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
Finance & AccountingView LinkedIn profile

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

  1. Principal, Relationship Manager

    Merganser Capital Management

    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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Alli Morse — Principal, Relationship Manager at Merganser Capital Management in Boston, MA, US | Unifers