Jodi Borkowitz Morris is a eficient professional, who works in Connecting Growth Globally on the position of Founder and Chief Executive Officer from 2014. Jodi gained professional experience in more than five positions at different companies. Jodi Borkowitz Morris went to the Northwestern University and received education there from 1988 to 1992. Jodi has such professional qualifications as Chartered Financial Analyst (Cfa) and Certified Financial Planner (Cfp). Hales Corners, Wisconsin is the area, where this person was lastly known to live. Jodi's phone number and email can be easily accessed through this website by request.
Name variants:
Jodi Morris
Last updated May 27, 2024
Contact Information
Last Update
Jul 4, 2022
Email
jo**@hotmail.com
Location
Hales Corners, WI
Company
Connecting Growth Globally
Workplace
Founder and Chief Executive Officer
Work History
Senior Vice President, Head of U.s Distribution
San Francisco, CA
Matthews Asia is the leading Asian equity specialist based in the U.S. and a thought leader for investing in the region. Matthews' clients include a variety of financial institutions, privat...
Aug 2006 — Jul 2014
President, Iwf Northern California Legacy Foundation
International Women's Forum (IWF) Northern California advances leadership across careers, cultures and communities by connecting preeminent women of significant and diverse achievement for t...
from Feb 2014
Partner, Director of Sales and Marketing
2175 north California Blvd, Walnut Creek, CA 94596
Responsible for sales and marketing for start-up tax-managed, index-based separate account manager. Clients included independent investment advisors and family offices. During my two year te...
Jun 2004 — Jul 2006
Vice President
270 Park Ave, New York, NY 10010
Sales and relationship management executive within the asset management division, based in New York and San Francisco. Key contributor in building the firm's separate account, mutual fund an...
Jul 1992 — Feb 2005
Education
1988 — 1992
Occupations
Executive
Chief Executive Officer
Founder
Accountant
Finance and Accounting Specialist
Senior Vice President
Leader
Corporate Executive
Chief Executive
Founding Member
Accounting Bookkeeper
Bookkeeper
Vice President
Managers
Skills
Investments
Asset Management
Mutual Funds
Equities
Asset Allocation
Investment Strategies
Investment Management
Wealth Management
Strategic Planning
Public Speaking
Financial Services
Fixed Income
Strategy
Leadership Development
Investment Advisory
Leadership
Business Development
Series 63
Thought Leadership
Sales Management
Sales Process
Networking
Adventure Travel
Developing Countries
Emerging Markets
Relationship Management
Etfs
Management
Servant Leadership
Women's Leadership
Fundraising
Impact Investing
Social Media Blogging
Personal Branding
Personal Finance
Philanthropy
Asset Managment
FAQs about Jodi Borkowitz Morris
What's the main profession of Jodi Borkowitz Morris?
The expert is a Founder and Chief Executive Officer.
What are the main profession of Jodi Borkowitz Morris?
These person's professions are Executive and Chief Executive Officer
Where does Jodi Borkowitz Morris currently live?
Hales Corners, Wisconsin is the place where Jodi Borkowitz Morris currently lives
Does the expert have the email address?
jo**@hotmail.com is The expert's email address.
Where did Jodi Borkowitz Morris work?
Jodi worked at Connecting Growth Globally, Matthews Asia.
What education does Jodi Borkowitz Morris have?
Jodi studied at the Northwestern University from 1988 to 1992.
What are the certifications of Jodi Borkowitz Morris?
Jodi Borkowitz Morris received the following certifications: Chartered Financial Analyst (Cfa) and Certified Financial Planner (Cfp).
What is the industry that Jodi Borkowitz Morris is connected to?
This person works in Financial Services industry.