Jeff Morgan Email & Phone Number | Possess 22 years’ experience as an investment analyst with specialization in energy industry. Adept at equity research and analysis (buy side and sell side), analyzing financial statements and data, and delivering informative and influential presentations to senior leadership. Highly analytical and perceptive with outstanding skills in financial analysis, financial modeling, strategic planning, and supporting an environment of accountability and continuous quality improvement. Able to navigate rigorous and complex risk and compliance environment and criteria. Advanced skills in creating complex spreadsheets and databases to extract, maintain, track, and organize vital financial information. Well-versed in asset management, trend analysis, accounting, consultative guidance, portfolio optimization, and investment policy. Able to develop and maintain value-added and insightful relationships with key partners.

Jeff Morgan

Possess 22 years’ experience as an investment analyst with specialization in energy industry. Adept...
St Louis, Missouri, United States

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Jeff Morgan’s Location St Louis, Missouri, United States

Jeff Morgan’s Current Industry Rk Stratman

Jeff Morgan’s Prior Industry Tortoise | Advisory Research | Wells Fargo Securities | Ag Edwards And Sons | Chrysler

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Master Scheduler

2021-02-01 00:00:00 - Present

Director and Investment Analyst

2019-09-01 00:00:00 - 2020-09-01 00:00:00

Research Analyst

2012-09-01 00:00:00 - 2019-09-01 00:00:00

Associate Analyst-Master Limited Partnerships

2003-12-01 00:00:00 - 2012-08-01 00:00:00

Research Assistant/Associate Analyst- Oilfield Services

1998-04-01 00:00:00 - 2003-12-01 00:00:00

Production Supervisor

1995-03-01 00:00:00 - 1998-02-01 00:00:00

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Jeff Morgan is a Possess 22 years’ experience as an investment analyst with specialization in energy industry. Adept at equity research and analysis (buy side and sell side), analyzing financial statements and data, and delivering informative and influential presentations to senior leadership. Highly analytical and perceptive with outstanding skills in financial analysis, financial modeling, strategic planning, and supporting an environment of accountability and continuous quality improvement. Able to navigate rigorous and complex risk and compliance environment and criteria. Advanced skills in creating complex spreadsheets and databases to extract, maintain, track, and organize vital financial information. Well-versed in asset management, trend analysis, accounting, consultative guidance, portfolio optimization, and investment policy. Able to develop and maintain value-added and insightful relationships with key partners.

Jeff Morgan has prior
experience in the following industries:
Tortoise | Advisory Research | Wells Fargo Securities | Ag Edwards And Sons | Chrysler

Jeff Morgan has the following professional experience:
Rk Stratman | Tortoise | Advisory Research | Wells Fargo Securities | Ag Edwards And Sons | Chrysler