William Morgan Location
- Statesville, NC, US
William Morgan Work
- 1990 -now President @ Capital Management Group (CMG)
- 2020 -2023 Mayor Pro Tem @ Statesville City Council
- 2013 -2019 Councilman @ Statesville City Council
- 1988 -2017 Registered Rep @ Capital Financial Group
- 2012 -2015 board member @ Dove House
William Morgan Education
- Wake Forest University
Bachelor of Arts (B.A.)
- American College/Wharton School
William Morgan Skills
- Equities
- Securities
- Hedge Funds
- Investments
- Bonds
- Investment Advisory
- Public Policy
- Political Campaigns
- Customer Service
- Community Outreach
- Portfolio Management
- Series 63
- Wealth Management
- Series 7
- Estate Planning
- Alternative Investments
- Asset Allocation
- Management
- Strategic Planning
- Team Building
- Retirement
- Financial Advisory
- Retirement Planning
- Leadership
- Sales
- Public Speaking
- Training
- Fixed Annuities
- Mutual Funds
- Hospitals
- Government Relations
- Microsoft Word
- Forest
William Morgan Summary
- William Morgan, based in Statesville, NC, US, is currently a President at Capital Management Group (CMG). William Morgan brings experience from previous roles at Statesville City Council, Capital Financial Group and Dove House. William Morgan holds a Bachelor of Arts (B.A.) @ Wake Forest University. With a robust skill set that includes Equities, Securities, Hedge Funds, Investments, Bonds and more. William Morgan has 1 emails and 1 mobile phone numbers on RocketReach.
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