Morgan is responsible for insuring a high quality work product is delivered to our clients by providing support to the Investment Team as well as the Client Service Teams. She works with the teams to ensure all compliance requirements are being met and is responsible for identifying potential areas of compliance vulnerability and risk, and works to develop corrective actions for resolution of those issues. She assists the teams in a number of other operational areas. Prior to joining Green Square, she worked as Operations manager within the Portfolio Reporting department of Raymond James Financial. Morgan received a Bachelor of Business in Finance, with an emphasis in investment banking, from the University of Memphis and holds a Series 99 license.
She serves as VP Finance on the board of advisors for the Memphis chapter of Alpha Gamma Delta.
Email Morgan Sanders