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Loren Morris

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Loren Morris

Vice President, Advisor Practices Strategy and Design | Northwestern Mutual

Milwaukee, Wisconsin, United States

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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.

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Technical Background

Leadership Experience

Long-Term Tenure

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Leadership Development

Innovation

Organisational experience

Corporate Experience

Loren Morris

Work Experience

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Vice President, Advisor Practices Strategy and Design at

Northwestern Mutual

October 2023 - Present

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Vice President Advisor Practices at

Northwestern Mutual

October 2020 - October 2023

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Chief Operating Officer, Traditional Channel at

Cetera Financial Group

September 2018 - March 2020

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Director, Strategic Development at

MarketCounsel Consulting

April 2015 - September 2018

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Director, Head of Advisor Services at

Cantor Fitzgerald

January 2013 - March 2015

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Director, RIA Services at

Dynasty Financial Partners

January 2011 - January 2012

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Strategic Business Development at

Charles Schwab Advisor Services

January 2008 - January 2011

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Principal at

Rcm Saratoga Capital

January 2003 - January 2007

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Director at

Renaissance Capital

January 2002 - January 2003

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Investment Banking, Global Financial Institutions Group at

Merrill Lynch/Wfc/L. Inc.

January 1999 - January 2001

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Commercial Underwriter at

Chubb

January 1991 - January 1997

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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

mail

***********@northwesternmutual.com

************@nm.com

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