AeroLeads people directory · profile
Caroline Morgan Email & Phone Number
Director of Investment Strategy
at
Harrell Investment Partners
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Director of Investment Strategy
Location
Austin, Texas, United States
Who is Caroline Morgan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Caroline Morgan is listed as Director of Investment Strategy at Harrell Investment Partners, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Caroline Morgan.
Caroline Morgan previously worked as Director of Investment Operations at Harrell Investment Partners and Analyst - Corporate Finance and Treasury at Petros Pace Finance. Caroline Morgan holds Bachelor Of Business Administration - Bba, Corporate Finance from Texas Mccombs School Of Business.
Company email context
Email format at Harrell Investment Partners
This section adds company-level context without repeating Caroline Morgan's masked contact details.
Harrell Investment Partners
Review company-level records connected to Caroline Morgan before choosing the right outreach path.
Profile bio
About Caroline Morgan
Harrell Investment Partners, LLC (“HIP”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. HIP provides investment advisory and related services for clients nationally. HIP will maintain all applicable registration and licenses as required by the various states in which HIP conducts business, as applicable. HIP renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. For additional information, please visit our website at: https://harrellpartners.com/
Listed skills include Financial Modeling, Data Analysis, Data Modeling, Powerpoint Development, and 8 others.
Current workplace
Caroline Morgan's current company
Company context helps verify the profile and gives searchers a useful next step.
Harrell Investment Partners
Website
AeroLeads page
6 roles
Caroline Morgan work experience
A career timeline built from the work history available for this profile.
Director Of Investment Operations
Analyst - Corporate Finance And Treasury
Jan 2023 - May 2023
Operations Analyst
• Assisted COO and CEO in financial analysis and data analysis of deal volume on a monthly/quarterly/yearly basis• Created and audited Salesforce reports daily to ensure integrity of database of 10,000 deals for reporting purposes. Provided monthly reports on business functions: days to close, deal statistics since inception, energy statistics from closed deals, etc.• Prepared data and provided analysis for quarterly Board of Directors meeting• Coordinated company marketing efforts with external firm, including LinkedIn posts, press releases, blog posts, and website updates
Oct 2020 - May 2023
Business Intelligence Intern
• Conducted analysis on sales functions for completing series of projects focused on sales productivity and effectiveness using SQL. • Created Tableau reports for marketing use that summarized agent’s daily closed sales. • Presented findings and recommendations in PowerPoints to management. Assignments included the following: 1. Saturday Calling Project - Assessed the effectiveness of a Saturday sales calling program, including sales conversions (close rate) and a cost benefit analysis. Presented findings to senior management and recommended that program be continued. 2. Commission Analysis Project - Used Pivot tables to track monthly sales goal attainment by agent’s tenure, created reports, and presented Powerpoint to senior analysts and head of operations.
Jun 2019 - Aug 2019
Summer Finance Job Shadow
• Created a financial model (including projected income statement, balance sheet, and cash flow statement with drivers) based on public company filings• Researched industry trends, drivers, and market potential for each of the targets operating segments• Conducted historical review of 10-K and 10-Q filings to construct acquisition history of target company
May 2018 - Sep 2018
Team & coworkers
Colleagues at Harrell Investment Partners
Other employees you can reach at harrellpartners.com. View company contacts →
AB
Anna Bodine, Cfp®
Colleague at Harrell Investment PartnersAustin, Texas, United States
View →
BH
Bob Harrell
Colleague at Harrell Investment PartnersAustin, Texas Metropolitan Area, United States
View →
JP
Jane Parks
Colleague at Harrell Investment PartnersAustin, Texas, United States
View →
NS
Natalie Sanchez
Colleague at Harrell Investment PartnersAustin, Texas, United States
View →
Anna Bodine, Cfp®
Colleague at Harrell Investment PartnersAustin, Texas, United States
View →
BH
Bob Harrell
Colleague at Harrell Investment PartnersAustin, Texas Metropolitan Area, United States
View →
JP
Jane Parks
Colleague at Harrell Investment PartnersAustin, Texas, United States
View →
NS
Natalie Sanchez
Colleague at Harrell Investment PartnersAustin, Texas, United States
View →
1 education record
Caroline Morgan education
-
Texas Mccombs School Of Business
FAQ
Frequently asked questions about Caroline Morgan
Quick answers generated from the profile data available on this page.
What company does Caroline Morgan work for?
Caroline Morgan works for Harrell Investment Partners.
What is Caroline Morgan's role at Harrell Investment Partners?
Caroline Morgan is listed as Director of Investment Strategy at Harrell Investment Partners.
Where is Caroline Morgan based?
Caroline Morgan is based in Austin, Texas, United States while working with Harrell Investment Partners.
What companies has Caroline Morgan worked for?
Caroline Morgan has worked for Harrell Investment Partners, Petros Pace Finance, Gomedigap, and Rbc Capital Markets.
Who are Caroline Morgan's colleagues at Harrell Investment Partners?
Caroline Morgan's colleagues at Harrell Investment Partners include Anna Bodine, Cfp®, Bob Harrell, Jane Parks, and Natalie Sanchez.
How can I contact Caroline Morgan?
You can use AeroLeads to view verified contact signals for Caroline Morgan at Harrell Investment Partners, including work email, phone, and LinkedIn data when available.
What schools did Caroline Morgan attend?
Caroline Morgan holds Bachelor Of Business Administration - Bba, Corporate Finance from Texas Mccombs School Of Business.
What skills is Caroline Morgan known for?
Caroline Morgan is listed with skills including Financial Modeling, Data Analysis, Data Modeling, Powerpoint Development, Spreadsheets, Social Media, Microsoft Excel, and Sql.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial