Kent Morris, MBA, CTP

Kent Morris is a financial professional with extensive experience in both private and public sector treasury operations. In addition to his MBA & CTP, Kent has successfully passed the first two levels of the Chartered Financial Analyst (CFA) exam and is registered to sit for the final level 3 exam this May. He has a vast knowledge of the collection/disbursement system, electronic commerce, investment & debit strategies, cash flow analysis, ethics, banking relationships, and credit analysis.

Kent is the Investment Officer for the City of San Diego and before that worked for UBS Painewebber Investments Group. He has his MBA from San Diego State and has taught the Chapman University CTP review course since its inception in Spring 2004. He is an active member of the National Association of Financial Professional and its local San Diego Chapter.