Chris Morra is a high-level expert, that works in Carolina Capital Management on the position of Financial Advisor since 2018. This person gained professional experience in more than seven positions at different companies. Chris Morra went to the Fordham University and received education there from 1984 to 1986. Chris Morra has such qualifications as Accredited Investment Fiduciary and Series 7/63/65, Multiple State Insurance Licenses (Life, Health, Variable). Princeton, New Jersey is the city, where this professional was lastly known to settle. Their email address and number are accessed through this website by request.
Name variants:
Christian Morra,
Christopher Morra,
Christine Morra,
Crystal Morra
Contact Information
Last Update
Jul 14, 2022
Email
cm**@yahoo.com
Location
Princeton, NJ
Company
Carolina Capital Management
Workplace
Financial Advisor
Work History
Financial Advisor
Carolina Capital Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to hel...
from Jul 2018
Director of Institutional Consulting and Director of Research
New Jersey
Created firm's model portfolios using mutual funds and ETFs Executed mutual fund due diligence for same and prepared customized asset allocations for high net worth clients Acted as a member...
Jul 2013 — Apr 2016
Financial Advisor
New York, NY
Effectively helped clients grow and protect their wealth
Jan 2012 — May 2013
Director of Business Development, Managed Accounts
730 3Rd Ave, New York, NY 10017
Drove national sales effort for TIAA-CREF's newly-created mutual fund advisory and UMA services Developed solid relationships with advisors and branch management teams, traveling nationally ...
Jun 2007 — Apr 2011
V.p National Sales and Product Manager
Led national business development effort for UBS Fiduciary Trust, a DB/DC IO plan management platform Sold directly to and closed with plan sponsor committees/boards/senior management teams ...
Jan 2001 — Jun 2004
Divisional Vice President Manager
Managed national sales support/analytical team for institutional consulting group at UBS (PRIME asset consulting) Developed customized asset allocations, executed manager research, wrote inv...
Sep 1998 — Jan 2001
Senior Internal Investment Consultant
767 5Th Ave, New York, NY 10153
Built in-house pension performance and analytical reporting tools, saving $100k in consulting fees. Re-engineered internal reporting processes and created new tools and reports Executed mone...
Mar 1992 — Sep 1998
Education
1984 — 1986
1981 — 1984
Occupations
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Representative
Executive
Chief Research Officer
Director
Artist
Model
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Chief Executive
Operations Manager
Skills
Mutual Funds
Investments
Financial Services
Strategic Financial Planning
Retirement Planning
Asset Management
Asset Allocation
Series 7
Marketing
Securities
Finance
Sales
Portfolio Management
Wealth Management
Financial Planning
Series 63
Retirement
Trading
Securities Regulation
Presentation Skills
Series 65
Investment Cosultiing