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Loren Morris
Loren Morris
Vice President, Advisor Practices Strategy and Design | Northwestern Mutual
Milwaukee, Wisconsin, United States
Loren Morris
Summary
Loren Morris is an accomplished Vice President with over two decades of experience in the financial services industry, specializing in advisor practices and alternative investments. Currently leading a team at Northwestern Mutual, Loren is dedicated to enhancing the growth and effectiveness of financial advisors through innovative strategies and comprehensive support. With a strong background in asset management and investment banking, Loren has successfully navigated various leadership roles across multiple prestigious firms, including Cetera Financial and Merrill Lynch. An advocate for bridging the gap between client needs and financial offerings, Loren is committed to promoting financial security and confidence among clients. His educational credentials include an MBA from The Tuck School of Business at Dartmouth and a BA from Yale University. Outside of work, Loren is passionate about mentoring emerging leaders in the financial sector and exploring the intersection of finance and technology.
Loren Morris
Work Experience
Vice President, Advisor Practices Strategy and Design at
Northwestern Mutual
October 2023 - Present
Vice President Advisor Practices at
Northwestern Mutual
October 2020 - October 2023
Chief Operating Officer, Traditional Channel at
Cetera Financial Group
September 2018 - March 2020
Director, Strategic Development at
MarketCounsel Consulting
April 2015 - September 2018
Director, Head of Advisor Services at
Cantor Fitzgerald
January 2013 - March 2015
Director, RIA Services at
Dynasty Financial Partners
January 2011 - January 2012
Strategic Business Development at
Charles Schwab Advisor Services
January 2008 - January 2011
Principal at
Rcm Saratoga Capital
January 2003 - January 2007
Director at
Renaissance Capital
January 2002 - January 2003
Investment Banking, Global Financial Institutions Group at
Merrill Lynch/Wfc/L. Inc.
January 1999 - January 2001
Commercial Underwriter at
Chubb
January 1991 - January 1997
Loren Morris
Education
Frequently Asked Questions about Loren Morris
What is Loren Morris email address?
Loren Morris's primary email address is ***********@northwesternmutual.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Loren Morris work for?
Loren Morris is a Vice President, Advisor Practices Strategy and Design at Northwestern Mutual, a company specializing in Federal reserve banks.
Where Loren Morris graduated from?
Loren Morris holds a degree in Finance from The Tuck School of Business at Dartmouth.
How can I directly contact Loren Morris?
To contact Loren Morris directly, you can use the email address ***********@northwesternmutual.com. Complete contact information is available upon registration with Muraena.
Who is Loren Morris?
Loren Morris is an accomplished Vice President with over two decades of experience in the financial services industry, specializing in advisor practices and alternative investments. Currently leading a team at Northwestern Mutual, Loren is dedicated to enhancing the growth and effectiveness of financial advisors through innovative strategies and comprehensive support. With a strong background in asset management and investment banking, Loren has successfully navigated various leadership roles across multiple prestigious firms, including Cetera Financial and Merrill Lynch. An advocate for bridging the gap between client needs and financial offerings, Loren is committed to promoting financial security and confidence among clients. His educational credentials include an MBA from The Tuck School of Business at Dartmouth and a BA from Yale University. Outside of work, Loren is passionate about mentoring emerging leaders in the financial sector and exploring the intersection of finance and technology.
Loren`s contact details
***********@northwesternmutual.com
************@nm.com
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