Director of Client Services
Morgan brings a decade of client management experience within the finance industry; working for companies such as JP Morgan, Morgan Stanley, and Bridgewater Associates. Morgan is a true champion of the client, and has driven significant product expansion and improvements on their behalf. He leads all new community launches, as well as customer and user support. He holds a BS in Finance and MBA, both from Bentley University. Morgan is an avid boater, loves to travel, play sports, and spend time with his family, preferably while on the beach!