Rick Morgan

Rick Morgan, CPA has a strong and extensive work experience in the field of finance and accounting. Rick started their career at Dixon Odom, PLLC (now Dixon Hughes Goodman, LLP) as a Manager and worked there from December 1992 to May 1999. During this time, they gained valuable experience in managing financial operations.

In 1999, Rick joined Trone where they held various positions and demonstrated their expertise in financial management and strategic planning. Rick started as a Controller, where they established and managed the financial infrastructure for the organization, ensuring scalability as the agency grew. Rick also reviewed and approved capital investments.

Rick was promoted to EVP/Chief Financial Officer in January 2002, where they conducted financial analysis, developed tax strategies, and collaborated with department heads and subsidiary Presidents to design business plans. Their role involved optimizing operations and protecting assets.

In January 2011, Rick became a Partner/Chief Financial Officer at Trone, where they played a vital role in steering strategic and fiscal planning to expand the company's footprint, capture market share, and attract talent. Rick was responsible for achieving profit optimization and efficiency through financial modeling, continuous process improvement, and project management. Additionally, they recruited and mentored top performers to strengthen the organization at all levels.

Overall, Rick Morgan, CPA has a diverse background in finance and accounting, demonstrating their strong leadership skills and ability to drive financial growth and success in organizations.

Rick Morgan, CPA holds a Bachelor's Degree in Business Administration with a focus on Accounting from Auburn University. Rick is also a Certified Public Accountant, certified in the state of North Carolina. Further details about the year of obtaining their CPA certification are not provided.