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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*
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CeoHelium Financial GroupPhoenix, Az, Us -
CeoHelium Financial Group Apr 2016 - PresentGreater Seattle Area -
Founder / PartnerHelium Advisors Apr 2016 - PresentGreater Seattle Area -
FounderKatahdin Ventures Aug 2014 - Present
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CeoConover Capital Management Oct 2011 - Jan 2016Bellevue, WaConover Capital Management, LLC is an SEC Registered Investment Advisor and Division of Conover, a multi-faceted financial services company.
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Senior Advisor, Wealth Management & Business SolutionsConover Capital Management Apr 2011 - Sep 2011Kirkland, Wa
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CeoConover Securities Oct 2011 - Jan 2016Bellevue, WaBrokerage services are offered through Conover Securities Corporation. A registered broker dealer. Member FINRA & SIPC
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Board MemberConover Securities Oct 2011 - Dec 2015Bellevue, Wa
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Financial ConsultantLpl Financial May 2009 - Apr 2011Bellevue, WaOffering 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. -
Wealth Management And Business BankingUbs Financial Services Inc. Apr 2007 - May 2009Bellevue, WaWorking 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 2007Greater Seattle AreaDesign and analysis of program/algorithmic trading platforms and technologies.
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Director- Financial Services: Global Capital Markets/Risk ManagementIntel Jun 2000 - Dec 2006Greater Seattle AreaResponsible 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. -
Manager, Solution Sales & ConsultingTradestation Securities Apr 1997 - Jun 2000Miami/Fort Lauderdale AreaManaged 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. -
Derivatives Trading ConsultantIndependent Feb 1995 - Jan 1997Miami/Fort Lauderdale AreaSupport and consultation of local brokers/brokerages in South Florida. Boca Raton & Aventura.
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Manager, Sony ServicesSony Americas Mar 1995 - Sep 1996Hollywood, FlManaged Sony Services and selected to run on-site Servcie center at 1996 Summer Olympics in Atlanta.
Howard Morin Skills
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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Howard Morin
Woodstock, Ga1mriwoodstock.com -
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Howard Morin
Silver Spring, Md -
2aol.com, coldwellbanker.com
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