Lisa Morgan
Vice President, Investment Solutions
- Role
- Vice President, Investment Solutions at Voya Financial
- Location
- Windsor, CT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lisa Morgan
Accomplished, award-winning Business Development professional with over 15 years of…
Experience
Vice President, Investment Solutions
Sep 2021 — Present
Registered representative of Voya Financial Partners, LLC (member SIPC)
Education
Bentley University
Bachelor’s Degree, Bachelor of Science - Business Communication
1993 — 1997
University of Connecticut School of Business
Master of Business Administration (M.B.A.), Marketing
2000 — 2004
Skills
- Series 63
- Marketing
- Alternative Investments
- Equities
- Investments
- Financial Services
- Business Development
- Asset Allocation
- Mutual Funds
- Retirement Solutions
- Asset Management
- Defined Contribution
- Series 7
- Management
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