Kevin Morgan
Managing Director at JP Morgan
- Role
- Defined Contribution Investment Consultant at J.P. Morgan
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kevin Morgan
Great American Insurance 2 1/2 yrs Fidelity Investments 9yrs Deutsche Bank/DWS…
Experience
Defined Contribution Investment Consultant
Mar 2009 — Present
Investment Only
Education
University of Cincinnati
Business, Finance
1990 — 1994
Skills
- Employee Benefits
- Financial Services
- Investment Advisory
- Wealth Management
- Series 6
- Relationship Management
- Securities
- 401k
- Retirement Planning
- Consulting
- Investment Strategies
- Alternative Investments
- Management
- Series 7
- 401(K) Retirement Savings Plans
- Retirement
- Series 63
- Pension Funds
- Pensions
- Investments
- Financial Advisory
- Profit Sharing
- Asset Management
- Asset Allocation
- Mutual Funds
- Sales
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