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Morey Carlson Cpa

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Morey Carlson Cpa

Chief Accounting Officer | SoFi

Salt Lake City, Utah, United States

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Morey Carlson Cpa

Summary

Morey Carlson is an accomplished Chief Accounting Officer at SoFi, where he leads a diverse team responsible for financial governance and reporting. With a robust background in accounting and finance, Morey has held pivotal roles in major financial institutions, including American Express and Mosaic, focusing on compliance and financial transformation. His extensive experience spans over a decade in various leadership positions, showcasing his expertise in managing complex financial operations. Morey's academic credentials include an MBA in Accounting and Finance from Indiana University and a BA in Accounting from the University of Utah. As a CPA, he is committed to advancing the accounting profession and is actively involved in professional organizations. His career reflects a strong dedication to financial integrity and innovation in the fintech space, positioning him as a key player in the industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Morey Carlson Cpa

Work Experience

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Chief Accounting Officer at

SoFi

August 2022 - Present

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Chief Accountant and Controller at

Mosaic (joinmosaic.com)

May 2021 - August 2022

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Controller - Asset-backed Securitization at

American Express

February 2018 - May 2021

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Controllership Lead - American Express National Bank Merger at

American Express

December 2016 - May 2018

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HQ Controller - American Express Banking Corp. at

American Express

July 2015 - August 2017

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Director - U.S. Banking Controllership at

American Express

July 2015 - December 2016

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Director - Basel III Controller at

American Express

December 2012 - July 2015

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Manager - U.S. Banking Controllership at

American Express

November 2010 - December 2012

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Regulatory Reporting at

Goldman Sachs

November 2009 - November 2010

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Assurance and Business Advisory at

EY

July 2006 - November 2009

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Intern - Assurance and Advisory Business Services at

EY

June 2005 - August 2005

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Intern - Global Research at

EY

April 2005 - June 2005

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Morey Carlson Cpa

Education

Kelley School of Business, Masters Of Business Administration

The University of Utah, Bachelor Of Arts (B.A.)

Frequently Asked Questions about Morey Carlson Cpa

What is Morey Carlson Cpa email address?

Morey Carlson Cpa's primary email address is ********@sofi.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Morey Carlson Cpa work for?

Morey Carlson Cpa is a Chief Accounting Officer at SoFi, a company specializing in Mortgage bankers & correspondents.

Where Morey Carlson Cpa graduated from?

Morey Carlson Cpa holds a degree in Accounting And Finance from Kelley School of Business.

How can I directly contact Morey Carlson Cpa?

To contact Morey Carlson Cpa directly, you can use the email address ********@sofi.com. Complete contact information is available upon registration with Muraena.

Who is Morey Carlson Cpa?

Morey Carlson is an accomplished Chief Accounting Officer at SoFi, where he leads a diverse team responsible for financial governance and reporting. With a robust background in accounting and finance, Morey has held pivotal roles in major financial institutions, including American Express and Mosaic, focusing on compliance and financial transformation. His extensive experience spans over a decade in various leadership positions, showcasing his expertise in managing complex financial operations. Morey's academic credentials include an MBA in Accounting and Finance from Indiana University and a BA in Accounting from the University of Utah. As a CPA, he is committed to advancing the accounting profession and is actively involved in professional organizations. His career reflects a strong dedication to financial integrity and innovation in the fintech space, positioning him as a key player in the industry.

Morey`s contact details

mail

********@sofi.com

*************@joinmosaic.com

Colleagues

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Gbemisola Oduntan

Chief Executive Officer

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Bill Heye

Vice-President Technology, Lending

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Lauren Von Dehsen

VP, Head of Research & Design

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Nezha Bennouna-Nickerson

Senior Director, Cyber Security

Katie Wells

Executive Vice President, Group Business Unit Lead

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Todd Azbill

Decision Systems Technical Lead

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Christina Qiu

Chief of Staff & Head of Marketing Business Operations

Amanda Dougherty

Finance Business Operations | Chief of Staff

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