See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Helane Morrison profile image

Helane Morrison

Advisor at UPSIDE Foods
Intro Book
Seasoned governance and compliance expert with legal background.
  • Claim this Profile
Location
Lafayette, California, United States, US
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Helane Morrison is a seasoned legal professional with extensive experience in governance, compliance, and law. She has held senior roles at top organizations, including Hall Capital Partners LLC and the U.S. Securities and Exchange Commission. Morrison has a strong educational background, with a JD from UC Berkeley and a BS from Northwestern University.

Credentials

  • Admitted to Practice
    State Bar of California

Experience

  • UPSIDE Foods
    • Berkeley, California, United States
    • Advisor
      • Sep 2022 - Present
      • Berkeley, California, United States

  • Regional Parks Foundation
    • Pleasanton, California, United States
    • Board Member
      • Jan 2015 - Dec 2022
      • Pleasanton, California, United States

      Treasurer and Secretary

  • Bridge Trust Company
    • Las Vegas, Nevada
    • Advisor
      • Apr 2022 - Oct 2022
      • Las Vegas, Nevada

      Subsidiary of Ponto Software, Inc.

  • Hall Capital Partners LLC
    • San Francisco, California, United States
    • General Counsel, Executive Committee Member, Chief Compliance Officer, Managing Director, Secretary
      • Oct 2007 - Jun 2021
      • San Francisco, California, United States

      • Deep governance experience as General Counsel, member of Executive Committee, Chief Compliance Officer, Managing Director, and Secretary of SEC-registered investment advisory firm managing more than $40 billion for ultra-high net worth clients and private funds-of-funds • Participated in Board and Audit Committee meetings and reported to Board regularly• Strategic legal advisor to top management on wide-ranging business-related, asset management, legal, regulatory, and private fund matters • Led compliance with U.S. and international regulatory requirements• Participated in risk assessment and mitigation, and cyber security • Participated in formation and operation of Nevada subsidiary, Laurel Trust Company; Chief Compliance Officer; reported to board regularly; legal advisor• Participated in ongoing diversity training to support inclusive culture

  • U.S. Securities and Exchange Commission - San Francisco Regional Office
    • San Francisco Bay Area
    • Regional Director
      • 1996 - 2007
      • San Francisco Bay Area

  • Howard Rice Nemerovski Canady Falk & Rabkin
    • San Francisco Bay Area
    • Partner
      • 1986 - 1996
      • San Francisco Bay Area

Education

  • Northwestern University
    Bachelor of Science - BS, Journalism
  • University of California, Berkeley
    Doctor of Law - JD, Law

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Law Practice”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles