James Morrison
Managing Director at Truist Securities | Atlanta, Georgia, United States
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James Morrison currently serves as a Managing Director at Truist Securities, where he leverages his extensive expertise in Debt Capital Markets Origination and Financial Risk Management to drive strategic initiatives and deliver tailored financial solutions for clients. Following the merger of SunTrust and BB&T, James has continued to build on his robust foundation in Fixed Income Credit Analysis, Trading, and Sales, positioning himself as a key player in the evolving landscape of investment banking.
In his role, James is instrumental in leading key projects that involve structuring and executing complex debt transactions, ensuring that clients navigate the intricacies of capital markets effectively. His proficiency in financial modeling and deep understanding of fixed income instruments enable him to provide insightful analysis and recommendations that align with clients’ financial objectives. As a holder of multiple securities licenses, including Series 24, Series 63, Series 79, and Series 7, he is well-equipped to manage diverse investment strategies and regulatory requirements.
James's commitment to excellence is further underscored by his CFA designation, which reflects his dedication to maintaining the highest standards of professionalism and ethical practice in the financial services industry. His adept use of Bloomberg and other financial tools enhances his ability to analyze market trends and inform investment decisions, making him a valuable asset to both his team and clients. With a keen focus on asset management and equities, James Morrison continues to drive impactful results at Truist Securities, fostering long-term relationships and contributing to the firm’s growth in a competitive market.
Managing Director at Truist Securities in August 2020 to Present
Managing Director at SunTrust Robinson Humphrey in February 2009 to August 2020
Director at Barclays Capital in August 2006 to February 2009
Various at Bank of America in June 1995 to August 2006
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Series 24
Series 63
Series 79
Series 17
SIE
Financial Analysis
Capital Markets
Fixed Income
Investment Banking
Series 7
Financial Modeling
Portfolio Management
Hedge Funds
Valuation
Derivatives
Bloomberg
Asset Managment
Equities
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Discover more about Truist SecuritiesWhat is James Morrison email address?
Email James Morrison at [email protected]. This email is the most updated James Morrison email found in 2026.
How to contact James Morrison?
To contact James Morrison send an email to [email protected]. (updated on October 31, 2024)
What company does James Morrison work for?
James Morrison works for Truist Securities
What is James Morrison's role at Truist Securities?
James Morrison is Managing Director
What is James Morrison's Phone Number?
James Morrison's phone (404) ***-*112
What industry does James Morrison work in?
James Morrison works in the Financial Services industry.
James Morrison Email Addresses
James Morrison Phone Numbers
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