Samantha Morrison

Samantha Morrison's work experience starts in 2012 as an Administrative Assistant at Waters & Kraus LLP. In this role, they were responsible for screening case materials, drafting letters and emails to attorneys, and handling financial information for the accounting department. Samantha also updated client profiles on a daily basis.

In 2016, Samantha joined Dimensional Fund Advisors as an Associate in Institutional Client Services. Samantha worked in this role until 2019 when they were promoted to Senior Associate in the Financial Institutions Group - Insurance. Samantha remained in this position until 2022 when they became the Regional Director and Manager in the Financial Institutions Group.

Samantha Morrison is currently an MBA candidate at the UCLA Anderson School of Management from 2021 to 2024. Samantha previously obtained a Bachelor of Business Administration (BBA) with a focus on Accounting and Finance from The University of Texas at Austin, which they completed between 2012 and 2016. Additionally, Samantha holds certifications including Series 24, Series 66, and Series 7 from FINRA, obtained in 2022, 2019, and 2019 respectively.