Erica Morgan

Erica Morgan, CPA, CIA has a diverse work experience spanning different roles and industries. Erica worked at MAI Capital Management, LLC from 2013 to present, starting as an Accountant and eventually becoming a Senior Financial Analyst. Currently, they hold the position of Director, Business Finance Manager. Prior to that, they were a Graduate Assistant at Wright State University, where they served as the primary contact to the Ohio Attorney General on delinquent accounts and performed various tasks related to student loan collections. In addition, they worked at Wright State University's Center for Interventions, Treatment and Addictions Research as a Confidential Materials Transcriptionist, responsible for transcribing audio recordings, data entry, and implementing a new filing system.

Erica Morgan, CPA, CIA holds a Master's degree in Accounting from Wright State University, which they obtained in 2013. Prior to that, they completed their Bachelor of Science (B.S.) degree in Accounting and Finance at the same university in 2012. Erica has also obtained the Certified Public Accountant (CPA) designation from The Ohio Society of CPAs in 2015 and the Certified Internal Auditor (CIA) certification from The Institute of Internal Auditors Inc. in 2022.