Morgan B.

Morgan B. is a seasoned financial professional with a diverse background in wealth management and client services. With a Bachelor's degree in Economics and Psychology from the University of California, Davis, Morgan has held various positions across prominent financial institutions, including Wealth Relationship Manager at Citi, Registered Client Service Associate at UBS, Senior Premier Banker at Wells Fargo, AVP Premier Relationship Manager at HSBC, and Relationship Banker at Chase. This extensive experience underscores Morgan's expertise in managing client relationships and delivering tailored financial solutions.