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Michael Morelli
Analyst-Equity presso Keudell/Morrison Wealth Management
Profilo
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.
Posizioni attive di Michael Morelli
Società | Posizione | Inizio |
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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 |
Formazione di Michael Morelli
Oregon State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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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 |
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