Senior Manager - Location Strategies And Implementation
Current
Apr 2024 - Present
AeroLeads people directory · profile
Morgan Trask Email & Phone Number
Senior Manager - Location Strategies and Implementation
at
Evergreen Advisors
1 work email found
@evergreenadvisorsllc.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Manager - Location Strategies and Implementation
Location
Lakeland, Florida, United States
Company size
Who is Morgan Trask? Overview
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Quick answer
Morgan Trask is listed as Senior Manager - Location Strategies and Implementation at Evergreen Advisors, a with 41 employees, based in Lakeland, Florida, United States. AeroLeads shows a work email signal at evergreenadvisorsllc.com and a matched LinkedIn profile for Morgan Trask.
Morgan Trask previously worked as Manager - Location Strategies and Implementation at Evergreen Advisors and Senior Consultant at Evergreen Advisors. Morgan Trask holds Bachelor Of Science - Bs, Finance, Concentration In Asset Management from University Of South Florida.
Company email context
Email format at Evergreen Advisors
This section adds company-level context without repeating Morgan Trask's masked contact details.
{first_initial}{last}@evergreenadvisorsllc.com
89% confidence
AeroLeads found 1 current-domain work email signal for Morgan Trask. Compare company email patterns before reaching out.
Profile bio
About Morgan Trask
Morgan Trask is a Senior Manager - Location Strategies and Implementation at Evergreen Advisors. They possess expertise in financial modeling, microsoft word, investment banking, pitchbook, forecasting and 9 more skills. Colleagues describe them as "Morgan has proved to be a strong, open-minded, coachable and multi-skilled student. She didn’t let me down a single time. I can highly recommend working with her because she is highly reliable, responsible and completes all her tasks on time. Any team would be lucky to have her."
Listed skills include Financial Modeling, Microsoft Word, Investment Banking, Pitchbook, and 10 others.
Current workplace
Morgan Trask's current company
Company context helps verify the profile and gives searchers a useful next step.
Evergreen Advisors
9 roles
Morgan Trask work experience
A career timeline built from the work history available for this profile.
Manager - Location Strategies And Implementation
Jan 2023 - Apr 2024
Senior Consultant
Jan 2022 - Jan 2023
Location Strategies Analyst
Mar 2021 - Jan 2022
Investment Banking Analyst
Nov 2019 - Mar 2021
Investment Banking Analyst
Aug 2019 - Nov 2019
Investment Banking Intern
Feb 2019 - Aug 2019
Equity Research Analyst
Jun 2018 - May 2019
Investment Banking Intern
Aug 2018 - Dec 2018
Team & coworkers
Colleagues at Evergreen Advisors
Other employees you can reach at evergreenadvisorsllc.com. View company contacts for 41 employees →
EC
Eric Clarke
Colleague at Evergreen AdvisorsBaltimore City County, Maryland, United States
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DG
David Gruber, Cfp®️
Colleague at Evergreen AdvisorsWashington Dc-Baltimore Area, United States
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MC
Marianne Campbell
Colleague at Evergreen AdvisorsAlpharetta, Georgia, United States
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ML
Mark Lash
Colleague at Evergreen AdvisorsEllicott City, Maryland, United States
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FS
Fred Shaw
Colleague at Evergreen AdvisorsEllicott City, Maryland, United States
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SM
Sean Martin
Colleague at Evergreen AdvisorsBarstow, California, United States
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TP
Terrell Ponder
Colleague at Evergreen AdvisorsChattanooga, Tennessee, United States
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LD
Lou Demola, Cpa, Mba
Colleague at Evergreen AdvisorsColumbia, Maryland, United States
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SM
Shawn Moxley, Asa
Colleague at Evergreen AdvisorsCockeysville, Maryland, United States
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SP
Steve Prichett
Colleague at Evergreen AdvisorsBaltimore, Maryland, United States
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Eric Clarke
Colleague at Evergreen AdvisorsBaltimore City County, Maryland, United States
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DG
David Gruber, Cfp®️
Colleague at Evergreen AdvisorsWashington Dc-Baltimore Area, United States
View →
MC
Marianne Campbell
Colleague at Evergreen AdvisorsAlpharetta, Georgia, United States
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ML
Mark Lash
Colleague at Evergreen AdvisorsEllicott City, Maryland, United States
View →
FS
Fred Shaw
Colleague at Evergreen AdvisorsEllicott City, Maryland, United States
View →
SM
Sean Martin
Colleague at Evergreen AdvisorsBarstow, California, United States
View →
TP
Terrell Ponder
Colleague at Evergreen AdvisorsChattanooga, Tennessee, United States
View →
LD
Lou Demola, Cpa, Mba
Colleague at Evergreen AdvisorsColumbia, Maryland, United States
View →
SM
Shawn Moxley, Asa
Colleague at Evergreen AdvisorsCockeysville, Maryland, United States
View →
SP
Steve Prichett
Colleague at Evergreen AdvisorsBaltimore, Maryland, United States
View →
2 education records
Morgan Trask education
Bachelor Of Science - Bs, Finance, Concentration In Asset Management
Education record
FAQ
Frequently asked questions about Morgan Trask
Quick answers generated from the profile data available on this page.
What company does Morgan Trask work for?
Morgan Trask works for Evergreen Advisors.
What is Morgan Trask's role at Evergreen Advisors?
Morgan Trask is listed as Senior Manager - Location Strategies and Implementation at Evergreen Advisors.
What is Morgan Trask's email address?
AeroLeads has found 1 work email signal at @evergreenadvisorsllc.com for Morgan Trask at Evergreen Advisors.
Where is Morgan Trask based?
Morgan Trask is based in Lakeland, Florida, United States while working with Evergreen Advisors.
What companies has Morgan Trask worked for?
Morgan Trask has worked for Evergreen Advisors, Lcg Advisors, Usf Student Managed Investment Fund, and Crosstree Capital Partners, Inc..
Who are Morgan Trask's colleagues at Evergreen Advisors?
Morgan Trask's colleagues at Evergreen Advisors include Eric Clarke, David Gruber, Cfp®️, Marianne Campbell, Mark Lash, and Fred Shaw.
How can I contact Morgan Trask?
You can use AeroLeads to view verified contact signals for Morgan Trask at Evergreen Advisors, including work email, phone, and LinkedIn data when available.
What schools did Morgan Trask attend?
Morgan Trask holds Bachelor Of Science - Bs, Finance, Concentration In Asset Management from University Of South Florida.
What skills is Morgan Trask known for?
Morgan Trask is listed with skills including Financial Modeling, Microsoft Word, Investment Banking, Pitchbook, Forecasting, Microsoft Excel, Watson, and Bloomberg.
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