Karen Morgan in

Karen Morgan

Evaluator · DISC type SDC
Head of Marketing, Capital Markets at SS&C Technologies
📍 New York, New York, United States

Dr. Karen Morgan is a high-impact B2B marketing executive with deep experience at world-class financial firms like SS&C Technologies, Citi, and Credit Suisse. A Villanova University alumna with a Doctorate in Marketing, she specializes in creating powerful global brands and data-driven, revenue-focused strategies for the fintech and capital markets sectors.

She serves as a member of the Communications Executives Advisory Panel for the Museum of American Finance, reflecting a passion for financial history and communications. This commitment to service is also shaped by her experience as a 9/11 survivor, a significant life event mentioned in her professional biography.

Unique Fact: She is a 9/11 survivor.

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Experience
16 Years
Current Role
Head of Marketing, Capital Markets
Location
New York, New York, United States
Personality Overview

How Karen shows up

Thorough Evaluator
Fast But Analytical
Quality Focused

They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Karen cares about

B2B Fintech Branding
Her doctoral thesis focused on the critical importance of branding in B2B financial technology, making her a subject matter expert on creating bespoke brand strategies for the industry.
AI in Marketing
Karen is a panelist for an upcoming discussion on AI's transformative impact on digital marketing, showing a clear focus on leveraging emerging technologies for enhanced strategies and execution.
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Career

Work history

2-2024 - 9-2025
Head of Marketing, Capital Markets
SS&C Technologies
2-2021 - 1-2024
Chief Marketing Officer & PhD Research
Wall Street Marketing
1-2020 - 1-2021
Head Global TTS Technology Marketing
Citi
2015 - 2020
CMO - AI Digital Banking
Moven
1-2014 - 12-2015
VP, Wealth Digital Marketing & Branding
TD
In the press

Media appearances

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Education
Bachelor of Arts - BA
Villanova University
M.A.
Baruch College
2-2021 - 8-2021
Blockchain
INSEAD
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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