Vice President Operations
Cornerstone Advisors, Llc-Asheville
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Sandra (Escobar) Morgan, Cfa Email & Phone Number
Vice President Operations
at
Cornerstone Advisors, LLC-Asheville
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President Operations
Location
Massapequa, New York, United States
Who is Sandra (Escobar) Morgan, Cfa? Overview
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Sandra (Escobar) Morgan, Cfa is listed as Vice President Operations at Cornerstone Advisors, LLC-Asheville, based in Massapequa, New York, United States. AeroLeads shows a matched LinkedIn profile for Sandra (Escobar) Morgan, Cfa.
Sandra (Escobar) Morgan, Cfa previously worked as Executive Member at International Leap Network and VP - WM Global Investment Office - Global Investment Manager Analysis (GIMA) at Morgan Stanley. Sandra (Escobar) Morgan, Cfa holds Master Of Business Administration - Mba, Finance And Financial Management Services from Pace University - Lubin School Of Business.
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Cornerstone Advisors, LLC-Asheville
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Profile bio
About Sandra (Escobar) Morgan, Cfa
As a seasoned financial services executive with 20+ years of experience in investment operations, risk management, and process optimization, I specialize in driving operational efficiency and fostering strong client relationships. My career has been centered around streamlining workflows, implementing risk mitigation strategies, and leveraging technology to enhance scalability and compliance across asset and wealth management operations.Key Achievements:•Operational Excellence: Led initiatives that increased productivity by 25% and reduced operational errors by 30% through process optimization and risk management frameworks.•Leadership & Team Development: Managed and mentored cross-functional teams, improving engagement and morale, which led to a 20% increase in team productivity.•Client Relations: Strengthened client communication by delivering tailored updates and resolving inquiries promptly, resulting in improved client satisfaction and retention.•Cross-Departmental Collaboration: Developed shared dashboards and instituted regular touchpoints, improving inter-departmental communication and operational synergy.•Risk Management: Spearheaded the implementation of operational risk frameworks, reducing compliance risk incidents by 30% and ensuring regulatory adherence.With a passion for building high-performance teams and a focus on driving continuous improvement, I am committed to delivering innovative solutions that align operations with business goals. Fluent in both English and Spanish, I take pride in leading with integrity, fostering collaboration, and influencing stakeholders at all levels.Let's connect and discuss how I can contribute to your organization's success!
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Sandra (Escobar) Morgan, Cfa's current company
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Cornerstone Advisors, Llc-Asheville
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7 roles
Sandra (Escobar) Morgan, Cfa work experience
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Executive Member
CurrentLEAP is a private exclusive network for members of the #LeapAcademy Program: executive leaders, entrepreneurs, and high achievers from around the world who inspire and drive growth and impact on themselves, their work and their communities.
Jan 2024 - Present
Vp - Wm Global Investment Office - Global Investment Manager Analysis (Gima)
Increased collaboration between alternative investment manager research, product management, legal & compliance and operations by creating several touchpoints to address manager and product approval deadlines, identifying pain points and determining the fit of the investment solutions resulting in a 35% increase in alternative investment products.
Jan 2022 - Dec 2023
Vp - Gima - Alternative Investments - Operational Due Diligence
Manager Due Diligence - Alternative Investments - Hedge Funds, Private Equity, Private Credit, Real Estate & Venture Capital
Nov 2018 - Feb 2022
Sep 2015 - Nov 2018
Operational Risk Manager - Exchange Traded Funds
- Responsible for overseeing the health of the control environment within Exchange Traded Funds Services and collaborate with the operations managers to improve internal processing controls and mitigate potential risks.
- Provide oversight and consultation on potential issues that arise with operations management, risk, compliance and products.
- Ensure operational practices are in compliance with relevant risk standards, policies and regulations to maintain an effective control environment.
- Interface with internal groups including Risk Management, Audit, Controllers, Product Management, Compliance and Legal.
- Manage projects and partner with operations managers in internal and external audits including global compliance reviews of regulatory policy, semi-annual SSAE 16 audits, routine SEC & other regulatory exams.
- Participate in client due diligence visits on operational processes, as well as client CCO reviews and certifications.
Mar 2011 - Aug 2015
Vp - Investment Operations
- Manage, develop, lead, and motivate team responsible for trade processing, confirmation, settlement and reconciliation of a very broad range of investment products traded globally, including: equities, fixed income.
- Manage the corporate action process, ensuring proper communication from portfolio managers to custodian/prime brokers.
- Ensure the ongoing development of staff through active participation in goal setting and performance appraisals of the team members.
- Work with business, marketing, and technology leaders in developing new and/or enhancing processes and/or products.
- Monitor productivity, associate development and equipment/technology needs and implement appropriate strategies based on sound business analysis.
- Involved in preparation and launching of long/short hedge funds with investments in derivative products such as credit default swaps, currency swaps, and total return swaps. Review final month-end hedge fund portfolio.
Apr 2001 - Mar 2011
2 education records
Sandra (Escobar) Morgan, Cfa education
Master Of Business Administration - Mba, Finance And Financial Management Services
Pace University - Lubin School Of Business
Bachelor Of Science - Bs, Finance And Financial Management Services
Rutgers University
FAQ
Frequently asked questions about Sandra (Escobar) Morgan, Cfa
Quick answers generated from the profile data available on this page.
What company does Sandra (Escobar) Morgan, Cfa work for?
Sandra (Escobar) Morgan, Cfa works for Cornerstone Advisors, LLC-Asheville.
What is Sandra (Escobar) Morgan, Cfa's role at Cornerstone Advisors, LLC-Asheville?
Sandra (Escobar) Morgan, Cfa is listed as Vice President Operations at Cornerstone Advisors, LLC-Asheville.
Where is Sandra (Escobar) Morgan, Cfa based?
Sandra (Escobar) Morgan, Cfa is based in Massapequa, New York, United States while working with Cornerstone Advisors, LLC-Asheville.
What companies has Sandra (Escobar) Morgan, Cfa worked for?
Sandra (Escobar) Morgan, Cfa has worked for Cornerstone Advisors, Llc-Asheville, International Leap Network, Morgan Stanley, Bny Mellon, and Cohen & Steers.
How can I contact Sandra (Escobar) Morgan, Cfa?
You can use AeroLeads to view verified contact signals for Sandra (Escobar) Morgan, Cfa at Cornerstone Advisors, LLC-Asheville, including work email, phone, and LinkedIn data when available.
What schools did Sandra (Escobar) Morgan, Cfa attend?
Sandra (Escobar) Morgan, Cfa holds Master Of Business Administration - Mba, Finance And Financial Management Services from Pace University - Lubin School Of Business.
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