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Chris Morgan Location
New York, NY, US
Chris Morgan Work
Principal @ (March 2025 - Present)
Senior Director @ (June 2019 - March 2025)
Founder @ (December 2018 - Present)
Global Head Of Customer Success @ (October 2017 - December 2018)
Principal @ Orange Consulting Services LLC (January 2017 - October 2017)
Head of Client Services @ (March 2016 - December 2016)
Director, Strategic Accounts @ (September 2014 - March 2016)
Senior Manager @ (February 2011 - September 2014)
Trustee @ Lambertville Area Education Foundation (January 2007 - June 2012)
Trustee @ (November 2006 - October 2011)
CEO and Founder @ (September 1998 - February 2011)
Senior Support Analyst @ (November 1997 - September 1998)
Investment Accountant @ (July 1996 - November 1997)
Intern @ (June 1995 - August 1995)
Chris Morgan Education
Birthing of Giants/Entrepreneurial Masters Program 2006-2008
Lehigh University
B.A.
1992-1996
West Windsor-Plainsboro High School South
Diploma
1987-1992
Chris Morgan Skills
User Stories
Written Communication
Presentations
Business Insights
Communication
Financial Services
Business Analysis
Investments
Portfolio Management
Strategy
Accounting
Business Intelligence
Risk Management
Securities
Trading
Finance
Insurance
Fixed Income
Consulting
Financial Reporting
Strategic Planning
Investment Management
Business Process Improvement
Budgeting
Financial Markets
Business Development
Wealth Management
Alternative Investments
Capital Markets
Customer Relationship Management (CRM)
Business Transformation
Program Management
Project Management
Vendor Management
Change Management
Asset Management
Equities
Management Consulting
Mutual Funds
Business Strategy
Hedge Funds
Derivatives
Bloomberg
Enterprise Software
Management
Leadership
Executive Management
Team Leadership
Training
Employee Training
Client Services
Market Data
Portia
Key Client Relationships
Microsoft Excel
Data Analysis
Product Development
Customer Relationship Management Crm
Customer Relationship Management
Chris Morgan Summary
Chris Morgan, based in New York, NY, US, is currently a Principal at Cutter Associates. Chris Morgan brings experience from previous roles at Cutter Associates, Mt. Airy Technologies, Inc., Duco and Orange Consulting Services LLC. Chris Morgan holds a 2006 - 2008 Birthing of Giants/Entrepreneurial Masters Program. With a robust skill set that includes User Stories, Written Communication, Presentations, Business Insights, Communication and more. Chris Morgan has 3 emails and 1 mobile phone numbers on RocketReach.
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