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Matthew Morris

Matthew Morris

Financial Services Professional

Followers of Matthew Morris189 followers
location of Matthew MorrisClaymont, Delaware, United States

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  • Timeline

  • About me

    Vice President - Sr Client Service Associate at J.P. Morgan

  • Education

    • University of Delaware - Lerner College of Business and Economics

      -
      Bachelor’s Degree Business Management

  • Experience

    • Swarthmore Financial Services

      Jun 2015 - Nov 2015
      Financial Services Professional

      • Provided comprehensive financial planning and solutions, using fact gathering and needs based analysis for all clients.• Gained new clients through networking and referrals by making warm and cold phone calls.• Organized and led client meetings both alone and jointly with fellow associates.• Maintained a strong and trusting relationship will all clients.

    • Jeff Reardon Home Services

      Jan 2016 - Mar 2017
      General Contractor

      • Worked on a variety of different jobs such as painting, hanging drywall, framing, and stonework.• Completed high-quality work in an efficient manner.• Ensured safety standards at all work areas.

    • J.P. Morgan

      Apr 2017 - now

      • Vice President - Sr Client Service Associate

        Jan 2023 - now

      • Associate - Sr Client Service Associate

        Jan 2021 - Jan 2023

      • Client Service Associate

        Apr 2017 - Jan 2021

  • Licenses & Certifications

    • Series 7

      FINRA

    • Series 63

      FINRA

  • Volunteer Experience

    • Head Soccer Coach

      Issued by Delaware Union Soccer Club on Nov 2014
      Delaware Union Soccer ClubAssociated with Matthew Morris