Michael Morelli
Analyst-Equity chez 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.
Postes actifs de Michael Morelli
| Sociétés | Poste | Début |
|---|---|---|
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 |
Formation de Michael Morelli
| Oregon State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
