Eric Morgan

Chief Strategy Officer at CREtelligent

Eric Morgan serves as CREtelligent’s Chief Strategy Officer. Eric is part of CREtelligent’s leadership team, primarily responsible for CREtelligent’s Mergers & Acquisition strategy and execution, including sourcing opportunities, negotiations, and due diligence for CREtelligent’s acquisitions. Eric is also in charge of third-party alliances and partnership opportunities. Before joining CREtelligent, Eric served as a Managing Director at Wells Fargo Securities, Merlin Securities, Susquehanna International Group, and Bank of America Securities. He has a broad background in finance, operations management, technology, and sales with institutional financial firms. Eric is a graduate of California State University, Sacramento, with a Bachelor’s in Business Administration.

Timeline

  • Chief Strategy Officer

    Current role

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