Michael Morelli
Analyst-Equity bei Keudell/Morrison Wealth Management
Profil
Mr. Michael Morelli is an Investment Advisor Representative at Keudell/Morrison Wealth Management.
He was a four year starter for the Men’s Rugby Team while holding positions as Team Captain, President, Treasurer, and served as an officer for the OSU Sports Club Committee.
After college, Mr. Morelli began his career in 2010 in the technology sector working in sales and business development for a software company.
He is a graduate from Oregon State University with a B.S.
in Marketing Research.
He started studying to obtain the designation of Certified Financial Planner.
Aktive Positionen von Michael Morelli
| Unternehmen | Position | Beginn |
|---|---|---|
Keudell/Morrison Wealth Management
 Keudell/Morrison Wealth Management Investment ManagersFinance Keudell Morrison Wealth Management LLC (KMWM) is an independent registered investment advisor headquartered in Salem, Oregon. The firm was founded in 2018 and is owned by Michael Morrison, Larry Keudell, Joel Blount and Stephanie Smith. KMWM provides investment advice to individuals, high net worth individuals, businesses, and not-for-profit organizations. | Analyst-Equity | 01.01.2019 |
Ausbildung von Michael Morelli
| Oregon State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Keudell/Morrison Wealth Management
Keudell/Morrison Wealth Management Investment ManagersFinance Keudell Morrison Wealth Management LLC (KMWM) is an independent registered investment advisor headquartered in Salem, Oregon. The firm was founded in 2018 and is owned by Michael Morrison, Larry Keudell, Joel Blount and Stephanie Smith. KMWM provides investment advice to individuals, high net worth individuals, businesses, and not-for-profit organizations. | Finance |
