Nicholas Morgan Email & Phone Number

Literate AI is a New York-based software startup and content consultancy that uses natural language processing and LLMs to help brands communicate effectively in the digital age.https://www.literateai.com/

Toronto, Ontario, Ca

- Managed a portfolio of 70+ mid-market corporate clients in Retail and Business Services in Toronto, Canada, offering strategic advisory on cash flow, business risk, employee loyalty, credit, and international growth.- Underwrote loans for Commercial Real Estate, M&A, Trade Credit, and Cash Flow.- Developed deep client relationships with both publicly listed companies and fast-growing start-ups, providing tailored solutions to meet their evolving needs.

Toronto, Ontario, Ca

- Supported the Heads of Client & Business Strategy and Sales to drive strategic objectives for RBC Wealth Management in the British Isles through a hybrid role in C&BS and Sales Enablement.- Led strategic initiatives to drive client profitability, including the digitisation of onboarding processes, implementation of a new CRM platform and the creation of a new Client Profitability Model and monthly MI reporting.- Chaired WMI’s Brexit strategy, saving £10mm in annuity revenues.- Advised the UK CEO, CFO, and COO on acquisition targets, culminating in the £1.6bn acquisition of Brewin Dolphin completed on September 27, 2022.

Toronto, Ontario, Ca

- Oversaw the closure of the SEC-registered investment platform RBC IM USA and assisted the Head of Sales & Relationship Management in the redevelopment of WMI’s client coverage model.- Project Manager for a review and restructuring of the Multi-Family Office Sales Segment within WMI and the Channel Islands-based fiduciary business, RBC Trust Company (International) Limited which helped to inform and later culminated in the sale of part of the business to JTC. - Collaborated closely with RBC Capital Markets (distribution) to launch and develop the WMI Opportunities Club with the goal of providing our highest value, most sophisticated wealth management clients access to all RBC-led deals globally at institutional prices.

Toronto, Ontario, Ca

- Member of a specialist London-based team dedicated to providing wealth management services and supporting a client base of US, Latin American and Caribbean entrepreneurs. - Responsible for the day to day investment and banking needs for a portfolio of over 50 ultra high-net-worth individuals and families, offering custody, multi-jurisdictional trusts and credit; including securities based lending and residential mortgages.

Toronto, Ontario, Ca

- Seconded to participate in RBC's innovation programme “RBCx” and trained in Lean Startup, Design Thinking and Agile Delivery, emerging as winners of “Best Overall Solution”. - Our team was tasked with developing a solution to evolve the client experience of business owners within RBC's Commercial Banking division, creating a tech solution currently in development to improve the experience of 4,900 RBC advisors and 800,000 clients in 1200 branches across Canada.

London, Gb

iSearch is Reed’s flagship executive search service established on over 50 years’ experience of Senior and Director level recruitment. The iSearch service is delivered by selected high performing partners from across the UK, each with an in-depth knowledge of one of Reed’s respective 20 industry specialisms. As iSearch Partnerships Manager, I worked closely with clients across the country to identify their executive needs and connect them with the best-suited iSearch partner on the basis of industry expertise and geographical area. As well as managing iSearch client relationships, I also helped to co-ordinate our collaborative efforts with Reed’s Business Development Team to assist in the service delivery of executive search to larger clients.

London, Gb

As a Specialist Consultant for Reed Social Care, I was an integral member of a team of recruiters working within Health and Social Care. Reed Social Care is an industry leading agency, servicing the entirety of the UK. As a preferred supplier to many London Boroughs, I worked closely with a number of Councils and with several National Children's Charities.- Responsible for the recruitment of social care professionals for over 10 of the UK’s local authorities or London Boroughs.- South-East England BIA Recruitment Team Lead- Project Manager for Supply of Independent BIAs to Southend on Borough Council - Highest billing temporaries consultant in my intake.- Recipient of Special Achievement Award for the Highest Billing Consultant – Under One Year’s Service (RSC Regional Awards)

Liverpool, Gb

- Worked under Abraham Myer, Deputy Director, Complex Transactions Team- Editor of I.C.T. Model Services Contract Guidance (a publicly released document intended for use across Government in over 5 billion pounds worth of business services).- Independent analysis of Accounts Payable Data of NHS Trusts presented to Lord Carter, Leader of NHS Efficiency Program.

London, London, Gb

- Authored a research paper on Non-EU Immigration and UKBA policy on behalf of Baroness Kennedy.- Researched and authored a four question strategy used by Labour Peers in Lord’s Questions.- Personally oversaw the re-launch of MP Siobhain McDonagh’s Work Experience Opportunity Scheme for Mitcham and Morden.

London, England, Gb

Under Meghan Scott CP, Toronto Office, Canada

Under Matthew Rhodes OBE

Investment Advice Diploma, Investments And Securities

Master Of Arts - Ma (Dubl.), Ancient History & Archaeology

A Levels:, French, History, English Literature, Philosophy & Ethics