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Morey Carlson Cpa
Morey Carlson Cpa
Chief Accounting Officer | SoFi
Salt Lake City, Utah, United States
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.
Morey Carlson Cpa
Work Experience
Chief Accounting Officer at
SoFi
August 2022 - Present
Chief Accountant and Controller at
Mosaic (joinmosaic.com)
May 2021 - August 2022
Controller - Asset-backed Securitization at
American Express
February 2018 - May 2021
Controllership Lead - American Express National Bank Merger at
American Express
December 2016 - May 2018
HQ Controller - American Express Banking Corp. at
American Express
July 2015 - August 2017
Director - U.S. Banking Controllership at
American Express
July 2015 - December 2016
Director - Basel III Controller at
American Express
December 2012 - July 2015
Manager - U.S. Banking Controllership at
American Express
November 2010 - December 2012
Regulatory Reporting at
Goldman Sachs
November 2009 - November 2010
Assurance and Business Advisory at
EY
July 2006 - November 2009
Intern - Assurance and Advisory Business Services at
EY
June 2005 - August 2005
Intern - Global Research at
EY
April 2005 - June 2005
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
********@sofi.com
*************@joinmosaic.com
Colleagues
Chief Executive Officer
Vice-President Technology, Lending
VP, Head of Research & Design
Senior Director, Cyber Security
Executive Vice President, Group Business Unit Lead
Decision Systems Technical Lead
Chief of Staff & Head of Marketing Business Operations
Finance Business Operations | Chief of Staff