Unit
Morgan Goldstein has extensive experience in customer success and consulting, holding various roles at Unit from November 2021 to January 2025, including Director of Customer Success, Team Lead, and Customer Success Manager. Prior to Unit, Morgan worked at Bread in Customer Success and at Ernst & Young as a Senior Consultant in the Advisory - Performance Improvement practice, focusing on finance transformations and change management across various industries. Morgan also gained valuable experience as a Corporate Finance Intern at L'Oréal, developing profitability models, and as a Private Wealth Management Intern at Wells Fargo Advisors. Morgan holds a BBA from the University of Michigan's Stephen M. Ross School of Business, earned in May 2016.
This person is not in any teams
This person is not in any offices
Unit
3 followers
Unit helps tech companies build financial features into their products: accounts, cards, payments, lending & more.