As Head of Global Due Diligence for RBC Investor & Treasury Services (I&TS), Erik Morgan is responsible for aligning and enhancing all client due diligence activities across the business, and developing client-centric solutions.
Erik joined RBC I&TS from J.P. Morgan where he was most recently Executive Director, Wholesale Client Onboarding, and helped to establish the firm’s Global Funds Policy, the Quality Assurance program and reengineered the KYC (Know Your Client) due diligence infrastructure and procedures. Prior to that, Erik was EMEA Head of KYC and Head of Global Remediation at HSBC Bank Plc. He has also held similar roles at other investment banks including Barclays, Goldman Sachs and Société Générale.
Erik has a BA in German and Economics from the University of Utah and has 20+ years of industry experience.
Erik will be speaking in the “AI, Innovation and Human Resources – Finding Right the Balance for KYC” session starting at 15:45 and participating in the interactive panel discussion thereafter.