Whitney Morrison Email & Phone Number
CEO @ Holistic Money
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Whitney Morrison Location
- Austin, TX, US
Whitney Morrison Work
- 2021 -now CEO @
- 2020 -2021 Director of Operations @
- 2019 -2020 Director Of Financial Advisor Services @
- 2018 -2019 Principal Financial Planner @
- 2017 -2018 Lead Financial Advisor @
- 2015 -2016 Financial Advisor @ WealthyWellthy
- 2015 -2015 Financial Advisor @
- 2010 -2015 Registered Client Associate @
- 2013 -2014 Board Treasurer @ Woman.Design.Build
Whitney Morrison Education
- The University of Texas at Austin
Bachelor of Business Administration (BBA) (Planet Longhorn International student group)
2010 - Universitat Autònoma de Barcelona
Study abroad Program, International business, Advanced Written & Oral (Study abroad Program, International business, Advanced Written & Oral)
2008-2009
Whitney Morrison Skills
- Leadership
- Finance
- Startup Development
- Investments
- Financial Analysis
- Social Media
- Life Insurance
- Retirement
- Mutual Funds
- Insurance
- Financial Planning
- Health Insurance
- Sales
- Event Planning
- Strategy
- Retirement Planning
- Sales Operations
- Cash Flow
- Direct Sales
- Options
- Marketing
- Entrepreneurship
- Financial Services
- Cash Management
- Microsoft Office
- Microsoft Excel
- Presentation Skills
- Personal Financial Planning
- Protection Planning
- Fitness Instruction
- Certified Financial Planner
- Course Creation
- Presentation Development
- Personal Finance
Whitney Morrison Summary
- Whitney Morrison, based in Austin, TX, US, is currently a CEO at Holistic Money. Whitney Morrison brings experience from previous roles at LegalZoom and Wealthsimple. Whitney Morrison holds a Bachelor of Business Administration (BBA) in Planet Longhorn International student group @ The University of Texas at Austin. With a robust skill set that includes Leadership, Finance, Startup Development, Investments, Financial Analysis and more. Whitney Morrison has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Holistic Money Employees
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CEO
Austin, TX, US
Craig Pothier
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