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Morgan Holycross, Content Marketing Intern

Morgan Holycross

Content Marketing Intern

Morgan Holycross joined the Dakota team in September 2020 as a Content Marketing Intern and joined us again in May 2021. She works alongside the Marketing team to assist with content and marketing collateral needed to promote Dakota products.

Morgan is a senior at Michigan State University earning her dual degree in Marketing from the Eli Broad College of Business and Psychology. During her time at MSU, she has been a part of the Pi Beta Phi MI Gamma Chapter. Outside of work and school, she loves spending time in Northern Michigan on the lake or slopes depending on the time of year.

Blogs Written By Morgan

The 5 Best CRMs for RIA Firms in 2022

Have you ever found yourself scrambling, trying to remember who you met with last week, two weeks ago, even a month ago? You know you have to follow up, but you’re just not sure with whom. It’s a...

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RIA Database vs. Dakota Marketplace: Which is Right For You?

It can be overwhelming to try and find the right institutional investor database for your business. Even a cursory search will show that there are dozens of databases to choose from, each promising...

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8 of the Best Salesforce Calendar Integrations to Keep Your Investment Sales Team Organized

In investment sales, it’s all about getting meetings with new prospective clients and those that are clients of yours already. As you juggle several tasks a day, it’s critical to stay on top of your...

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