Marty R Morris is a skilled professional, who works in Pinpoint Local main office of which is in 868. as a Owner from 2019. Marty has earned professional experience in more than eight positions at different companies. Marty R Morris went to the Arizona State University and got education there from 1981 to 1983. Marty R Morris has such qualifications as Cpa, Cfp, and License 29952. Denver, Colorado is the city, where this expert was lastly known to live. Their phone and email can be accessed through this website by request.
Name variants:
Martin Morris,
Martha Morris,
Martina Morris
Contact Information
Last Update
Jul 5, 2022
Email
ma**@hotmail.com, fo**@aol.com, mr**@msn.com
Location
Denver, CO
Company
Pinpoint Local
Workplace
Owner
Work History
Owner
Fort Myers, FL
Digital marketing services to get you noticed online. We help small businesses get new customers through a well-designed website, giving them a seamless, fast-click online experience and boo...
from Mar 2019
Director of Financial Planning
4770 Baseline Rd SUITE 380, Boulder, CO 80303
Financial planning
case design, development and presentation Insurance
case design, illustrations, underwriting, service and renewals Investments
case design, proposals, due diligence wi...
Nov 1, 2013 — Mar 31, 2016
Accountant
Individual, corporate, non-profit and trust tax returns. Accounting and payroll
Jul 2011 — Mar 2013
Staff Accountant
Prepared individual, corporate and trust tax returns. Compiled financial statements for businesses
Dec 2010 — Jun 2011
Managing Director
300 west Clarendon Ave SUITE 405, Phoenix, AZ 85013
Sold Sabrient’s quantitative equity research to over twenty money managers, hedge funds and financial websites. Assisted existing managers with Sabrient in raising capital with individual in...
Apr 2004 — Dec 2010
Senior Financial Consultant
Assisted in the implementation of millions of dollars in planned gifts over 10 years at Hallmark including the gifts of real estate properties, securities portfolios, stock options and a $1...
Jan 1, 1993 — Jan 1, 2002
President
Dedicated to the practice of wealth accumulation and wealth preservation for business owners, executives and professionals
from 1993
Financial Planning Manager
Instrumental in developing a financial plan resulting in the largest commission ($1.2 million) in CIGNA history in 1987.
Streamlined the preparation and delivery process of financial plans...
Aug 1985 — Dec 1992
Education
1981 — 1983
1973 — 1977
Occupations
Executive
Owner
Marketer
SEO Specialist
Director
Chief Executive
Web Marketer
Marketing Manager
Operations Manager
Skills
Financial Modeling
Investments
Portfolio Management
Hedge Funds
Private Equity
Finance
Accounting
Investment Strategies
Estate Planning
Alternative Investments
Payroll
Equities
Financial Analysis
Financial Reporting
Retirement Planning
Financial Planning
Strategic Planning
Asset Management
Tax
Asset Managment
Investment Banking
Tax Preparation
Tax Returns
Income Tax
Corporate Tax
Personal Financial Planning
FAQs about Marty R Morris
What's the main profession of Marty R Morris?
The expert is a Owner.
What jobs is Marty a professional at?
Marty is proficient at Executive and Owner jobs.
Where is Marty R Morris currently located?
Marty R Morris is located in Denver, Colorado.
Does Marty have the email address?
ma**@hotmail.com and fo**@aol.com is The professional's email address.
How many companies did Marty R Morris work at?
Marty R Morris worked at eight jobs.
Where has Marty R Morris studied?
Marty studied at the Arizona State University from 1981 to 1983.
Are there any certifications, that Marty R Morris has?
The expert received the following certifications: Cpa, Cfp, License 29952, and License 8886.
Are there any professional industries Marty R Morris works in?
Marty R Morris works in Internet industry.