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Jim Morgan

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Jim Morgan

Chief Financial Officer | CallRail

Atlanta, Georgia, United States

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Jim Morgan

Summary

Jim Morgan is a highly accomplished Chief Financial Officer currently leading financial strategies at CallRail, a prominent AI-powered lead intelligence platform. With an extensive career spanning over two decades, he has a proven track record in driving financial growth and operational excellence across various industries, including performing arts and software. Jim's expertise encompasses a wide range of financial disciplines, including mergers and acquisitions, financial planning, and strategic partnerships. He has successfully navigated organizations through significant transitions and capital raises, illustrating his adeptness in both high-level strategy and hands-on management. Jim's educational background includes an MBA from UCLA Anderson and a BS in Industrial Engineering from Stanford, equipping him with a unique blend of analytical and strategic skills. Outside of work, he enjoys hiking and spending quality time outdoors with his family, which reflects his balanced approach to life and work.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Jim Morgan

Work Experience

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Chief Financial Officer at

CallRail

June 2019 - Present

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Chief Financial Officer at

Stratix Corporation

January 2017 - May 2019

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Chief Financial Officer at

Cardlytics

January 2013 - January 2016

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Chief Financial Officer at

Liaison Technologies

January 2011 - January 2013

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Chief Financial Officer (nuBridges) at

Nubridges, Inc.

January 2004 - January 2011

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Sr. Director, Finance & Administration at

Raptive

January 2000 - January 2004

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Associate, Fixed Income, Currencies, and Commodities at

Goldman Sachs

January 1999 - January 2000

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Sr. Financial Analyst at

The Walt Disney Company

January 1994 - January 1997

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Jim Morgan

Education

UCLA Anderson School of Management, Mba

January 1997 - January 1999

Stanford University, Bs

January 1989 - January 1994

Frequently Asked Questions about Jim Morgan

What is Jim Morgan email address?

Jim Morgan's primary email address is **********@callrail.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jim Morgan work for?

Jim Morgan is a Chief Financial Officer at CallRail, a company specializing in Prepackaged software.

Where Jim Morgan graduated from?

Jim Morgan holds a degree in Finance from UCLA Anderson School of Management.

How can I directly contact Jim Morgan?

To contact Jim Morgan directly, you can use the email address **********@callrail.com. Complete contact information is available upon registration with Muraena.

Who is Jim Morgan?

Jim Morgan is a highly accomplished Chief Financial Officer currently leading financial strategies at CallRail, a prominent AI-powered lead intelligence platform. With an extensive career spanning over two decades, he has a proven track record in driving financial growth and operational excellence across various industries, including performing arts and software. Jim's expertise encompasses a wide range of financial disciplines, including mergers and acquisitions, financial planning, and strategic partnerships. He has successfully navigated organizations through significant transitions and capital raises, illustrating his adeptness in both high-level strategy and hands-on management. Jim's educational background includes an MBA from UCLA Anderson and a BS in Industrial Engineering from Stanford, equipping him with a unique blend of analytical and strategic skills. Outside of work, he enjoys hiking and spending quality time outdoors with his family, which reflects his balanced approach to life and work.

Jim`s contact details

mail

**********@callrail.com

*******@cardlytics.com

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