Since 2019, Brian Morgan has been working in Orion Advisor Services 17, 17. Brian is a qualified Product Director, Financial Planning with over 16 years of work experience. According to Brian's resume and work profile, this person has worked at more than 15 places with numerous backgrounds and got various skills. Brian attended school at the Columbia University In the City of New York from 2010 to 2012. Brian has professional certification as Series 79 - Investment Banking Registered Representative and Series 7 - General Securities Representative and this person has studied English and French. Brian can be found in New York, New York – where this expert is currently located. You can search for Brian Morgan's email address and phone. We can also provide you exhaustive contact information upon request.
Name variants:
Bryan Morgan,
Bryant Morgan
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 12, 2022
Email
br**@morganstanley.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Product Director, Financial Planning
17605 Wright St, Omaha, NE 68130
from Aug 2019
Regional Sales Director, Vice President
1585 Broadway, New York, NY 10003
from Jun 2018
Assistant Vice President- Institutional Wealth Services- Workplace Wealth Solutions
1585 Broadway, New York, NY 10003
Mar 2017 — Sep 2017
Associate Vice President, Business Development Manager
1585 Broadway, New York, NY 10003
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm's reputation for ...
from Mar 2016
Associate Vice President, Associate Complex Manager
1585 Broadway, New York, NY 10003
Associate Vice President, Associate Complex Manager at Morgan Stanley
Sep 2015 — Mar 2016
Corporate Strategy and Pension Solutions
1585 Broadway, New York, NY 10003
Analyze global market conditions and advise corporate pension clients on defined benefit program strategies based upon their individual circumstances.
Assess the efficacy of their current ...
Nov 2014 — Sep 2015
Assistant Vice President- Planning Solutions Specialist
1585 Broadway, New York, NY 10003
Planning Solutions Specialist for the New England and Midwest Regions.
Feb 2014 — Mar 2017
Global Capital Markets Fig Solutions Analyst
1585 Broadway, New York, NY 10003
Financial Institutions Solutions & Auto Securitization Analyze and execute structured solutions and financing transactions including M&A, reserve financing, structured contingent capital fac...
Jun 2013 — Oct 2014
Manager- Financial Planning Tools Specialist
1585 Broadway, New York, NY 10003
Sep 2012 — Feb 2014
Global Capital Markets Fixed Income Coverage - Summer Analyst
1585 Broadway, New York, NY 10003
Covered investment grade finance companies and helped issuers evaluate their capital structure, liquidity, and both short and long-term funding strategies. Analyzed multiple issuers in vario...
Jun 2012 — Aug 2012
Private Wealth Management - Alternative Investments Group - Summer Analyst
1585 Broadway, New York, NY 10003
Conducted research and presented assessments for institutional clients covering multiple strategies within investment management. Worked to further develop the Hedge Premier platform by rese...
May 2011 — Aug 2011
Associate- Client Performance Reporting Specialist
1585 Broadway, New York, NY 10003
Jul 2010 — Sep 2012
Co-Founder and Chief Financial Officer
Formulated and implemented business strategy and development goals for an organically grown strength and conditioning company specializing in developing the athletic capabilities of high sch...
from Sep 2008
Sergeant
Airborne Radio Operator / Loadmaster: KC-130
Platforms F,R, and J
Operation Iraqi Freedom: 2007
Volunteered for additional certification as Command Financial Specialist: 2007
Feb 2004 — Feb 2008
Education
2010 — 2012
2008 — 2010
2006 — 2010
Occupations
Executive
Director
Produce Manager
Accountant
Finance and Accounting Specialist
Operations Manager
Production Manager
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Certified Financial Planner
Financial Planning
Series 7
Wealth Management
Performance Reporting
Investments
Financial Services
Series 66
Life and Health Insurance Licenses
Financial Reporting
Asset Management
Life Insurance
Iras
Strategic Financial Planning
Finance
Leadership
Analysis
Leadership Development
Microsoft Office
Entrepreneurship
Capital Markets
Strategic Planning
Public Speaking
Financial Analysis
Networking
Security Clearance
Valuation
Data Analysis
Venture Capital
Private Equity
Strategy
Talent Developer
Start Ups
Recruiting
FAQs about Brian Morgan
What's the main profession of Brian Morgan?
This professional's job is Product Director, Financial Planning
What are the main profession of Brian Morgan?
These person's professions are Executive and Director
Where does Brian Morgan currently live?
New York, New York is the place where Brian Morgan lives
Does the professional have the email address?
br**@morganstanley.com is The expert's email address.
How many companies did Brian Morgan work at?
The professional worked at 15 jobs.
What education does Brian Morgan have?
Brian studied at the Columbia University In the City of New York from 2010 to 2012.
Are there any professional certifications Brian Morgan has?
This professional received the following certifications: Series 79 - Investment Banking Registered Representative and Series 7 - General Securities Representative.
What languages does Brian Morgan speak?
Brian Morgan speaks English and French.