Marcus Morton

Marcus Morton Email and Phone Number

Marcus Morton's Location
New York City Metropolitan Area, United States
Marcus Morton's Contact Details

Marcus Morton personal email

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

Marcus Morton's Current Company Details

Marcus Morton Work Experience Details
  • Financial Services
    Independent Consultant
    Financial Services Dec 2011 - Aug 2014
    New York, Ny
  • Northwestern Mutual Financial
    Wealth Management Advisor
    Northwestern Mutual Financial Jan 2010 - Sep 2011
    Baltimore, Maryland Area
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  • Schroders
    Client Executive
    Schroders Apr 2005 - Nov 2008
    New York, Ny
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  • Schroders
    Sr. Fund Administrator
    Schroders Apr 2004 - Apr 2005
    New York, Ny
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  • Citi
    Transfer Agency Sr. Specialist (Salomon Brothers Funds)
    Citi Jul 2000 - Apr 2004
    Greater New York City Area
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  • Citi
    Payroll Specialist (Smith Barney)
    Citi Aug 1998 - Jul 2000
    Greater New York City Area
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  • Citi
    Hris Specialist (Smith Barney)
    Citi Aug 1997 - Aug 1998
    Greater New York City Area
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  • Citi
    Corporate Benefits Intern (Travelers Group)
    Citi Jul 1996 - Aug 1997
    Greater New York City Area
    View

Marcus Morton Skills

Mutual Funds Management Finance Financial Services Alternative Investments Hedge Funds Public Speaking Series 63 Leadership Fixed Income Strategy Equities Investments Asset Management Human Resources Bloomberg Securities Trading Capital Markets Emerging Markets Financial Modeling Insurance Investment Management Employee Benefits Series 6 Investment Banking Wealth Management Mergers And Acquisitions Business Development Asset Allocation Private Equity Relationship Management Bonds Equity Research Investment Strategies Anti Money Laundering Ofac Transfer Agency Fund Administration Portia Charles River Ims Salesforce.com Nys Notary Public Non Profit Administration Series 7 Investment Advisory Due Diligence Valuation Retirement

Frequently Asked Questions about Marcus Morton

What is Marcus Morton's email address?

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What are some of Marcus Morton's interests?

Marcus Morton has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.

What skills is Marcus Morton known for?

Marcus Morton has skills like Mutual Funds, Management, Finance, Financial Services, Alternative Investments, Hedge Funds, Public Speaking, Series 63, Leadership, Fixed Income, Strategy, Equities.

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