2025 -
now Group Senior Manager - Product and Innovation @
2022 -
2025 Strategy Director @
2021 -
2022 Strategy and Consulting @
2018 -
2021 Managing Strategy Consultant and Head of Strategic FinTech Partnerships @
2017 -
2018 Strategy Manager @
2014 -
2017 CEO @ Bulldog Advisors LLC
2013 -
2013 Senior Financial Analyst Intern @
Stephen Morse Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA) (Finance, Economics)
Yale University
Bachelor of Arts (B.A.) (Economics)
Stephen Morse Skills
Financial Modeling
Valuation
Investments
Bloomberg
Financial Analysis
Fixed Income
Data Analysis
Microsoft Excel
PowerPoint
Microsoft Office
Research
Business Strategy
Equities
Economics
Strategy
Finance
Portfolio Management
Business Planning
Corporate Finance
Equity Research
Management
Leadership
Public Speaking
Strategic Planning
Consulting
Project Management
Mutual Funds
Capital Markets
Risk Management
Management Consulting
Trading
Microsoft Word
Excel Models
Team Leadership
Teamwork
Team Building
Team Management
Cross-functional Team Leadership
Business Analysis
Analytical Skills
Business Development
Executive Management
Asset Management
Derivatives
Equity Derivatives
Financial Services
Analytics
Program Management
Program Development
Business Process Improvement
Sales
Concentrations
Cost
Investment Research
Structure
Roth IRA
Executive Positions
Business Administration
Adoption
Content Strategy
Cross Functional Team Leadership
Scholarships
Assessment
Data Conversion
Human Capital
Consumer Products
Marketing Support
North America
Technology Solutions
Metrics
RIA
Composed
Football
Cash Flow Analysis
Accounting
Qualifying Prospects
Epidemiology
Volunteering
Ultimate
Consumption
Production Planning
Policy
Analysis
Campaigns
Print
Debt
Managerial Finance
Market Updates
Schedules
Modeling
Client Services
Operations
Summaries
Statutes
Quantitative Analytics
Dashboard
Yield
Websites
User Interface
Regulations
Business Units
Art
Obtain
Efficiencies
Investment Performance
Graphics
Tax
Co Marketing
Margin Improvement
Wealth Management
Compliance
Investment Strategies
Borrowing
Interviews
Onboarding
Product Offerings
Meetings
Big Brother
Apache Ivy
Stephen Morse Summary
Stephen Morse, based in New York, NY, US, is currently a Group Senior Manager - Product and Innovation at CRC Group. Stephen Morse brings experience from previous roles at Moody's Analytics, Accenture, Capco and PNC. Stephen Morse holds a Master of Business Administration (MBA) in Finance, Economics @ Carnegie Mellon University - Tepper School of Business. With a robust skill set that includes Financial Modeling, Valuation, Investments, Bloomberg, Financial Analysis and more. Stephen Morse has 3 emails and 1 mobile phone numbers on RocketReach.
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