Gary S. Morrow
San Luis Obispo,CA
Summary
Results-oriented financial professional knowledgeable about diverse investment strategies. Hardworking, forward-thinking and able to communicate easily with clients. Focused on building long-lasting relationships to drive business success.
Overview
40
40
years of professional experience
1
1
Certification
Work History
Investment Adviser Representative
Life Pro Asset Management
03.2019 - Current
Registered Investment Adviser
Yosemite Asset Mgmt.
03.2002 - 03.2019
Columnist/Analyst
Thestreet.com
03.2001 - 09.2017
Independent Floor Trader/CME
Self
11.1983 - 06.1996
Education
Bachelor of Arts - Economics
Ripon College
Ripon, WI06.1983
Skills
- Customer Service-Oriented
- Investment Research
- Portfolio Management
- Asset Allocation
- Technical Analysis
- Client Engagement
Certification
Series 65(Uniform Investment Adviser Law Exam)
Timeline
Investment Adviser Representative
Life Pro Asset Management
03.2019 - Current
Registered Investment Adviser
Yosemite Asset Mgmt.
03.2002 - 03.2019
Columnist/Analyst
Thestreet.com
03.2001 - 09.2017
Independent Floor Trader/CME
Self
11.1983 - 06.1996
Bachelor of Arts - Economics
Ripon College
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