Matthew Reis Morris, MBA

**** **** **** ****

Towson, MD 21286

Phone: 443-***-****

Email: abh8sr@r.postjobfree.com

EDUCATION

Johns Hopkins University Carey Business School – MBA

Graduated 12/2009 (3.89/4.00 GPA)

Stevenson University-BS-Interdisciplinary Studies (Business/Biology)

Graduated Suma Cum Laude 12/2005 (4.00/4.00 GPA)

PROFESSIONAL EXPERIENCE

Secondary Life Capital, Washington, DC

Senior Investment Analyst, 1/2009 - present

Analysis of life settlement investments to determine fair market value for multiple

national and international funds

Utilization of actuarial software to implement pricing model

Review case flow and maintain broker relations

Ad hoc projects related to production and portfolio management

Consultation on market research projects

Development of LE sensitivity tool to enhance accuracy of investment and

premium finance transactions

Designed new pricing model that provides NPV and FV calculations, integrating

Monte Carlo simulation and decision tree for different tax treatments

Liaison with business partners in the creation of a traditional

premium finance program structure and preparation of new investor presentation

Responsible for the creation of program collateralization model

Developed projections and pro forma Profit & Loss statement for

new venture

Life Settlement Providers, Baltimore, MD

Underwriting Associate, 3/2008 – 1/2009

Qualification and analysis of life settlements on behalf of an open-

ended life settlement investment fund with over $1 Billion in funds

under management

Utilization of Datalife actuarial software to implement pricing model

Knowledge of multiple insurance products, carriers, financing

vehicles, and auction systems

Research evolving market issues for investor presentations

Insurance Incorporated, Owings Mills, MD

Marketing Director, 12/2001 to 3/2008

Director of Marketing Department for one of the ten largest Property and

Casualty agencies in Maryland

Manage and direct workflow of three staff members

Coordination of marketing efforts between satellite offices in multiple states

Analysis and distribution of various sales and ad hoc reports

Responsible for account placement and handling large or highly complex

accounts.

Consolidation of contingency reporting to maximize revenue

Negotiated supplemental contingency program with carriers, generating

substantial additional revenue

Held prior positions as Marketing Executive, Commercial Lines Rater, and

Commercial Lines Assistant Account Executive

INTERNSHIP EXPERIENCE

Blind Industries and Services of Maryland

Intern, 8/2009-10/2009

Selected for the Joint International Consulting Project with the University of

Augsburg and Johns Hopkins University Carey Business School

Collaborated with a team of international MBA students

Consulted for a $90MM manufacturing and service firm to enhance their

current messaging and fundraising efforts

Dealt with all levels of the organization and presented our

recommendations to executive level management and academic panel

Recommendations focused on Mission & Vision, Infrastructure (CSFs),

Short-term solutions, and Long-term solutions

LICENSING AND CERTIFICATION

Chartered Financial Analyst (CFA) Program Candidate

Chartered Life Underwriter (CLU) Designation

Maryland State Property, Casualty, Life, and Health Insurance license

PUBLICATIONS

"Federal Tax Projection Under New IRS Rulings." The Life Settlements Report

III.15 (2009)

SOFTWARE

Proficient in Milliman, Datalife, TreePlan, RiskSim, Filemaker, Applied System

Agency software, Word, PowerPoint, Publisher, and Excel

ACHIEVEMENTS

12/2009 William H. Thomson Scholarship

5/2009 Maryland State Senatorial Scholarship for 2009

5/2008 Maryland House of Delegates Scholarship for 2008 & 2009

6/2006 Appointed member of The Hartford’s Marketing Council

5/2006 Appointed Chair of CNA Marketing Council and Liaison for National

PACER Council

1/2006 Appointed member of CNA Marketing Council

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