Morgan Chase

Morgan Chase, MSF, currently serves as a Senior Client Onboarding Specialist Associate at JPMorgan Chase & Co., managing customized project plans for a significant portfolio of enterprise commercial bank clients. Previous experience includes roles such as Senior Customer Success Manager for Piñata Rent, successfully managing a B2B SaaS client portfolio with a 100% retention rate, and Customer Success Manager at Esusu, where Morgan oversaw the onboarding of high-value clients. Additional positions have included Client Analyst at Marquette Associates, Senior Success Analyst at Northern Trust Corporation, and Client Success Associate at Cortland Capital Market Services LLC, showcasing a strong track record in client management and project execution across various financial services organizations. Morgan holds a Master’s Degree in Finance from DePaul Driehaus College of Business and a Bachelor's Degree in Finance from Robert Morris University - Illinois.