Katie Morgan

Partner | Former Global Financial Services Executive, Bank of America

Katie Morgan is a highly accomplished Fortune 50 executive with nearly 30 years of expertise spanning human resources, risk management, finance, and audit. Throughout her career, she has been a go-to counsel for executives as they courageously lead through change to achieve their objectives. In her current capacity as leader of MyNextSeason’s Executive Transition Support and Executive Advising offerings, and as an Executive Coach, Katie supports the company’s bench of world-class advisors to meet the needs of a multigenerational workforce.

During her distinguished career at Bank of America, Katie was called upon to lead the most complex business transitions and teams, all while coaching senior global business leaders. She routinely created and scaled new functions while serving in a variety of senior global human resources roles across global banking, consumer, wealth and investment management, talent acquisition, and governance/regulatory relations.

She was the Senior HR Executive leading sizable global teams supporting 120,000 associates with a personnel expense budget of $15B+. She additionally led the Charlotte market team, guiding philanthropic investment strategy and partnering with banking teams to ensure comprehensive client service. Katie began her career in Dallas, TX, where she quickly rose to take on a variety of roles in risk management, compliance, and audit.

Dedicated to her community, Katie currently serves on the Board of the Charlotte Latin School. She previously served on the boards of Charlotte Center City Partners, Freedom School Partners, Charlotte Mecklenburg Community Foundation, and the Charlotte Ballet.

Katie earned a BBA in Accounting from Texas Christian University and attended Emory University for MBA studies.

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