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 @ Joel Isaacson & Co., LLC
2023 - now Manager of Investment Operations and Compliance @ Joel Isaacson & Co., LLC
2021 - now Chapter Executive Events Lead @ Ellevate Network, NYC Chapter

2021 - 2023 Senior Operations Analyst @ Joel Isaacson & Co., LLC
2019 - 2021 Operations Associate @ Joel Isaacson & Co., LLC
2018 - 2018 CSA - Advisory Team @ Massey Quick Simon & Co., LLC
2016 - 2018 Personal Finance Advisor @ Thrive - Northeastern Center for Financial Independence
2017 - 2017 Financial Services Co-op @ Paul|McCoy Family Office Services
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2016 - 2016 Fixed Income Business Management Co-op @ Wellington Management
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2014 - 2016 President - Northeastern University @ Her Campus Media

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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 2 mobile phone numbers on RocketReach.

Morgan Emails

Found 2 emails

Morgan Phone Numbers

Found 6 phone numbers

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Morgan

Chief Compliance Officer at Joel Isaacson & Co., LLC

New York, NY, US
2
- joelisaacson.com
- gmail.com
5+
- +1 212-302-XXXX
- +1 212-302-XXXX
- +1 732-239-XXXX
- +1 617-933-XXXX
- +1 732-845-XXXX
- +1 732-668-XXXX

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