Howard Morin

Howard Morin Email and Phone Number

Phoenix, AZ, US
Howard Morin's Location
Greater Phoenix Area, United States
Howard Morin's Contact Details
About Howard Morin

Experienced Leader in Financial Services and Technology:Wealth ManagementExecutive ManagementBusiness Strategy and OperationsCorporate Business Development and SalesFinancial Services/Capital MarketsFinancial PlanningGenerational Wealth Planning, Preservation, and TransferPortfolio Management & Security Analysis401k and Retirement Plan Management & ConsultingStrategic Business PlanningFinancial Services TechnologyPhilanthropy*Securities offered through Infinity Financial Services, member FINRA, SIPC. Third party posts have not been reviewed by Infinity Financial Services*

Howard Morin's Current Company Details
Helium Financial Group

Helium Financial Group

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CEO
Phoenix, AZ, US
Employees:
7
Howard Morin Work Experience Details
  • Helium Financial Group
    Ceo
    Helium Financial Group
    Phoenix, Az, Us
  • Helium Financial Group
    Ceo
    Helium Financial Group Apr 2016 - Present
    Greater Seattle Area
  • Helium Advisors
    Founder / Partner
    Helium Advisors Apr 2016 - Present
    Greater Seattle Area
  • Katahdin Ventures
    Founder
    Katahdin Ventures Aug 2014 - Present
  • Conover Capital Management
    Ceo
    Conover Capital Management Oct 2011 - Jan 2016
    Bellevue, Wa
    Conover Capital Management, LLC is an SEC Registered Investment Advisor and Division of Conover, a multi-faceted financial services company.
  • Conover Capital Management
    Senior Advisor, Wealth Management & Business Solutions
    Conover Capital Management Apr 2011 - Sep 2011
    Kirkland, Wa
  • Conover Securities
    Ceo
    Conover Securities Oct 2011 - Jan 2016
    Bellevue, Wa
    Brokerage services are offered through Conover Securities Corporation. A registered broker dealer. Member FINRA & SIPC
  • Conover Securities
    Board Member
    Conover Securities Oct 2011 - Dec 2015
    Bellevue, Wa
  • Lpl Financial
    Financial Consultant
    Lpl Financial May 2009 - Apr 2011
    Bellevue, Wa
    Offering unique, personalized, values-based financial planning and wealth managment strategies for individuals and their families. Our clients include corporate execuitives, business owners, and retirees. Wealth should empower investors to purse their passions and suppprt the values that define them.
  • Ubs Financial Services Inc.
    Wealth Management And Business Banking
    Ubs Financial Services Inc. Apr 2007 - May 2009
    Bellevue, Wa
    Working with individuals, families, and businesses regarding their investment management and financial planning needs. The process includes developing a complete financial plan that focuses on: Investment Management, Retirement Planning, Stock & Stock Option Modeling, Risk Management, Strategic Financing, as well as Insurance and Tax Planning needs.It is a multi step process that starts with a complete understanding of the client's unique situation. Beginning with their needs and goals, the implementation of a thorough plan, and concluding with regular communication and reviews to pursue those goals.
  • -
    Financial Services Technology Consultant
    - Nov 2006 - Apr 2007
    Greater Seattle Area
    Design and analysis of program/algorithmic trading platforms and technologies.
  • Intel
    Director- Financial Services: Global Capital Markets/Risk Management
    Intel Jun 2000 - Dec 2006
    Greater Seattle Area
    Responsible for making Intel the leading technology and thought leader across Global Capital Markets. Led sales, technology & marketing teams that supported major financial services clients. Managed ecosystem partners and leveraged key C-level relationships across the industry. Revenue driven and focused on driving business value.
  • Tradestation Securities
    Manager, Solution Sales & Consulting
    Tradestation Securities Apr 1997 - Jun 2000
    Miami/Fort Lauderdale Area
    Managed outside sales and consulting team to exceptional growth in the US and Western Europe. Delivery, training, and consultation of enterprise trading solutions for high net worth individuals and institutions.
  • Independent
    Derivatives Trading Consultant
    Independent Feb 1995 - Jan 1997
    Miami/Fort Lauderdale Area
    Support and consultation of local brokers/brokerages in South Florida. Boca Raton & Aventura.
  • Sony Americas
    Manager, Sony Services
    Sony Americas Mar 1995 - Sep 1996
    Hollywood, Fl
    Managed Sony Services and selected to run on-site Servcie center at 1996 Summer Olympics in Atlanta.

Howard Morin Skills

Wealth Management Financial Services Portfolio Management Strategy Strategic Financial Planning Finance Business Development Executive Management Strategic Planning Capital Markets Investment Management Business Strategy Financial Planning Risk Management Retirement Planning Leadership Wealth Management Services 401k Financial Advisory Series 7 Trading Insurance Financial Modeling Enterprise Software Program Management Retirement Mutual Funds Investments Consulting Securities Personal Financial Planning Financial Planners Investment Strategies Equities Alternative Investments Asset Allocation Wealth Product Management Asset Management

Frequently Asked Questions about Howard Morin

What company does Howard Morin work for?

Howard Morin works for Helium Financial Group

What is Howard Morin's role at the current company?

Howard Morin's current role is CEO.

What is Howard Morin's email address?

Howard Morin's email address is hm****@****hoo.com

What is Howard Morin's direct phone number?

Howard Morin's direct phone number is +142550*****

What are some of Howard Morin's interests?

Howard Morin has interest in Working Out, Charities, Competitive Trap Shooting, Gourmet Cooking, Bbq, History, Health, Children, F1 Racing, Education.

What skills is Howard Morin known for?

Howard Morin has skills like Wealth Management, Financial Services, Portfolio Management, Strategy, Strategic Financial Planning, Finance, Business Development, Executive Management, Strategic Planning, Capital Markets, Investment Management, Business Strategy.

Who are Howard Morin's colleagues?

Howard Morin's colleagues are Morgan Wickline, J.j. Feldman, Roshan Weeramantry.

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