Morgan Marie Morley
Investment Portfolio Manager @IC Markets
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WORK HISTORY
Investment Portfolio Manager @IC Markets
US
Assist high net worth individuals in examining immediate and long-term financial situations to optimize savings, income, and investments by conducting in-depth financial analysis into risks, rewards, and opportunities.• Bolster and maintain strategic working relationships with new and existing clients, including ongoing contact and communication, directly supporting the development of new business and networking opportunities.• Draft and implement comprehensive financial plans, including estate, insurance, and tax strategies.• Entrusted with overseeing a growing book of business valued at $ 420M USD AUM, including relationship management, wealth management, investment strategies, and retention risk management.
EDUCATION
UCLA
Master's degree, Finance and Financial Management Services
Princeton University
Bachelor of Science - BS, Finance, General
ABOUT MORGAN MARIE MORLEY
I am a seasoned professional with 7+ years of portfolio management, financial advising and trading experience in various sectors. Recognized for demonstrating a natural aptitude for cultivating and maintaining trust-based client relationships, as well as for providing financial planning and wealth management support and mitigating risks, I have a verifiable history of contributing directly to Individual and company success throughout my career. As such, I have consistently exceeded financial and performance goals and I am adept at achieving maximum operational output with minimal resource expenditure. Professional focal points include portfolio management, financial advising, client relationship management, wealth management, asset management, financial/sales trading, private banking, financial planning, investment management, risk mitigation, and project management. Delivering superior administration on the latter areas of expertise requires utilization of effective communication skills, negotiation skills, as well as business acumen, regulatory compliance, budget management and resource management to support efficiency and maximum returns. Currently, I am a Portfolio Manager with IC Markets. In this position, I am primarily responsible for creating and managing investment allocations for both middle class and high net-worth clients and maintaining trust-based client relationships. I also identify and spearhead new business and networking opportunities. In addition, I liaise with senior leadership, clients, and cross-functional teams to ensure the company\'s client support structure is driving the business forward with minimal expenditures. Colleagues describe me as a progressive, driven, down-to-earth, financial and leadership expert who can be relied on to offer superior solutions that deliver profitable results on time and under budget. I am interested in contacting former colleagues and managers, as well as other professionals in my field. Feel free to contact me through this profile if you wish to connect and work together.
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