elizabeth morgan

deposit escrow relationship manager, senior vice president

About

Twenty years experience in the financial services industry, working with industry leaders while successfully increasing accounts through innovative solutions and superior service. Expertise managing large and highly complex accounts. Strategic thinker who easily develops highly tailored solutions for client needs. Proven relationship abilities with diverse clientele – families, corporate executives, venture capitalists, private equity, nonprofits, and high net worth individuals. Recognized as a resource to peers in developing investment strategies. Superior client communication skills enable proactive introduction to investment solutions and creative ideas. Adept at acquiring new assets as well as referrals and additional assets from existing clients. Specialties: Creative solutions in wealth management

Country

united states

City

philadelphia

Industry

financial services

Skill

private equity, investment strategies, high net worth individuals, asset, series 7, alternative investments, equities, mutual funds, securities, asset allocation, asset managment, capital markets, portfolio management, hedge funds, investment banking, fixed income, strategic financial planning, bonds, bloomberg, banking, asset management, financial services, finance, financial advisory, estate planning, trading, wealth, investments, wealth management

Experience

relationship manager, vice president, wealth management

pnc

2005-3 - 2009-4 · 4 yrs 2 mos

Managed & grew relationships with high net worth individuals and families. Sourced leads for new relationships. Provided financial advice and defined strategy on accounts ranging from $1 MM to $200 MM. Reviewed investment performance to benchmarks. Ensured comprehensive approaches to total wealth and overall objectives.

financial advisor

merrill lynch

2003-11 - 2004-12 · 1 yr 2 mos

Recruited to develop new client relationships and service existing accounts related to investment and liability management, financial advice, cash flow, and estate planning. Target clients had $1 MM and above in investable assets.

senior financial consultant, vice president

fleet bank

2002-11 - 2003-11 · 1 yr 1 mo

Partnered with Fleet Private Client Group on high net worth clients/prospects needing brokerage services.

financial advisor

american express

1993-1 - 1995-1 · 2 yrs 1 mo

wealth advisor to private clients

private client consulting

2009-4 - 2011-5 · 2 yrs 2 mos

* Consulting, contract assignments, and professional development activities. * Financial Consulting: Performed asset allocation and investment research for private clients. * Real Estate Research: Researched distressed properties for a consortium of investors, providing comparables.

investment advisor

deutsche bank

1995-5 - 2002-2 · 6 yrs 10 mos

Investment Advisor, Private Client Group (1999 to 2002) – Advised and invested on behalf of high net worth individuals, family offices, foreign government, venture capital funds, and their partners. Marketed investment banking services to clients. Partner to Principal (1996 to 1998) – Served as partner to Principal of firm, with responsibility for prospecting high net worth individuals, corporate clients, and institutions. Sales and Trading Associate (1995 to 1996) – Provided sales, trading and research support for retail and institutional broker producing $1 million annually.

escrow specialist, vice president

bny mellon wealth management

2011-6 - 2017-8 · 6 yrs 3 mos

BNY Mellon Wealth Management is one of the nation's top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. We provide exceptional capabilities, proven experience and innovative wealth management solutions to high-net-worth individuals, family offices, planned giving programs, endowments and foundations. Our ability to apply our skills and capabilities consistently, expertly, and personally has resulted in highly satisfied clients and enduring relations that span market cycles and generations. BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.