Experience

Moreton Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• President

  • Mar 2012 - Present

  Salt Lake City Moreton Asset Management provides customized money market and short to intermediate-term fixed income portfolio management for institutional clients. Our clients include corporations, municipalities, and credit unions.



Contango Capital Advisors

• VP/ Portfolio Manager

  • Nov 2010 - Feb 2012

  Greater Salt Lake City Area Portfolio manager institutional fixed income.



Zions Bank

• United States
• Banking
• 700 & Above Employee

• Senior Portfolio Manager

  • Jun 2003 - Nov 2010

  Greater Salt Lake City Area Portfolio Manager for Liquid Asset Management Division overseeing $1.5 billion in fixed income assets for institutional clients



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Representative

  • Jun 1999 - Jun 2003

  Merrimack, New Hampshire Sales and service for high net worth ($1 million to $10 million in assets) clientele in northeast states region. Consistently finished in upper 15% of peer group for sales target. • Financial planner structuring equity investment strategies, retirement planning, and annuities with responsibility for presentation to high dollar clients. Experience trading equities, options, mutual funds, IPO desk, and fixed income. • Promoted four times in three and a half years: customer… Show more Sales and service for high net worth ($1 million to $10 million in assets) clientele in northeast states region. Consistently finished in upper 15% of peer group for sales target. • Financial planner structuring equity investment strategies, retirement planning, and annuities with responsibility for presentation to high dollar clients. Experience trading equities, options, mutual funds, IPO desk, and fixed income. • Promoted four times in three and a half years: customer service representative, equity and options trader, fixed income desk, and premium divisions. Show less