J. Brian Morgan
Founder & Financial Strategist @Taelos Financial Partners
Raleigh-Durham-Chapel Hill, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2022 — Present
Founder & Financial Strategist @Taelos Financial Partners
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Raleigh-Durham-Chapel Hill, NC, US
EDUCATION
N/A
North Carolina Wesleyan College
Bachelor of Science
2025
Campbell University, Lundy-Fetterman School of Business
Master's Degree
SKILLS
Team LeadershipProgram ManagementNetsuiteLeadershipSalesforce.comSqlManagementTeam BuildingProject PlanningRequirements AnalysisSales OperationsCustomer ServiceManage Client RelationshipsProposal WritingVendor ManagementHealthcareProduct ManagementHipaaCross-Functional Team LeadershipAnalyticsHealthcare ITTroubleshootingSaasEhrRenewal RetentionBusiness AnalysisProject ManagementPre-SalesAccount ManagementBusiness IntelligenceHealthcare Information TechnologyTrainingCustomer SatisfactionSharepointDatabasesCustomer RelationsHl7Software DocumentationSolution ArchitectureMicrosoft Office
ABOUT J. BRIAN MORGAN
Building financial strategies with uncommon integrity for private business owners…
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