Independent Consultant
Financial Services
Dec 2011 - Aug 2014
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Marcus Morton Email & Phone Number
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✓ Verified Jun 2026
2 data sources
Profile completeness 57%
Location
New York City Metropolitan Area, United States, United States
Who is Marcus Morton? Overview
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Marcus Morton previously worked as Independent Consultant at Financial Services and Wealth Management Advisor at Northwestern Mutual Financial.
Profile bio
About Marcus Morton
Experienced Finance Executive with 20 years of extensive experience in Institutional Sales, client management, building teams of employees in a fast paced, high volume corporate environment. Excels in partnering with all areas, such as the Administration, Legal and Compliance, as well as all levels of the Organization. Proven track record to drive the highest level of standard for the organizations clients. High energy with exceptional interpersonal and written skills needed in todays market environment. Expertise includes:-Client Management-Client Onboarding-Fund Administration -Compliance (AML & KYC)-Legal-Human Resources
Listed skills include Mutual Funds, Management, Finance, Financial Services, and 45 others.
8 roles
Marcus Morton work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
Jan 2010 - Sep 2011
Client Executive
Apr 2005 - Nov 2008
Sr. Fund Administrator
Apr 2004 - Apr 2005
Transfer Agency Sr. Specialist (Salomon Brothers Funds)
Jul 2000 - Apr 2004
Payroll Specialist (Smith Barney)
Aug 1998 - Jul 2000
Hris Specialist (Smith Barney)
Aug 1997 - Aug 1998
Corporate Benefits Intern (Travelers Group)
Jul 1996 - Aug 1997
FAQ
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Where is Marcus Morton based?
Marcus Morton is based in New York City Metropolitan Area, United States, United States.
What companies has Marcus Morton worked for?
Marcus Morton has worked for Financial Services, Northwestern Mutual Financial, Schroders, and Citi.
How can I contact Marcus Morton?
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What skills is Marcus Morton known for?
Marcus Morton is listed with skills including Mutual Funds, Management, Finance, Financial Services, Alternative Investments, Hedge Funds, Public Speaking, and Series 63.
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