Catie Morici
Director of Private Wealth Services at Crest Capital Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
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Experience
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Crest Capital Advisors
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United States
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Investment Management
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1 - 100 Employee
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Director of Private Wealth Services
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Jun 2012 - Present
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Senior Registered Client Service Associate
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2005 - Jun 2012
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Consultant
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Jan 2005 - Jul 2005
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State Street
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United States
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Financial Services
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700 & Above Employee
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Wealth Management Services Specialist
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Jun 2003 - Jan 2005
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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International Team Administrator
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Jul 2001 - Jun 2003
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Education
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1997 - 2001
Elon University
Bachelor of Science, Business Administration
Community
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