Geoffrey Morsman is an experienced finance professional currently serving as the Assistant Financial Controller at Impact Foundation since November 2023. Prior roles include Compliance Surveillance Analyst at Advisors Excel, Compliance Analyst at OneDigital, and Associate Financial Planner at Creative Planning. Morsman has a strong background in customer relationship management, having held positions as a Customer Relationship Consultant at U.S. Bank and a Personal Banker at both Commerce Bank and Country Club Bank. Early career experience includes a role as a Customer Service Representative at BMO Harris Bank. Morsman holds a Bachelor's degree in Business Administration and Management from The University of Kansas School of Business.
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