Morgan Lum
Executive Vice President | Private Bank Chief Operating Officer
- Role
- Executive Vice President at PNC
- Location
- Wilmington, DE, US
- LinkedIn followers
- 500 followers
About Morgan Lum
With seven years of progressive leadership experience at PNC and 26 years overall in Wealth Management and Private Banking, I partner closely across teams to deliver strategic solutions and operational excellence. As the Chief Operating Officer of PNC Private Bank, I am privileged to lead a team of experienced professionals focused on creating an exceptional client and employee experience while maximizing efficiency and driving growth across our national footprint. Leveraging skills in business analysis, strategy, solutions development and budget management, our team has spearheaded initiatives to deliver PNC’s best in class solutions across the wealth continuum.
Experience
Executive Vice President
Mar 2021 — Present · Wilmington, DE, US
Education
St. Mary's College of Maryland
Bachelor of Arts (BA), Economics
1992 — 1996
Skills
- Finance
- Banking
- Risk Management
- Strategy
- Capital Markets
- Series 7
- Alternative Investments
- Portfolio Management
- Private Equity
- Wealth Management
- Private Banking
- Securities
- Management
- Financial Markets
- Investment Banking
- Derivatives
- Financial Analysis
- Asset Management
- Financial Services
- Fixed Income
- Equities
- Investments
- Project Management
- Hedge Funds
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.