Caroline Morgan

Caroline Morgan has a diverse work experience. Caroline started their career at Harrell Investment Partners in 2023 as the Director of Investment Operations. Prior to that, they worked at Petros PACE Finance from 2020 to 2023, where they held multiple roles including Analyst in Corporate Finance and Treasury, and Operations Analyst. In these roles, they were responsible for financial analysis, data analysis, Salesforce reporting, and coordination of marketing efforts. In 2019, Caroline interned at GoMedigap as a Business Intelligence Intern, where they conducted analysis on sales functions and created reports for marketing use. Caroline also worked as a Summer Finance Job Shadow at RBC Capital Markets in 2018. Additionally, they have experience as a Marketing Intern at Magpies Children's Shoppe and as an Assistant to a Social Media Consultant at Linda Reeve Marketing in 2017.

Caroline Morgan pursued their education at the Texas McCombs School of Business from 2016 to 2020. During this period, they completed their Bachelor of Business Administration (BBA) degree, specializing in Corporate Finance.