Jack Morgan

About Jack Morgan

I’m a value-driven executive passionate about building the platforms, systems, and strategies that power transformational growth. With over 14 years leading business operations, data strategy, platform development, and technology execution, I have a proven track record of designing scalable solutions that accelerate firm performance and enhance client experiences.At Rise Growth Partners, I serve as Vice President of Advisor Technology and Platform Solutions, leading the operational and platform execution initiatives that drive firm scalability, partner enablement, and advisor technology excellence. I previously shaped Rise’s early growth as Vice President of Platform and Data Insights, building our data and due diligence frameworks from the ground up.Prior to Rise, I spent nearly 14 years at Charles Schwab, where I advanced through leadership roles spanning technology operations, data strategy, business solutions engineering, and cross-functional transformation. I also founded TorchAnalytix, where I specialize in crafting bespoke technology and process solutions that unlock measurable business value.I thrive at the intersection of data, technology, and strategy; delivering results by aligning operational rigor with innovative execution. I’m energized by building scalable platforms, developing high-performing teams, and solving complex challenges to create exceptional outcomes.

Experience

1. Founder, Principal

   Torchanalytix & Engineering

   Mar 2024 — Present · US

   Value-generating leader focused on delivering measurable, profitable outcomes by using data, analytics, insights, and integration to revolutionize technical and business processes into bespoke solutions and delightful experiences.

Education

• East Carolina University

  Bachelor's degree, Human Biology

  2008 — 2010

• North Carolina State University

  Bachelor of Science (BS), Human Biology

  2007 — 2008

Skills

• Microsoft Office
• Sharepoint
• Relationship Management
• Windows
• Business Intelligence
• Software Project Management
• Financial Services
• Crm
• Microsoft Excel
• Customer Service
• Tableau
• Microsoft Sql Server
• Portfolio Management
• Customer Experience
• Leadership
• Technical Support
• Business Analysis
• Sql
• Strategic Planning
• Data Analysis
• Software Documentation
• Team Leadership
• Salesforce.com
• Project Management
• Business Process Improvement
• Alteryx
• Public Speaking
• Siebel
• Project
• Team Building
• Vendor Management
• Oracle
• Process Improvement
• Analysis
• Integration