Kristi Morgan

Kristi Morgan Email and Phone Number

Investment Assistant Manager at Novem Group @ Novem Group
rochester, new york, united states
Kristi Morgan's Location
Rochester, New York Metropolitan Area, United States
Kristi Morgan's Contact Details

Kristi Morgan personal email

n/a

Kristi Morgan phone numbers

About Kristi Morgan

Kristi Morgan is a Investment Assistant Manager at Novem Group at Novem Group. She possess expertise in notary public, powerpoint, customer service, microsoft word, time management and 7 more skills.

Kristi Morgan's Current Company Details
Novem Group

Novem Group

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Investment Assistant Manager at Novem Group
rochester, new york, united states
Website:
novemgroup.com
Employees:
27
Kristi Morgan Work Experience Details
  • Novem Group
    Investment Assistant Manager
    Novem Group May 2018 - Present
    Rochester, New York
    View
  • American Portfolios Team Apfs
    Investment Assistant
    American Portfolios Team Apfs Feb 2016 - May 2018
    Rochester, New York Area
  • Crossbridge Financial Group
    Financial Planning Assistant
    Crossbridge Financial Group Aug 2015 - Jan 2016
    290 Linden Oaks, Suite 320, Rochester, New York 14625
    View
  • American Portfolios
    Financial Assistant/Customer Service Manager
    American Portfolios Oct 2014 - Aug 2015
    Rochester, New York Area
    Maintain customer relationships through structured review call and appointment set-up system. Organize tracking of customer daily transactions and various trading requests. Act as liaison between agent and financial institutions regarding client transfers and account set up. Instituted and maintained detailed tracking of incoming and out-going client assets. Key contact for weekly and daily compliance reporting. Organizing and overseeing multiple client appreciation events.
    View
  • Axa Advisors
    Administrative Marketing Assistant
    Axa Advisors May 2004 - Oct 2014
    Rochester, New York Area
    Retirement Benefits Group Recruiting and Training. Administrative Marketing Assistant to Vice President(s). Seminar & Trade Show Organizing/Set-up/Scheduling. Worked along side Financial Advisors with over $50 million in assets under management.
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  • The Omni Group
    Remittance Specialist
    The Omni Group Aug 2002 - May 2004
    Rochester, New York Area
    Worked as a liaison between school district payroll departments and financial institutions remitting teacher 403(b) retirement contributions.
    View

Kristi Morgan Skills

Notary Public Powerpoint Customer Service Microsoft Word Time Management Leadership Financial Planning Marketing Microsoft Excel Organization Skills Scheduling Outlook

Kristi Morgan Education Details

  • Bryant & Stratton College - Henrietta
    Bryant & Stratton College - Henrietta
    Business Administration And Management, General

Frequently Asked Questions about Kristi Morgan

What company does Kristi Morgan work for?

Kristi Morgan works for Novem Group

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

Kristi Morgan's current role is Investment Assistant Manager at Novem Group.

What is Kristi Morgan's email address?

Kristi Morgan's email address is km****@****ios.com

What is Kristi Morgan's direct phone number?

Kristi Morgan's direct phone number is +158542*****

What schools did Kristi Morgan attend?

Kristi Morgan attended Bryant & Stratton College - Henrietta.

What skills is Kristi Morgan known for?

Kristi Morgan has skills like Notary Public, Powerpoint, Customer Service, Microsoft Word, Time Management, Leadership, Financial Planning, Marketing, Microsoft Excel, Organization Skills, Scheduling, Outlook.

Who are Kristi Morgan's colleagues?

Kristi Morgan's colleagues are Chelsea Bartolotta, Tim Gerlach, Faith Cretella, Andrew Gentile Cfp, Clu, Chfc, Cltc, Clf, Cdfa, Aif, Ryan Herbst, Susan Fisher, Stephen Roehrig.

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