Deep Enrich
John Morey
Managing Director
760 followers
South Bend, Indiana, United States
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About me
Fellow, Inspired Leadership Initiative
Education
Boston College Carroll School of Management
1996 - 1997Graduate Certificate Organizational LeadershipLeadership for the Common Good
Saint Anselm College
-Bachelor of Arts - BA EconomicsActivities and Societies: Red Key Honor Society, Varsity Ice Hockey
Experience
BankBoston Private Clients Group
Jan 1989 - Jan 1999Managing DirectorNational Sales Manager
Putnam Investments
Jan 1999 - Jan 2002SVP
GMO
Jan 2002 - Jun 2017PartnerHead, Client Relations
Fiduciary Trust Company
May 2018 - Oct 2022Chief Client Officer
University of Notre Dame
Aug 2023 - Jun 2024Fellow, Inspired Leadership Initiative
Licenses & Certifications
Series 7, 24, 3 & 63
FINRAJun 1998
Volunteer Experience
Board Member
Issued by Bethany Land Institute on Apr 2024Associated with John MoreyAdvisory Council
Issued by Horizons for Homeless Children on Nov 2022Associated with John MoreyBoard of Advisors
Issued by Saint Anselm College, Chapel Art Center on Mar 2023Associated with John MoreyBoard Member
Issued by BROCKTON SPORTS FOUNDATION on Sept 2012Associated with John MoreyDirector
Issued by Falmouth Associates, Inc on Jan 2023Associated with John MoreyPast Member Board of Trustees
Issued by Thayer Academy on May 2011Associated with John Morey
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