Chad Morgan

Chad Morgan Email and Phone Number

Vice President @ MidCap Advisors, LLC
Carlsbad, CA, US
Chad Morgan's Location
Carlsbad, California, United States, United States
Chad Morgan's Contact Details
About Chad Morgan

Chad Morgan is a Vice President at MidCap Advisors, LLC. He possess expertise in d&o, analytics, business intelligence.

Chad Morgan's Current Company Details
MidCap Advisors, LLC

Midcap Advisors, Llc

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Vice President
Carlsbad, CA, US
Employees:
3
Chad Morgan Work Experience Details
  • Midcap Advisors, Llc
    Vice President
    Midcap Advisors, Llc
    Carlsbad, Ca, Us
    View
  • Midcap Advisors, Llc
    Vice President
    Midcap Advisors, Llc Sep 2020 - Present
    New York City Metropolitan Area
    MidCap Advisors is a nationally recognized investment bank focused on providing sophisticated investment banking expertise to middle market clients in a wide range of corporate finance areas including mergers, acquisitions and divestitures, capital raises, ownership transition planning and value enhancement.
    View
  • Marshberry
    Vice President
    Marshberry Sep 2013 - Apr 2020
    Orange County, California Area
    M&A, Valuation and Management Consulting. Enterprise/equity valuation; M&A intermediation; Distribution channel consulting.
    View
  • Vantage Point Advisors, Inc.
    Consultant / Analyst
    Vantage Point Advisors, Inc. Aug 2010 - Jul 2013
    Greater San Diego Area
    Valuation Consultant. Enterprise valuation; Common stock valuation; Preferred stock valuation; Derivatives valuation; Fixed income securities valuations.
    View
  • Keenan & Associates
    Assistant Vice President
    Keenan & Associates Jul 2008 - Jul 2009
    Business development.
    View
  • Willis
    Vice President
    Willis Aug 2005 - May 2008
    Financial and Professional Liability Broker. D&O and executive risks specialist.
    View
  • Marsh
    Assistant Vice President
    Marsh Jun 2002 - Aug 2005
    Financial and Professional Liability Broker. D&O and executive risks specialist.
    View
  • A.G. Edwards (Now Wells Fargo Advisors)
    Financial Consultant
    A.G. Edwards (Now Wells Fargo Advisors) 2000 - 2002
    Financial Consultant. Equity and derivatives specialist. Series 7, 63, and 52 licensed registered representative.
    View
  • Olde Financial Corporation
    Registered Representative
    Olde Financial Corporation 1998 - 2000
    Financial Consultant. Municipal bonds specialist. Series 7, 63, and 52 licensed registered representative.

Chad Morgan Skills

D&o Analytics Business Intelligence

Chad Morgan Education Details

  • Chartered Financial Analyst (Cfa) Institute' S Cfa Program
    Chartered Financial Analyst (Cfa) Institute' S Cfa Program
    Security Analysis / Portfolio Management
  • Creighton University
    Creighton University
    Master Of Security Analysis / Portfolio Management
    View
  • University Of Arizona, Eller College Of Management
    University Of Arizona, Eller College Of Management
    Finance
  • College For Financial Planning
    College For Financial Planning
    Asset Management
  • Insurance Institute Of America
    Insurance Institute Of America
    Risk Management

Frequently Asked Questions about Chad Morgan

What company does Chad Morgan work for?

Chad Morgan works for Midcap Advisors, Llc

What is Chad Morgan's role at the current company?

Chad Morgan's current role is Vice President.

What is Chad Morgan's email address?

Chad Morgan's email address is mo****@****rry.com

What is Chad Morgan's direct phone number?

Chad Morgan's direct phone number is +144035*****

What schools did Chad Morgan attend?

Chad Morgan attended Chartered Financial Analyst (Cfa) Institute' S Cfa Program, Creighton University, University Of Arizona, Eller College Of Management, College For Financial Planning, Insurance Institute Of America.

What are some of Chad Morgan's interests?

Chad Morgan has interest in Family, Golf (5 Handicap), Snowboarding, Motorcycles, Finance, Crossfit.

What skills is Chad Morgan known for?

Chad Morgan has skills like D&o, Analytics, Business Intelligence.

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