David Morganti
Financial Services Professional
- Role
- Client Services Executive at S3
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About David Morganti
Dynamic financial leader with 20+ years of expertise in custody, brokerage, fintech, and investment sales. Proven track record in driving revenue growth, developing innovative solutions, and forging strategic partnerships to optimize operations and client outcomes. Active FINRA Series 7, 57 and 63 licenses.
Experience
Client Services Executive
Jan 2025 — Present
Education
Miami University
Finance, MIS
University of Pittsburgh Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA)
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