People behind the product
Product, customer success, and solutions — focused on secondary trade operations, integrations, and getting complex desks live without drama.
Alex Morgan
VP Product & GTM
Secondary markets · SaaS · Former head of desk technology at a global broker-dealer
Alex leads product direction for secondri, working with trading and operations leaders to ship workflows that match how secondaries actually get done. Prior roles focused on capital-markets technology, trade surveillance tooling, and cross-asset platform rollouts.
Sample credentials — replace in production
Meet the team
Jordan Lee
Head of Customer Success
Jordan runs onboarding and ongoing adoption for enterprise desks: training, workflow design, and steering committees with IT and compliance. Background in sell-side operations and client-facing program management.
Ready to work with us?
Ask about demos, security reviews, or implementation timelines — we usually reply within one business day.
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