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Cathy Morrison is listed as Founder, Pacific Financial Concierge at Pacific Financial Concierge, based in Malibu, California, United States. AeroLeads shows a matched LinkedIn profile for Cathy Morrison.
Cathy Morrison previously worked as Founder, Principal at Pacific Financial Concierge and Sr. Vice President, Private Client Group at Roxbury Capital Management, Llc.
Business Professional, Financial Consultant, Executive Manager. Mother, Community Volunteer, Family Activist, able to combine the best of Business and Family to improve quality of life.Specialties: Cost Containment and Reduction include the following areas:Credit and Banking CostsBrokerage Costs Home/Auto Insurance Costs Health Care Reimbursement/FSA PlansLease/Loan Cost EvaluationAuto Lease Negotiation at TermPersonal Budgeting / Household Expense ManagementEvent Planning
Listed skills include Event Planning, Financial Services, Finance, Investments, and 7 others.
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Personalized financial project management for individuals and small businesses. Financial Cost consulting; evaluating cost of managing money for small - mid sized businesses and individuals. Assessing current costs, building cost reduction initiatives and priorities, and implementing cost containment strategies.
Senior Investment Professional skilled at initiating and nurturing strong business relationships. Extensive experience working with brokers, consultants, institutions, foundations and high-net worth individuals. Exceptional abilities in client retention, support and communication.
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Cathy Morrison works for Pacific Financial Concierge.
Cathy Morrison is listed as Founder, Pacific Financial Concierge at Pacific Financial Concierge.
Cathy Morrison is based in Malibu, California, United States while working with Pacific Financial Concierge.
Cathy Morrison has worked for Pacific Financial Concierge and Roxbury Capital Management, Llc.
You can use AeroLeads to view verified contact signals for Cathy Morrison at Pacific Financial Concierge, including work email, phone, and LinkedIn data when available.
Cathy Morrison is listed with skills including Event Planning, Financial Services, Finance, Investments, Management, Project Management, Series 7, and Banking.
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