Jim Morgan

As Chief Financial Officer, Jim leads CallRail’s accounting, talent, customer experience, IT, and business operations teams. Prior to CallRail, Jim held CFO positions at Stratix, Cardlytics, Liaison Technologies, and nuBridges and led these companies through rapid growth and organizational change. Jim began his career at the Walt Disney Company and was an Associate at Goldman Sachs before catching the bug for high-growth technology companies. Jim holds a BS in Industrial Engineering from Stanford University and an MBA from UCLA Anderson. He currently lives in Alpharetta with his wife and has two sons. Outside of work, Jim enjoys hiking, sports, and spending time outdoors with his family.