Casey P. Morris

Casey P. Morris Email and Phone Number

Assistant Vice President, Private Banker @ Morgan Stanley
Beverly Hills, CA, US
Casey P. Morris's Location
Washington, District of Columbia, United States, United States
Casey P. Morris's Contact Details

Casey P. Morris personal email

n/a
About Casey P. Morris

Casey P. Morris is a Assistant Vice President, Private Banker at Morgan Stanley. They possess expertise in leadership, microsoft office, microsoft word, management, time management and 14 more skills. They is proficient in English.

Casey P. Morris's Current Company Details
Morgan Stanley

Morgan Stanley

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Assistant Vice President, Private Banker
Beverly Hills, CA, US
Website:
morganstanley.com
Employees:
94640
Casey P. Morris Work Experience Details
  • Morgan Stanley
    Assistant Vice President, Private Banker
    Morgan Stanley
    Beverly Hills, Ca, Us
    View
  • Morgan Stanley
    Assistant Vice President, Associate Private Banker
    Morgan Stanley May 2022 - Present
    Baltimore, Maryland, United States
    View
  • Wells Fargo
    Assistant Vice President, Commercial Banker
    Wells Fargo Apr 2019 - May 2022
    Washington, Dc
    At Wells Fargo, my focus is to build relationships and deliver an exceptional experience to the businesses and non-profit organizations I work with. Through candid and consultative conversations, I discern the unique financial goals and priorities of each individual organization I work with to target the best solutions for their commercial banking needs. My areas of focus include but are not limited to:Commercial Real Estate Financing / RefinancingMedical, Dental, & Veterinarian Practice Finance (Up to 100% Financing)SBA Loans: (7(a) and 504)Lines of Credit (Secured and unsecured)Treasury Management (ACH, Wires, Foreign Exchange, Desktop Deposit, etc.)Business Credit CardsMerchant Services (Including contactless payment options)
    View
  • Hanover Research
    Bdm
    Hanover Research Jan 2019 - Mar 2019
    Arlington, Va
    Hanover Research's Corporate side serves business development, marketing, and strategy executives with custom research support under an annual partnership. Our team of 250+ professional analysts help our clients intelligently expand into new markets, develop new products or services, and better serve existing customers. Through our unique, fixed-cost model we provide customized, timely, and authoritative research and advice enabling our clients to make informed decisions, identify and seize opportunities, and heighten their effectiveness.
    View
  • Hanover Research
    Senior Associate
    Hanover Research May 2018 - Dec 2018
    Arlington, Va
    View
  • Hanover Research
    Associate
    Hanover Research Sep 2017 - Apr 2018
    Arlington, Va
    View
  • Morgan Stanley
    Intern
    Morgan Stanley May 2016 - Apr 2017
    Alexandria, Virginia
    View
  • Vulcan Materials Company
    Summer Laborer
    Vulcan Materials Company May 2014 - Aug 2014
    Falls Church, Va
    View

Casey P. Morris Skills

Leadership Microsoft Office Microsoft Word Management Time Management Communication Powerpoint Microsoft Excel Research Problem Solving Economics Social Media Social Networking Microsoft Powerpoint Public Speaking Event Planning Project Management Teamwork Statistics

Casey P. Morris Education Details

Frequently Asked Questions about Casey P. Morris

What company does Casey P. Morris work for?

Casey P. Morris works for Morgan Stanley

What is Casey P. Morris's role at the current company?

Casey P. Morris's current role is Assistant Vice President, Private Banker.

What is Casey P. Morris's email address?

Casey P. Morris's email address is ca****@****rgo.com

What schools did Casey P. Morris attend?

Casey P. Morris attended George Mason University.

What skills is Casey P. Morris known for?

Casey P. Morris has skills like Leadership, Microsoft Office, Microsoft Word, Management, Time Management, Communication, Powerpoint, Microsoft Excel, Research, Problem Solving, Economics, Social Media.

Who are Casey P. Morris's colleagues?

Casey P. Morris's colleagues are Jonas Maiyer, Vandana Talreja, Baljinder Sandhu, Zsolt Holman, Anthony J. Leo, Dmitry Vasyutinskiy, Janet Steyl.

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