Manager Life Insurance
Resume:
Kevin "Todd" Morgan
Studio City, CA 91604
I have spent many years in Investment Management designing and trading and
managing portfolios ranging from the very basic all the way to some of the
most cutting-edge, mathematically intensive and sophisticated in the world.
And I doing so I've had a great successes and some spectacular failures.
But I have learned from both and consider myself grateful to have had the
opportunity of those experiences.
However, during the past few years I have had this undeniable urge to turn
around and give back. In my recollections I began to see past those trading
desks and the ever present P&L statements to the families and the lives
that those flickering numbers on the screen meant. Now I have this
overwhelming desire to share my accumulated experiences with those whom
would benefit from them the most, the ordinary working families of this
country. So I began the process to study and sit for the exam to get my
Certified Financial Planner (CFP) designation. Currently my greatest
professional desire is to help individual families escape the "American
Retirement Crisis." I am sincerely, well and truly "a man on a mission."
Longevity risk grows exponentially each and every day for the next 15
years. It would be a great honor to represent you in the fight against
this Crisis by ensuring we help as many individual future's as we can.
Skill Summary: Cash Value LIfe Insurance as an Investment Permanent Life,
Index UL, Annuities Disability & LTCi CalSTRS & CalPERS expert 403b-
457 Asset Management Lifetime Retirement Income Planning Social Social
Security Maximization Strategies Extensive Stock, Option, Convertible
Securities Enhanced Indexing Modern Portfolio Theory Strategic Asset
Allocation CFP study
Experience:
The R.A. Lotter Group,
Newport Beach, CA June 2013 - Present
Retirement Income Specialist Life Insurance/Annuity sales and planning in
the specialized 403b-457 CalSTRS & PERS market
Tax-Free Retirement LLC
Studio City CA February 2013 to Present
Lifetime Retirement Income & Wealth Consultant
Income Portfolio Design, Life Insurance/Annuity Consultant
www.TaxFreeStressFree.com(placeholder now)
Tahoe Capital Markets Inc.
Incline Village, NV 89450 April - 2003 to Jan 2013
Portfolio Manager Statistical & Relative Value Arbitrage.
Raised and organized and managed client funds. Domestic & Foreign Share
Markets, Fixed Income, Convertibles Bond Arbitrage, Relative Value
Arbitrage, Energy Oil & Gas, Foreign Exchange, Structured Products. The
price differentials between correlated but sometime dissimilar assets.
Attempt to generate pure, portable Alpha. Asset Allocation, Strategic
Rebalancing, Manager Evaluation, Clean-U4
StoneHedge Partners LTD
Chicago, IL 60604 June- 2001 to 9-2003
Option Trader/ Index Arbitrage
Summary: A Joint- Back office trading operation Chicago Board Options
Exchange, Chicago, Il, O'Connor was the JBO partner. Sales Member/ Trader.
Floor Trading Operations. Traded predominately spreads & E-mini's S&P 500
against the actual or arbitraged against the big S&P 500 contract.
Dispersion Trading Book, Arbitrage the early day of the ETF's, Excel Master
VBA 5.0
Cornerstone/ Andover Trading Co.
Los Angeles, CA 90024 May - 1998 to June 2001
Equity & Option Trading
Summary: Stock & Option Trade Desk - Early days of Exchange Traded Funds
arbitraged against the actual to capture inefficiencies in pricing.
Volatility Trading, Gamma Scalping. Option strategies, Butterflies,
Condors, Double Diagonals, Time, Vertical Spreads
Education
The American College of Financial Services
Bryn Mawr, PA 19010 Feb 2013 to November 2014 most likely
CFP/ChFC (Online - Self Study within certain time constraints.
Requisites course required to sit for the CFP exam. Then a Chartered
Financial Consultant( ChFC) designation can be awarded after the completion
of three additional electives.
Financial Planning Processes
Insurance
Investments
Taxation
Estate Planning
Retirement Planning
Employee Benefits
Capstone: Case Study Analysis & Plan
University of Southern California
Los Angeles, CA University Park August 1996 - May 1999
Marshal School of Business, Dept. of Finance
Finance & Business Economics( FBE)
Special Study Projects:
Market Microstructure of Trading Markets
Econometric Models of Foreign Exchange
Multivariate Statistical Models
Military Service
United States Marine Corps & Reserve 1983-1987
3rd Amphibious Assault
Camp Pendleton CA
Personal:
Squeaky Clean Background, High FICO, Clean U-4, No Legal
FINRA 3.6.7.55.63 inactive
Cal DOI Life, Health & Accident License active
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