Karen Morgan in

Karen Morgan

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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

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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)

DISC behavioral profile

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