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.

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.

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.

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.

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.

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.

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.

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.

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