BRAD MORGAN

6717 Summers Drive #378 l Fort Worth, TX 76137 l (972) 971-7633 l

HARD-WORKING AND TECHNICALLY SKILLED BUSINESS ASSOCIATE KNOWN for accuracy, atte
ntion to detail, willingness to take initiative, creative problem solver and a p
roven track record for delivering quality workmanship and on-time results while
providing outstanding customer service.
KEY SKILLS
* Excellent written and verbal communication
* Ensure successful communication via actively listening
* Strong organizational and analytical skills
* Problem solver
* Ability to motivate others
* Enjoy sharing knowledge and encouraging development of other to achieve speci
fic team goals
* Ability to build and maintain effective business relationships
* Critical thinking
* Goal oriented
* Defines, plans and organizes activities necessary to reach targeted goals
* Consistently works hard to exceed customers' expectations
ACHIEVEMENTS
Created financial planning model, significantly increasing ROI and customer rete
ntion for Morgan Stanley. Implemented process and financial controls, ensuring p
rofitability in loan portfolios which increased customer satisfaction and retent
ion.
Saved GEO Securities thousands of dollars in labor costs while significantly inc
reasing productivity and employee morale. Recognized an increase in employees' w
ork schedules in order to meet the needs of the business and morale was low. Per
sonally took the initiative to evaluate the business needs and existing procedur
es. Successfully realigned the employee responsibilities which decreased work sc
hedules while maintaining high level of customer service and excellent work prod
uct for our customer.
PROFESSIONAL EXPERIENCE
MERCHANTPRO EXPRESS - Fort Worth, TX
Regional Consultant, 2/09 to Present
CITRMS - Certified Identity Theft Risk Management Specialist
* Responsible for networking and developing new clients
* Building and maintaining effective business relationships in order to retain
clientele
* Managing key accounts to ensure credit card compliance
* Resolve customer issues quickly and with the best possible outcome
* Comply with all credit card regulations
* Ability to resolve problem or conflicts by thinking out of the box while stil
l adhering to the policy and procedures
* Training and mentoring new employees
TOWN & COUNTRY - Grand Prairie, TX
Food Consultant, 2008 to 2009
* Duties include sales of all natural meats and organic vegetables to the gener
al public
* Assisted managers with creating schedules, assigning job duties, training sta
ff and evaluating staff performed by subordinates.
PROFESSIONAL EXPERIENCE (CONTINUED)
BANKSTON CHEVROLET OF FORT WORTH - Fort Worth, TX
Internet Sales Consultant, 2007-2008
* Generating and following up on new business opportunities to generate car sal
es
* Ensure customer satisfaction
ALLSTATE FINANCIAL - Irving, TX
Financial Specialist, 2006-2007
* Worked directly with insurance agents and staff to create and present compreh
ensive financial opportunities to clientele
* Storefront retail sales of financial planning
* Maintain customer relationships to ensure customer satisfaction
GEO COMPANIES OF NORTH AMERICAN, INC. - Irving, TX
Financial Specialist, 2003-2006
* Led operating division of this publicly traded company that sold interest in
oil and natural gas wells.
* Held P&L responsibility, managed executive VIP relationships, recruited and g
rew sales as sales director.
* Communicated strategy recommendations for corporate executive leadership appr
oval.
MORGAN STANLEY DEAN WITTER - Irving, TX
Financial Advisor, 2001-2002
* Directed financial and tax planning strategies maximizing return for a book o
f business utilizing a variety financial vehicles
* Individual sales of stocks and mutual funds
GE FINANCIAL ASSURANCE (FORMERLY TERRA SECURITIES, INC.) - Irving, TX
New Business Development/Sales Manager, 1999-2001
* Worked with CPA firms to provide wholesale financial planning and customer se
rvice for clients utilizing strength of GE brand
EDUCATION
UNIVERSITY OF TEXAS-ARLINGTON - Arlington, TX
BBA, Finance (minors in Accounting and Economics)
Contract negotiations - Import/Export regulations - International Business
Study Abroad, Jesolo, Italy
AFFILIATIONS
DFW Humane Society, Eagle Scout, Fort Worth Children's Charities, MENSA,
Tarrant Masonic Bodies
TECHNOLOGY SUMMARY
MS Office (Word, Excel, PowerPoint, Access)