Kevin M Morgan is a skilled expert, who works in Kevin M Morgan on the position of Self Employed since 1998. Kevin M Morgan gained professional experience in more than four positions at various companies. Kevin M Morgan went to the The Institute For Paralegal Training and got education from 1984 to 1985. Los Angeles, California is the area, where this person was known to be living. This expert's contacts can be accessed through this website by request.
Name variants:
Kev Morgan
Last updated May 31, 2024
Contact Information
Last Update
Jul 12, 2022
Email
km**@gmail.com
Location
Los Angeles, CA
Company
Kevin M Morgan
Workplace
Self Employed
Work History
Self Employed
Providing consulting services to companies and providers in the qualified and non qualified plan arena.
May 1998 — Jul 2001
Senior Vice President, Client Services
Reading, MA
Provide consulting and relationship management on nonqualified executive plans. Works directly with consulting brokers to close and implement new and conversion plans. Oversees administratio...
from Jul 2001
Vice President
Relationship Manager for large professional service corporation defined contribution plans including self-directed accounts.
Jul 1997 — Jul 1998
Vice President
San Francisco, CA
Managing Pension Consultant for SPS Consulting, a division of Bank of California. Provided consulting and relationship management services for qualified plans for Union Bank of California fo...
Sep 1995 — Jul 1997
Education
1984 — 1985
1980 — 1984
Occupations
Executive
Senior Vice President
Independent Contractor
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Contractor
Independent Business Owners
Accounting Bookkeeper
Bookkeeper
Skills
Management
Crm
Defined Benefit
Leadership
Series 6
Financial Services
Marketing
Erisa
Recruiting
Series 63
Life Insurance
Crsp
Executive Pay
Consulting
Sales
Non Qualified Deferred Compensation
Business Planning
Team Building
Benefits Administration
Strategic Planning
Series 26
FAQs about Kevin M Morgan
What's the main profession of Kevin M Morgan?
Kevin M Morgan is a Senior Vice President, Client Services.
What jobs is Kevin proficient at at?
Kevin M Morgan is proficient at Executive and Senior Vice President jobs.
Where does Kevin M Morgan currently live?
Kevin M Morgan lives in Los Angeles, California.
What is Kevin M Morgan's email?
The professional's email is km**@gmail.com.
How many companies did Kevin M Morgan work at?
Kevin M Morgan worked at four jobs.
Where has Kevin M Morgan studied?
Kevin studied at the Institute For Paralegal Training from 1984 to 1985.
Are there any industries Kevin M Morgan works in?
Kevin works in Financial Services industry.
What are the skills of Kevin M Morgan?
Kevin has such skills as Management, Crm, Defined Benefit, Leadership, Series 6, Financial Services, Marketing, Erisa, Recruiting, Series 63, Life Insurance, Crsp, Executive Pay, and Consulting.