AeroLeads people directory · profile
James Morgan Email & Phone Number
Strategic Account Executive
at
Optro
1 work email found
@auditboard.com
4 phones found area 562, 858, and 866
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Strategic Account Executive
Location
Los Angeles Metropolitan Area, United States, United States
Who is James Morgan? Overview
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Quick answer
James Morgan is listed as Strategic Account Executive at Optro, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at auditboard.com, phone signal with area code 562, 858, 866, and a matched LinkedIn profile for James Morgan.
James Morgan previously worked as Enterpise Account Executive at Auditboard and Senior Account Executive at Jw Player. James Morgan holds B.A. Economics, Minors In Accounting And Environmental Studies from Uc San Diego.
Company email context
Email format at Optro
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{first_initial}{last}@auditboard.com
86% confidence
AeroLeads found 1 current-domain work email signal for James Morgan. Compare company email patterns before reaching out.
Profile bio
About James Morgan
AuditBoard is an enterprise cloud-based solution designed to automate risk, audit and compliance activities and connect risk across the organization. One key difference that separates AuditBoard from our peers is that we were founded by former chief audit executives and former practitioners who have a deep understanding of the audit, risk, and compliance functions. As a result, we offer solutions that are designed by practitioners and purpose-built from the ground up. All areas of our company including development, client success, and sales are comprised of former auditors and subject matter experts.Today, we have thousands of companies on our platform daily including pre-IPO companies like TrueCar and TradeDesk to Fortune 100 companies including Intel, Intuit, and Lennar Homes. What these companies have in common is that they selected AuditBoard after exhaustive evaluation processes and extensive hands-on product testing.Please connect with me or email jmorgan@auditboard.com to learn more.
Listed skills include Series 7, Entrepreneurship, Networking, Microsoft Excel, and 31 others.
Current workplace
James Morgan's current company
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9 roles · 16 years
James Morgan work experience
A career timeline built from the work history available for this profile.
Enterpise Account Executive
CurrentBefore there was AuditBoard, our founders were CAEs of Fortune 500 companies. Like most auditors, they managed internal controls and compliance manually, through a mind-boggling network of thousands of spreadsheets and shared folders. The existing software solutions only provided marginal fixes to internal controls management, or were over-engineered with.
May 2022 - Present
Senior Account Executive
We pioneered video on the web over a decade ago and continue to innovate as the world’s largest network-independent platform for video delivery and intelligence.—2021: grew book of business 30% YoY (NACV)2020: 101% to quota (first fully ramped year)
Jul 2019 - May 2022
Team Lead Business Development
AuditBoard is a SaaS technology company revolutionizing enterprise audit and compliance software. With AuditBoard, enterprises can collaborate, manage, analyze and report on critical internal controls data in real time. We offer a full suite of easy-to-use audit management and compliance solutions for SOX, controls management, operational audits, ERM and.
2017 - Jul 2019
Co-Owner
Drip Drop Irrigation And Landscaping
- Led all business development- Generated leads through outbound efforts such as high-volume cold calling, email, social media, and Houzz to create 15+ meetings per month- Built outbound pipeline to $250,000 in the fiscal year 2017- Inbound generated leads resulted in $20,000+ closed contract work over two month period- Active account management within.
2016 - 2017
~1 yr
Sales Business Development
Fuisz Video
- Worked collaboratively with account executives to identify leads, build pipeline, and manage accounts - Created strong relationships with media buyers from Fortune 500 companies including Activision and Ford Motors- Created marketing and sales materials for account executives to aid them in pitch decks helping ultimately close brands such as Calvin.
2015 - 2016
~1 yr
Registered Client Associate
FINRA Series 7 & 63 certified- Managed client relationships alongside premier financial advisor overseeing $100MM in assets under management- Executed monthly analyses of portfolios and rebalancing of portfolios that produced 34% annual return year over year from 2013 to 2014 which resulted in excess of $2,000,000 of portfolio gains- Analyzed potential.
2013 - 2015
~2 yrs
Co-Founder
Oct 2013 - Jul 2014
Associate Broker
FINRA Series 7, 63, 11 Certified- Maintained and serviced $60MM in assets under administration- Averaged $5,000+ in commissions from promoting new investment strategies and recommendations- Placed $2,000,000 in private placement offering of Kaminak Gold (KAM.ca) acquired by Goldcorp Inc. in 2016 (NYSE: GG)- Strong knowledge of compliance rules from FINRA.
2010 - 2012
~2 yrs
2 education records
James Morgan education
B.A. Economics, Minors In Accounting And Environmental Studies
Uc San Diego
Professional Certificate, Business Analysis
Uc San Diego Extended Studies
FAQ
Frequently asked questions about James Morgan
Quick answers generated from the profile data available on this page.
What company does James Morgan work for?
James Morgan works for Optro.
What is James Morgan's role at Optro?
James Morgan is listed as Strategic Account Executive at Optro.
What is James Morgan's email address?
AeroLeads has found 1 work email signal at @auditboard.com for James Morgan at Optro.
What is James Morgan's phone number?
AeroLeads has found 4 phone signal(s) with area code 562, 858, 866 for James Morgan at Optro.
Where is James Morgan based?
James Morgan is based in Los Angeles Metropolitan Area, United States, United States while working with Optro.
What companies has James Morgan worked for?
James Morgan has worked for Optro, Auditboard, Jw Player, Drip Drop Irrigation And Landscaping, and Fuisz Video.
How can I contact James Morgan?
You can use AeroLeads to view verified contact signals for James Morgan at Optro, including work email, phone, and LinkedIn data when available.
What schools did James Morgan attend?
James Morgan holds B.A. Economics, Minors In Accounting And Environmental Studies from Uc San Diego.
What skills is James Morgan known for?
James Morgan is listed with skills including Series 7, Entrepreneurship, Networking, Microsoft Excel, Sales, Powerpoint, Microsoft Word, and Series 63.
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