Nicholas Morgan work email
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Nicholas Morgan personal email
Dynamic executive with a proven track record of supporting CEOs in strategic decision-making, operations, and cross-functional problem-solving. Former in-house strategist at RBC, a top ten global bank, with experience across multiple industries, including technology, retail, and financial services. Skilled in building systems, optimising processes, and driving transformational initiatives. Strong expertise in sales, stakeholder and relationship management, and improving operational efficiency.
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Chief Operating OfficerLiterate Ai Jan 2023 - PresentLiterate 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/
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Director, Commercial Financial ServicesRbc Feb 2021 - Jan 2023Toronto, 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. -
Associate Director, Client & Business Strategy And Sales EnablementRbc Wealth Management Jan 2020 - Feb 2021Toronto, 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. -
Senior Associate, Client & Business StrategyRbc Wealth Management Nov 2017 - Jan 2020Toronto, 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.
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Associate, Relationship Management - Business Owners And EntrepreneursRbc Wealth Management Nov 2016 - Nov 2017Toronto, 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.
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Innovation Lead, RbcxRbc Sep 2019 - Nov 2019Toronto, 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.
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Isearch Partnerships ManagerReed Sep 2016 - Nov 2016London, GbiSearch 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. -
Recruitment ConsultantReed Sep 2015 - Sep 2016London, GbAs 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)
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InternCrown Commercial Service Jul 2014 - Sep 2014Liverpool, 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. -
Researcher To Baroness Margaret Mcdonagh And Mp Siobhain McdonaghUk House Of Lords Dec 2013 - Mar 2014London, 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. -
Camp CounsellorTim Horton Children'S Foundation Jun 2012 - Aug 2012
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Shadow InternCrown Prosecution Service Jul 2011 - Aug 2011London, England, GbUnder Meghan Scott CP, Toronto Office, Canada -
Staff Researcher At Roll On Friday, Legal PublicationRollonfriday Jun 2011 - Jul 2011Under Matthew Rhodes OBE
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Teaching Assistant At Primary School St. Vincent De PaulSt Vincent De Paul Primary School Sep 2009 - Aug 2010
Nicholas Morgan Skills
Nicholas Morgan Education Details
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The Chartered Institute For Securities & Investment (The Cisi)Investments And Securities -
Trinity College DublinAncient History & Archaeology
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Westminster SchoolPhilosophy & Ethics
Frequently Asked Questions about Nicholas Morgan
What company does Nicholas Morgan work for?
Nicholas Morgan works for Literate Ai
What is Nicholas Morgan's role at the current company?
Nicholas Morgan's current role is Chief Operating Officer (COO), Literate AI.
What is Nicholas Morgan's email address?
Nicholas Morgan's email address is ni****@****bal.com
What schools did Nicholas Morgan attend?
Nicholas Morgan attended The Chartered Institute For Securities & Investment (The Cisi), Trinity College Dublin, Westminster School.
What are some of Nicholas Morgan's interests?
Nicholas Morgan has interest in Children, Education, Poverty Alleviation, Human Rights, Health.
What skills is Nicholas Morgan known for?
Nicholas Morgan has skills like Teamwork, Microsoft Office, Research, Leadership, Project Management, Communication, Microsoft Word, Negotiation, Recruiting, Social Care Recruitment, Public Speaking, Powerpoint.
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