Darren Shane Morton

Institutional Consultant

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Location:

Indian Trail, NC

Industry:

Financial Services

Work:

Wells Fargo Jul 2007 - Apr 2017
Vice President and Relationship Manager
Vanguard Jan 1999 - Jul 2006
Voyager and Flagship Client Services Associate
First Citizens Bank Jan 1999 - Jul 2006
Institutional Consultant

Education:

Wingate University 1995 - 1997
Blacksburg High School 1988 - 1992

Skills:

Series 6
Relationship Management
Building Relationships
Series 63
Cross Selling
401K
Erisa
Retirement
Finance
Crm
Investments
Wealth Management
Series 7
Mutual Funds
Retirement Planning
Financial Services
Management
Banking
Asset Allocation
Defined Benefit
Portfolio Management
Sales
Customer Service
Risk Management
Leadership
Process Improvement
Analysis
Business Relationship Management
Analytical Skills
Customer Relationship Management
401 Retirement Savings Plans
Business Process Improvement

Certifications:

Crsp
Series 6 (Securities License)
Series 63 (Uniform Securities Agent State Law Examination)
Insurance Producer

Darren Morton

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Darren Morton

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Relationship Manager Ii At Wachovia, A Wells Fargo Company

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Position:

Relationship Manager II at Wachovia, a Wells Fargo Company

Location:

Charlotte, North Carolina Area

Industry:

Financial Services

Work: