Morgan Email & Phone Number
Chief Compliance Officer @ Joel Isaacson & Co., LLC
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Morgan Location
- New York, NY, US
Morgan Work
- 2025 -now Chief Compliance Officer @
- 2023 -now Manager of Investment Operations and Compliance @
- 2021 -now Chapter Executive Events Lead @
- 2021 -2023 Senior Operations Analyst @
- 2019 -2021 Operations Associate @
- 2018 -2018 CSA - Advisory Team @
- 2016 -2018 Personal Finance Advisor @ Thrive - Northeastern Center for Financial Independence
- 2017 -2017 Financial Services Co-op @
- 2016 -2016 Fixed Income Business Management Co-op @
- 2014 -2016 President - Northeastern University @
- 2015 -2015 Financial Controls and Compliance Co-op @
- 2014 -2014 Summer Intern @
Morgan Education
- Northeastern University
(Finance and Financial Management Services)
2013-2017 - The London School of Economics and Political Science (LSE)
Summer Program (International Relations & Economics)
2015-2015
Morgan Summary
- Morgan, based in New York, NY, US, is currently a Chief Compliance Officer at Joel Isaacson & Co., LLC. Morgan brings experience from previous roles at Joel Isaacson & Co., LLC and Ellevate Network, NYC Chapter. Morgan holds a 2013 - 2017 Northeastern University. Morgan has 2 emails and 1 mobile phone numbers on RocketReach.
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