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Tom Morgan
Senior Technology Executive
Professional Background
Tom Morgan boasts an impressive career spanning over 30 years within the financial services sector, where he has honed his expertise in technology strategy and leadership. Recognized for his ability to galvanize global teams, he has led the delivery of innovative IT solutions tailored to the unique needs of the financial services industry. Tom’s career has been characterized by a consistent track record of achieving strong results in roles that have grown increasingly complex and demanding. His comprehensive experience includes developing forward-thinking global resource models, successfully integrating diverse technologies stemming from company acquisitions, and adeptly navigating critical regulatory mandates that are crucial for compliance in the financial domain. Embracing change is at the core of Tom's philosophy; he thrives on taking calculated risks and continuously refining his professional skills to adapt to the ever-evolving landscape of technology and finance.
In his leadership role, Tom believes in the power of leading by example. He embodies the principles of a player/coach, demonstrating his commitment both to technical excellence and team development. His approach includes actively engaging with his team to assist them in overcoming challenges and achieving outstanding results. This hands-on style fosters a collaborative environment where IT and business functions work closely together, ensuring that technology-driven solutions are specifically geared towards driving business success.
Education and Achievements
Tom's educational background is as distinguished as his professional achievements:
- He is a graduate of the Executive Education Program in Innovative Technology Leadership at Stanford University Graduate School of Business, where he acquired cutting-edge insights into harnessing technology for strategic advantage.
- Additionally, Tom completed the Executive Education Program in Delivering Information Services at Harvard Business School. This program has equipped him with the frameworks necessary to deliver vital information services effectively and efficiently.
- He also holds a Bachelor of Science (B.S.) in Accounting and Finance from the University of Maine, laying the foundation for his financial expertise.
Tom’s leadership roles reflect a commitment to innovation and excellence in technology:
- As the former Executive Vice President and Chief Information Officer at BECU, Tom played a pivotal role in steering the technology strategy of one of the largest credit unions in the United States.
- He is the Founder and CEO of FitTech Enterprises, LLC, where he leveraged his technological acumen to advance fitness solutions through innovative technology.
- His career includes founding Koko FitClub of Conejo Valley, where he initiated programs designed to combine fitness with cutting-edge technology solutions.
- In his previous roles at major financial institutions such as Bank of America, JPMorgan Chase, and Washington Mutual, Tom served as CIO and SVP in various capacities focusing on home lending and corporate technology. His leadership at Bank of America as CIO & SVP Home Lending involved spearheading critical initiatives that improved loan processing and customer experience.
- At JPMorgan Chase & Co., Tom held the position of CTO & SVP of Home Lending, where he integrated technology solutions that fostered operational effectiveness.
- Throughout his career at Washington Mutual Bank, he served in multiple leadership roles, including CIO & SVP Home Loans and CIO & EVP Corporate Technology, demonstrating his capacity to lead large-scale technology transformations.
- Earlier in his career, Tom served as EVP Corporate Technology at FleetBoston Financial and played a significant role in optimizing technology systems that evolved with changing market dynamics.
Achievements
Tom Morgan’s career is punctuated by several notable achievements that highlight his capability and influence in the technology and financial services sectors:
- Innovative Resource Models: Tom has pioneered the creation of global resource models that have enabled organizations to maximize their technology resources and optimize performance across geographies.
- Successful Technology Integrations: His expertise is underscored by his experience in seamlessly integrating systems from diverse companies, which has proven essential for achieving continuity and operational integrity after mergers and acquisitions.
- Regulatory Compliance Navigation: Tom has effectively managed the complexities of regulatory compliance, which is especially crucial within the financially regulated environments in which he has worked.
- Commitment to Continuous Improvement: As an advocate for Six Sigma methodologies, he has pursued continuous improvement initiatives that directly contribute to enhanced operational performance and customer satisfaction.
- Leadership Philosophy: Tom's player/coach style of leadership has not only driven success but also empowered his teams, inspiring loyalty and a shared commitment to organizational goals.
- Strategic Vision: His ability to align technology strategies with business objectives illustrates his forward-thinking vision, which has consistently positioned organizations at the forefront of technological advancement in finance.
In summary, Tom Morgan stands out as a highly experienced leader in the financial services industry, recognized for his strategic acumen, innovative technology solutions, and his steadfast belief in the capabilities of his teams. He remains committed to navigating the complexities of technology within finance, ensuring that organizations not only keep pace with change but also leverage it for sustained growth and success.