Alli Morse
Principal, Relationship Manager at Merganser Capital Management
- Role
- Principal, Relationship Manager at Merganser Capital Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Alli Morse
Relationship Manager dedicated to building and strengthening client and consultant relationships, while driving business development. Serve as a member of the firm\'s Operating Committee.
Experience
Principal, Relationship Manager
Nov 2021 — Present
Education
University of Vermont
Bachelor of Science in Mathematics and Minor in Business Administration
2008 — 2012
Kings College London
Mathematics and Business
2011 — 2011
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
2016 — 2019
Skills
- Microsoft Office
- Evestment
- Series 7
- Powerpoint
- Microsoft Excel
- Public Speaking
- Business Objects
- Series 63
- Morningstar Direct
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