Connie Freeman Morris
Compliance Officer bij The Moorings Group LLC
Profiel
Ms. Connie F.
Morris is Chief Operating & Compliance Officer at The Moorings Group LLC.
Ms. Morris’s previous positions include 13 years with the First Boston Corporation in Atlanta and New York and 10 years with Wachovia Securities in Atlanta.
Her clients included trust organizations, investment advisors, insurance companies and mutual funds.
Her institutional sales role included consulting with her clients regarding their individual securities needs, providing market analysis and offering investment products and strategies.
Prior to joining The Moorings Group, she held an institutional sales position with State Street Capital Markets and Advest Inc. She has more than 30 years of experience in the fixed income markets.
Ms. Morris attended Georgia State University.
Actieve functies van Connie Freeman Morris
| Bedrijven | Functie | Begin |
|---|---|---|
The Moorings Group LLC
 The Moorings Group LLC Investment ManagersFinance The Moorings Group LLC is an independent SEC-registered wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Michele Poirier in 2003. The Moorings Group designs and manages custom portfolios for individual investors, corporations, foundations, endowments, governmental entities, and trusts. | Compliance Officer | - |
Eerdere bekende functies van Connie Freeman Morris
| Bedrijven | Functie | Einde |
|---|---|---|
| Advest, Inc. | Corporate Officer/Principal | - |
| Wachovia Securities, Inc. | Corporate Officer/Principal | - |
| First Boston Corp. | Corporate Officer/Principal | - |
Opleiding van Connie Freeman Morris
| Georgia State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
The Moorings Group LLC
The Moorings Group LLC Investment ManagersFinance The Moorings Group LLC is an independent SEC-registered wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Michele Poirier in 2003. The Moorings Group designs and manages custom portfolios for individual investors, corporations, foundations, endowments, governmental entities, and trusts. | Finance |
| First Boston Corp. | Finance |
| Wachovia Securities, Inc. | Finance |
| Advest, Inc. | Finance |
