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David Morganti Email & Phone Number
Client Services Executive
at
S3
1 work email found
@stonex.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is David Morganti? Overview
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Quick answer
David Morganti is listed as Client Services Executive at S3, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at stonex.com and a matched LinkedIn profile for David Morganti.
David Morganti previously worked as Early Stage Strategic Leader at Bluechip Giving and Director, Equity/ETF Sales and Trading at Stonex Group Inc.. David Morganti holds Master Of Business Administration (Mba) from University Of Pittsburgh Katz Graduate School Of Business.
Company email context
Email format at S3
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{first}.{last}@stonex.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Morganti. Compare company email patterns before reaching out.
Profile bio
About David Morganti
Dynamic financial leader with 20+ years of expertise in custody, brokerage, fintech, and investment sales. Proven track record in driving revenue growth, developing innovative solutions, and forging strategic partnerships to optimize operations and client outcomes.. Active FINRA Series 7, 57 and 63 licenses.
Listed skills include Fixed Income, Financial Forecasting, Valuation, Structured Finance, and 26 others.
Current workplace
David Morganti's current company
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8 roles · 23 years
David Morganti work experience
A career timeline built from the work history available for this profile.
Early Stage Strategic Leader
Current
2024 - Present
~2 yrs 6 mos
Director, Equity/Etf Sales And Trading
Built out relationships for equity and ETF activity within the Asset Owner space, partnering with Endowment and Foundations, Family Offices, Consultants, OCIOs, University Investment Offices, RIAs and Insurance Companies. Cross-sold entire suite of products alongside multiple desks including: Custody, Swaps, Fixed Income, Capital Introduction, FX, and Futures
2021 - 2023
~2 yrs
Equity Sales And Trading
Headed new sales efforts collaborating with BNYM Custody, re-introducing the desk to front office management, staff, and directly to clients. Led strategic discussions during team meetings, client reviews, consultant meetings and client-targeted engagements
2018 - 2021
~3 yrs
Investment Services
Senior leader of an internal consulting group that identified revenue and strategic opportunities across the firm. Simultaneously managed multi-million dollar projects across hundreds of clients implementing new products or fees initiatives
2013 - 2018
~5 yrs
Relationship Manager
Grew and managed relationships across pension funds, foundations, private equity funds, municipalities, regional and institutional banks, and insurance companies involved in issuing or owning ABS assets. Oversaw onboarding of new assets and disposition of maturing or tendered debt
2010 - 2013
~3 yrs
Consultant
2007 - 2010
~3 yrs
Senior Equity Sales Trader
2004 - 2009
~5 yrs
2 education records
David Morganti education
Master Of Business Administration (Mba)
University Of Pittsburgh Katz Graduate School Of Business
Finance, Mis
Miami University
FAQ
Frequently asked questions about David Morganti
Quick answers generated from the profile data available on this page.
What company does David Morganti work for?
David Morganti works for S3.
What is David Morganti's role at S3?
David Morganti is listed as Client Services Executive at S3.
What is David Morganti's email address?
AeroLeads has found 1 work email signal at @stonex.com for David Morganti at S3.
Where is David Morganti based?
David Morganti is based in Pittsburgh, Pennsylvania, United States while working with S3.
What companies has David Morganti worked for?
David Morganti has worked for S3, Bluechip Giving, Stonex Group Inc., Bny Mellon Capital Markets, Llc, and Gar Wood Securities, Llc.
How can I contact David Morganti?
You can use AeroLeads to view verified contact signals for David Morganti at S3, including work email, phone, and LinkedIn data when available.
What schools did David Morganti attend?
David Morganti holds Master Of Business Administration (Mba) from University Of Pittsburgh Katz Graduate School Of Business.
What skills is David Morganti known for?
David Morganti is listed with skills including Fixed Income, Financial Forecasting, Valuation, Structured Finance, Trend Analysis, Financial Modeling, Capital Markets, and Derivatives.
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