Karen Morgan
Private Banking Advisor, Accredited Wealth Management Advisor (R) @Allegacy Financial
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WORK HISTORY
Private Banking Advisor, Accredited Wealth Management Advisor (R) @Allegacy Financial
My career as a professional in the financial services industry has helped me build a knowledgeable foundation that has resulted in my clients receiving the highest degree of customer service. My experience as Private Banking Advisor, Mortgage Loan Manager, Mortgage Loan Officer, Business Development Sales Manager and Life Insurance Underwriter has proved to be beneficial for my customers in helping them achieve their financial goals. Whether this involves acquiring a competitive rate on a short term financial instrument or providing a personal financial analysis for my customer, I bank on my knowledge and experience to guide them through the process of achieving their goals.
EDUCATION
Forsyth Technical Community College
A. D., Banking and Finance-Honors Graduate
East Carolina University
Bachelor of Arts (B.A.), English
ABOUT KAREN MORGAN
Equity Line, Mortgage, Life Insurance and Private Banking Specialist.
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