Profilo
Ms. Lu A. Morrison is a Managing Director at MAI Wealth Advisors LLC.
Prior to joining to MAI, she spent over nine years in the tax department of Deloitte and Touche Cleveland office.
During that time, her emphasis was on small business and personal tax planning and compliance.
She also spent five years with Mentor Exempted School Village as a secondary mathematics teacher.
Ms. Morrison moved to Cleveland to attend CASE Weatherhead School of Management and obtained her MBA in 1992.
She also holds bachelor's degrees from Garfield Senior College and Indiana University of Pennsylvania.
She is a Certified Public Accountant and Certified Financial Planner.
Precedenti posizioni note di Lu A. Morrison
| Società | Posizione | Fine |
|---|---|---|
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | - |
Formazione di Lu A. Morrison
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















