Vice President@ GoodLeap
San Francisco, California, United States
Brendan Morgan, CFA
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UNSW
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Tell me more about Brendan Morgan, CFA?
FlashIntel GPTBrendan Morgan, CFA is a Senior Manager, Investor Sales at Upgrade, Inc. with 11.8 years of experience in valuation, investments, and financial analysis. He has a strong background in Bloomberg, financial modeling, and equities. Brendan has held various leadership positions at GoodLeap, including Vice President of Capital Markets and Director of Financial Institutions. He also has experience as a Managing Principal and Senior Manager of Business Development at Upgrade, Inc. Brendan's expertise lies in the financial services industry, with a focus on investment management and financial services. He is based in San Francisco, California.
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About
Senior Manager, Investor Sales at Upgrade, Inc.
Work Experience
Vice President
Vice President Capital Markets
Director Capital Markets
Director Financial Institutions
Financial Services
Brendan Morgan, CFA's Professional Milestones
- Senior Manager Capital Markets (2017-09-01~2018-09-01): Overseeing effective capital market strategies, driving sustainable growth for the stock market.
- Associate Capital Markets (2016-08-01~2017-08-01): Successfully implemented advanced valuation techniques, optimizing portfolio performance and maximizing profitability.
Education
Skill
Valuation
Investments
Financial Analysis
Bloomberg
Financial Modeling
Finance
Equities
Mutual Funds
Financial Markets
Microsoft Excel
Powerpoint
Microsoft Office
Certification
Colleagues
Victoria Simpson
founder executive producer at hello moon creative
Hayes Barnard
founder chairman and ceo at goodleap and givepower founder and chairman at goodfinch
Chanel Shih
product leader & innovator | product marketing story teller l outcome & data driven customer centric growth strategy l agile scrum master and product owner l pragmatic marketing pmc® l saas development sdlc l ex-zillow
Kelly Resendez
evp of talent acquisition and development at goodleap | speaker author | founder gobundance women
Ming Wu
Chief Technology Officer
Other Named Brendan Morgan, CFA
Frequently asked questions
We found 3 Brendan Morgan, CFA's email addresses
We found 1 Brendan Morgan, CFA's phone numbers
Brendan Morgan, CFA works for GoodLeap
Brendan Morgan, CFA's role in GoodLeap is Vice President
Brendan Morgan, CFA works in the industry of Financial Services
Brendan Morgan, CFA's colleagues are Victoria Simpson,Hayes Barnard,Chanel Shih
Brendan Morgan, CFA's latest job experience is Vice President at GoodLeap
Brendan Morgan, CFA's latest education in UNSW
