Morgan Email & Phone Number
Chief Compliance Officer @ Joel Isaacson & Co., LLC
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Morgan Location
- New York, NY, US
Morgan Work
- Chief Compliance Officer @ (January 2025 - Present)
- Manager of Investment Operations and Compliance @ (June 2023 - Present)
- Senior Operations Analyst @ (January 2021 - June 2023)
- Operations Associate @ (January 2019 - January 2021)
- Chapter Executive Events Lead @ (December 2021 - October 2025)
- CSA - Advisory Team @ (January 2018 - December 2018)
- Personal Finance Advisor @ Thrive - Northeastern Center for Financial Independence (August 2016 - January 2018)
- Financial Services Co-op @ (January 2017 - June 2017)
- Fixed Income Business Management Co-op @ (January 2016 - June 2016)
- President - Northeastern University @ (April 2014 - April 2016)
- Financial Controls and Compliance Co-op @ (January 2015 - June 2015)
- Summer Intern @ (June 2014 - August 2014)
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.
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