Fundraising Fox

Andrew Morales

Investor

Chief Compliance Officer & Director of Client Experience at Sorenson Impact

Salt Lake City, Utah, United States

Experience

  1. Sorenson Impact AdvisoryCCO and Director of Client Experiencecurrent2025 — presentSalt Lake City, UT
  2. SITFO - Utah School & Institutional Trust Funds OfficeIntern - Finance and Operations Analyst2024 — 2025Salt Lake City Metropolitan Area
  3. Goldman SachsVP - Asset Management Compliance Officer2020 — 2024Salt Lake City, Utah, United States
  4. Goldman SachsAssociate Compliance Officer2017 — 2020Greater Salt Lake City Area
  5. Goldman SachsSenior Analyst Compliance Officer2016 — 2017Salt Lake City
  6. Goldman SachsAnalyst Compliance Officer2014 — 2016Salt Lake City, Utah

Education

  1. University of UtahCandidate - Masters of Science in Finance & Masters of Real Estate Development
  2. Brigham Young UniversityBachelor's Degree, Political Science2008 — 2013

Skills & more

Microsoft Office12PowerPoint5Microsoft Excel3KYC VerificationPublic CommunicationsPolicies & ProceduresAuditingResearch27Social Media20Politics11Teaching9Community Development8
+11 moreCustomer ServiceData AnalysisReal Estate ContractsCritical ThinkingFINRACommunicationAnalytical SkillsPublic SpeakingLeadershipSpanishStrategic Planning

Languages English · Spanish

  • Spanish Language Certificate: Advanced Level — American Council on the Teaching of Foreign Languages

From Andrew's professional profile.

Colleagues at Sorenson Impact

Allison Boxer
Managing Director & Academic Lecturer at Sorenson Impact
Chad Salvadore
CFO at Sorenson Impact
Eliza Roady
Managing Director at Sorenson Impact
Eric Sorenson
Investor at Sorenson Impact
Gina Kline
Founder & Managing Partner, Enable Ventures at Sorenson Impact
Ibrahim Rashid
Senior Associate at Sorenson Impact
Janis Dubno
Advisor at Sybilla Masters
Jenny Romney
Executive Assistant at Sorenson Impact

Frequently asked questions

Where does Andrew Morales work?
Andrew Morales is Chief Compliance Officer & Director of Client Experience at Sorenson Impact.

Same school

Also attended University of Utah75

Sid KrommenhoekPartner at AlbumEric AndersonPartner at Scale Venture PartnersKelly KoVice President of Technology Ventures and Innovation at Flare Capital PartnersTravis HeathAdministrative Partner & CFO at Signal Peak VenturesAidan DaoussisPrincipal at Balerion Space VenturesHelen McBrideOperating Partner at BOLD Longevity

+ 69 more

Also attended Brigham Young University225

Jake StormDeal Partner at Felicis VenturesJen ArdManaging Director, Head of Investment Operations at Intel CapitalNathan MickelsenVice President of Tax at RevolutionJohn SabinChief Financial Officer; President, Revolution Places at RevolutionDiogo MyrrhaPartner at Peak VenturesSid KrommenhoekPartner at Album

+ 219 more

Shared employers

Also worked at Sorenson Impact Advisory2

Maya GhoshInvestment Associate at Sorenson ImpactLauren SercuCo-Founder & Managing Partner at Sorenson Impact

Also worked at Goldman Sachs1,435

Josh KushnerFounder & CEO of Thrive CapitalSarah GuoFounder & General Partner of ConvictionFred EhrsamCo-founder and Senior Advisor at Paradigm; founder of NudgeMatt HuangCo-founder and Managing Partner at ParadigmNiki PezeshkiGeneral Partner at Felicis VenturesChris BischoffInvestment Team at General Catalyst

+ 1,429 more