Cathy Morrison

Cathy Morrison Email and Phone Number

Founder, Pacific Financial Concierge @
Cathy Morrison's Location
Malibu, California, United States, United States
About Cathy Morrison

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

Cathy Morrison's Current Company Details
Pacific Financial Concierge

Pacific Financial Concierge

Founder, Pacific Financial Concierge
Cathy Morrison Work Experience Details
  • Pacific Financial Concierge
    Founder, Principal
    Pacific Financial Concierge Oct 2009 - Present
    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.
  • Roxbury Capital Management, Llc
    Sr. Vice President, Private Client Group
    Roxbury Capital Management, Llc Apr 1986 - Jul 2008
    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.
    View

Cathy Morrison Skills

Event Planning Financial Services Finance Investments Management Project Management Series 7 Banking Strategic Planning Trading Securities

Frequently Asked Questions about Cathy Morrison

What company does Cathy Morrison work for?

Cathy Morrison works for Pacific Financial Concierge

What is Cathy Morrison's role at the current company?

Cathy Morrison's current role is Founder, Pacific Financial Concierge.

What skills is Cathy Morrison known for?

Cathy Morrison has skills like Event Planning, Financial Services, Finance, Investments, Management, Project Management, Series 7, Banking, Strategic Planning, Trading, Securities.

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