, Sales, Portfolio Management and more. Tom Morgan has 2 emails and 1 mobile phone numbers on RocketReach.
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