Jonathan Morris, Cfa
About Jonathan Morris, Cfa
Jonathan Morris is a Sales and Marketing Specialist with a background in finance. He studied at The George Washington University and has held positions at Morgan Stanley Smith Barney and Apollo Global Management Inc.
Work at Apollo
Jonathan Morris serves as a Sales and Marketing Specialist at Apollo Global Management Inc. He has held this position since 2021. His role involves developing and implementing sales strategies to enhance the company's market presence and client engagement in the financial sector.
Previous Experience at Morgan Stanley Smith Barney
Prior to his current role, Jonathan Morris worked at Morgan Stanley Smith Barney as a Vice President from 2004 to 2008. During his tenure in New York, NY, he focused on client relationship management and financial advisory services, contributing to the firm's operational success.
Education and Expertise
Jonathan Morris studied at The George Washington University - School of Business, where he earned a Bachelor of Business Administration (BBA) with a concentration in Finance. He completed his degree from 1996 to 2000, gaining foundational knowledge in financial principles and practices.
Professional Qualifications
Jonathan Morris holds the Chartered Financial Analyst (CFA) designation, which signifies his expertise in investment analysis and portfolio management. This qualification enhances his proficiency in financial markets and investment strategies.