Crystal Morgan

Executive Assistant to Managing Director

Investment ManagementCustomer ServiceCompliance OfficerFinanceC-level ExecutiveTyping SpecialistData EntryExecutive AssistantAssistantCold Calling SpecialistAppointment SetterCall Center

Crystal Morgan is a visionary leader and accomplished executive assistant with over 20 years of experience in the financial sector. She has spearheaded transformative projects that have increased company organization. Known for her strategic acumen and commitment to sustainability, Crystal has successfully integrity practices across all company operations. Her dynamic leadership style and passion for innovation continue to inspire her team.

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Work Background

Executive Assistant

Private Equity Firm Executive Assistant

Executive Assistant

Private Equity FirmExecutive Assistant

Executive Assistant

Career GroupExecutive Assistant

Feb. 2024 - Dec. 2024Palo Alto, California, United StatesEA to Venture Capital team. Responsible for extensive calendar management; domestic and international travel; and expense reporting.

Compliance Manager

Turn/River CapitalCompliance Manager

Sep. 2022 - Sep. 2023

EA to the General Counsel & Chief Compliance Officer, Head of ESG, Managing Director

GI PartnersEA to the General Counsel & Chief Compliance Officer, Head of ESG, Managing Director

Apr. 2018 - Sep. 2022San Francisco, CA

Senior Legal Admin to Litigation, M&A, Investor Relations Team

McKesson CorporationSenior Legal Admin to Litigation, M&A, Investor Relations Team

Oct. 2014 - Apr. 2018

Administrative Assistant to the CFO Office

Mission Home Health CareAdministrative Assistant to the CFO Office

Oct. 2012 - Sep. 2014San Francisco, California, United States

Administrative Assistant to the Controller and Finance Team

United Commercial Bank LimitedAdministrative Assistant to the Controller and Finance Team

Apr. 2004 - Nov. 2007San Francisco, California, United States

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