J. Morgan

J. Morgan Work

Founder and Financial Strategist

@ TAELOS Financial Partners

V

Financial Planning and Wealth Manager

@ Virginia Asset Management

Financial Advisor

@ Edward Jones

J. Morgan Education

Bachelor of Science

North Carolina Wesleyan College
Master's Degree

Campbell University, Lundy-Fetterman School of Business

J. Morgan Skills

LeadershipTeam BuildingCustomer RelationsRequirements AnalysisSharePointPublic SpeakingSalesforce.comRenewal RetentionAccount ManagementSalesManage Client RelationshipsHIPAASales OperationsCustomer SatisfactionTroubleshootingMicrosoft SQL ServerBusiness AnalysisHL7HealthcareSoftware DocumentationVendor ManagementProcess ImprovementEHRTeam LeadershipQuality AssuranceNetSuiteClient Expectations ManagementMicrosoft OfficeJavaProgram ManagementTestingEMRProposal WritingHealthcare Information TechnologyCross Functional Team LeadershipHealthcare ITTrainingProduct ManagementProject ImplementationCustomer ServiceEnterprise SoftwareBusiness IntelligenceProject PlanningSQLSaaSManagementProject ManagementProblem SolvingAnalyticsPre SalesSoftware Project ManagementSolution ArchitectureIntegrationCRMAnalysisDatabasesFinancial StrategiesSmall Business Retirement Planning

J. Morgan Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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J. Morgan currently works at TAELOS Financial Partners as J. Morgan - Founder and Financial Strategist at TAELOS Financial Partners.

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