Luis Morales

Vice President, Wealth Strategist @First Horizon Bank

Sarasota, FL, US
MOBILE NUMBERS
+19•••••••24

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WORK HISTORY

Jun 2019 — Present

Vice President, Wealth Strategist @First Horizon Bank

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Sarasota, FL, US

EDUCATION

2018 — 2020

Florida School of Banking

FTS Diploma of Completion

2010 — 2015

University of South Florida Sarasota-Manatee

Bachelor of Science (BS)

2017 — 2021

University of South Florida Muma College of Business

Master of Business Administration - MBA

SKILLS

EquitiesFinancial ServicesWealth ManagementPortfolio ManagementSecuritiesAsset ManagementInvestmentsFinanceInvestment AdvisoryCustomer ServiceWealth Management ServicesInvestment ManagementAsset AllocationBankingMutual Funds

ABOUT LUIS MORALES

Investment Portfolio Manager with over 15 years of experience working with…

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