MARK DOUGLAS MORGAN
Pilots at Cathay Way, Sacramento, CA

License number

California A1333528

Issued Date

Oct 2016

Expiration Date

Oct 2018

Professional information

Ceo At Stratex Advisors, Inc

Position:

Chief Executive Advisor at StratEx Advisors, Inc., CEO at StratEx Advisors, Inc

Location:

Sacramento, California Area

Industry:

Management Consulting

Work:

StratEx Advisors, Inc. since Dec 2007 - Chief Executive Advisor StratEx Advisors, Inc since 2007 - CEO Executing Your Strategy 2004 - 2007 - Lead Author IPSolutions Sep 1997 - Nov 2007 - Chief Learning Officer IBM Apr 1977 - Apr 1990 - Senior Engineer

Education:

Golden Gate University 1980 - 1986
Master of Business Administration (MBA), Business Administration, Management and Operations California Polytechnic State University-San Luis Obispo 1972 - 1977
BSET, Mechanical/Manufacturing Engineering

Interests:

Golf, horses, shooting sports, leather work

Executive Director/Corporate Client Group Director/Financial Advisor/Cima/Crps At Morgan Stanley Smith Barney

Position:

Executive Director/Corporate Client Group Director/Financial Advisor/CIMA/CRPS at Morgan Stanley Smith Barney

Location:

Sacramento, California Area

Industry:

Financial Services

Work:

Morgan Stanley Smith Barney - Folsom, CA since Mar 1983 - Executive Director/Corporate Client Group Director/Financial Advisor/CIMA/CRPS

Education:

University of Southern California - Marshall School of Business 1977 - 1981
Bachelor or Science, Business Administrationm - Finance

Interests:

Mark is still active in competitive golf, loves to travel, and enjoys volunteering as a Rules Official at First Tee golf tournaments in the Sacramento area.

Certifications:

Certified Investment Management Analyst, Investment Management Consultants Association
Chartered Retirement Plan Specialist, College for Financial Planning