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Anthony Morgan

Director @Merrill Lynch

Monroe, NY, US
MOBILE NUMBERS
+13•••••••96

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WORK HISTORY

Apr 2006 — Present

Director @Merrill Lynch

New York, NY, US

Head of Taxable Fixed Income Sales and Strategy. Supervise marketing associates servicing Merrill Lynch High Net Worth (HNW) Accounts. Liaise between capital markets institutional traders and HNW Advisors. Present Fixed Income Capability Presentations to BofaML recruits with high degree of success.NASD Series 3,4,7,24,55,63

SKILLS

OptionsCapital MarketsSeries 7Portfolio ManagementAlternative InvestmentsFixed IncomeInvestmentsWealth ManagementEquitiesMutual FundsBloombergSeries 63Hedge FundsFinancial ServicesManagementFinraBusiness StrategyAsset ManagementSecuritiesBondsStrategic Financial Planning

ABOUT ANTHONY MORGAN

Director at Merrill Lynch

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