Anne P Morris is a high-skilled professional, working in Northern Trust Corporation main office of which is in 226. on the position of Senior Portfolio Manager since 2019. Anne has earned professional experience in more than five positions at different companies. Anne P Morris went to the San Diego State University and got education from 1990 to 1992. Anne has the following professional qualifications: License 194909, Cfp®, and Cfa. San Diego, California is the city, where this expert was known to be located. This expert's phone and email can be easily accessed through this website on demand.
Name variants:
Anna Morris,
Hannah Morris,
Susan Morris
Contact Information
Last Update
Jul 5, 2022
Email
am**@sbcglobal.net
Location
San Diego, CA
Company
Workplace
Senior Portfolio Manager
Chicago, IL
Industry
Financial Services, Custody Services, National Commercial Bank, Natl Commercial Banks, State Commercial Bank, State Commercial Banks, Commercial Banking
Colleagues
Work History
Senior Portfolio Manager
50 south La Salle St, Chicago, IL 60603
from Feb 2019
Wealth Management
120 C Ave, Coronado, CA 92118
The Gensler Group is a thriving boutique investment management and financial planning firm serving successful families and business owners. Through objective, sound, financial advice, The Ge...
Oct 1, 2016 — Sep 2017
Senior Portfolio Manager
11988 El Camino Real SUITE 600, San Diego, CA 92130
Jan 1993 — Jan 2003
Education
1990 — 1992
1984 — 1988
Occupations
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Counselor
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Advisor
Skills
Equities
Investment Management
Value Investing
Alternative Investments
Asset Management
Equity Valuation
Asset Allocation
Investments
Investment Advisory
Mutual Funds
Investment Strategies
Separately Managed Accounts
Financial Analysis
Securities
Portfolio Management
Wealth Management
Finance
Equity Research
Fixed Income
Series 7
Financial Services
Asset Managment
Managing Accounts
Private Equity
Series 63
Hedge Funds
Due Diligence
Performance Attribution
Financial Planning
Managed Accounts
Security Analysis
Institutional Investments
Bonds
Bloomberg
Strategic Financial Planning
Bloomberg Terminal
Retirement Planning
Etfs
Trading
Series 6
Corporate Actions
Options
Corporate Finance
Equity Trading
Financial Advisory
Valuation