Dell Morgan Resume

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J. DELL MORGAN

Phone: 214-***-****

**** **** **. · Suite 4116 · Lubbock, Texas 79423

adxqx1@r.postjobfree.com

SENIOR EXECUTIVE-OPERATIONS, MARKETING, SALES, CONSULTING Senior Executive with thirty-five years’ experience in leadership positions of operations, marketing, and sales. Strong leadership, communication, negotiation, creative, and analytical skills utilized to build successful national sales, service, marketing teams, and development of new markets resulting in record sales and profits. Extensive business relationships and contacts. Decisive, visionary, solution focused, team player, results oriented with high integrity. Cross-functional expertise in:

• Strategic Planning and Leadership • Revenue & Profit Growth

• PR, Marketing, and Business Development • New Product/Service Development

• Market Demographic Analytics and Advertising • Information Systems, B2B, B2C Internet Markets

• National Sales Management • Strategic Partnerships & Alliances

• Personal Sales-Individuals to C/Board level • Venture Capital, Private Equity, M&A EXPERIENCE and ACCOMPLISHMENTS

COO 07/2019-01/2023

Piñon Recruiters; Dallas/Houston/Lubbock, Texas

COO of Executive Recruiting Firm to help via introductions to personal contacts and utilization of my Operations expertise. Firm specializes in employee placements in the Oil/Gas industry, Manufacturing, Engineering, and in Accounting and Financial operations placements in other industries. Oil/Gas Manager 10/1997-Present Family Ranch; Lovington, New Mexico

Responsible for Oil/Gas leases, Surface Use and Damages Agreements, Pipeline Right of Ways, and Injection Contracts on family ranch in Lea County, New Mexico, Permian Basin. Negotiated, and closed new oil/gas leases with 6 major Permian E&P companies. Satisfactory resolution of pipeline, surface damages and environmental damages directly and through close working relationships with law firms. Wrote and negotiated all surface agreements, oil/gas leases, pipeline right-of way, and water agreements. CEO 12/2003-5/2010 Total Healthcare Solutions, Inc.; Dallas, Texas

Founder & CEO of Total Healthcare Solutions, Inc., a managed healthcare company specializing in SaaS and Cloud integration of Healthcare Savings Accounts (HSA), HRA, Banking, and Claims integration. Developed strategic partnerships with leading banks, insurance companies, claims processors, Credit Card companies, call centers, prescription companies, and additional medical specialist to provide a business/consumer driven online and smart phone application for business and consumer healthcare. Secured $13.3mm Private Equity funding commitment.

Principal & Executive Consultant 11/1998-12/2003 EMCG; Dallas, Texas

Responsibilities included new client sales and client strategic planning, business plans, building integrated financial models including IRRs, MIRRs, ratio analysis, joint venture agreements, private equity/venture capital, merger & acquisition, building the marketing and sales strategic plans and organizations, Internet sales and marketing, and development of the organizational branding strategies. Dell Morgan Resume

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Accomplishments:

• Helped recruit Advisory Board of international leaders in Civic Affairs, Business, and Construction for major Houston Green Home Developer, Provident Homes.

• President/COO of Provident Homes Corporation a role the board appointed me to serve from 1999-2003 until the death of the founder/CEO.

• Business/Marketing/Financial Plan I developed led to meeting with White House Deputy Director of the President’s Office of Science and Technology resulting in commitment of technical Federal support. Follow up meeting in Washington D.C. included seven federal agencies represented by eighteen senior federal government staff resulting in federal support and funding for green affordable housing developments. Plan raised $3.5mm in expansion working capital. Vice President Institutional Sales 1/1997-11/1998 ICMA Retirement Corporation; Washington, D.C

VP Institutional Sales for a Registered Investment Advisor responsible for Government Retirement Plans with assets over $5,000,000. Responsible for all final presentations including development of new finals presentation/closing strategies.

Accomplishments:

• Managed 7 regional VP’s/Consultants and implemented strategies resulting in record company sales.

• Under my leadership, assets under management increased to $12 Billion, with 5,000 governmental employers as clients, and 450,000+ participants.

• Responsible for selling the first two large state governmental clients and all finals sales presentations. President and Principal __1/1994-1/1997 PRISM Investment Corporation; Dallas, Texas

Founder, President, and Principal of an SEC Registered Investment Advisory Firm. New business development, business plan development, joint venture agreements, developing and implementing Fixed Income Yield enhancement strategies, and securing venture capital/private equity funding. Accomplishments:

• Conceived and implemented active fixed income yield enhancement strategies and products with international banks specifically applicable to U.S. Corporate FASB 115 accounting.

• Raised $83,000,000 in funding commitments for two real estate projects, including support from one state government.

• Founded, funded, and sold Integrated Healthcare Systems, a DRG based, PPO/HMO alternative.

• Developed partner funding for five real estate and three oil and gas projects. Regional Vice President Pension Investments and Sales 1/1989-1/1994 Penn Mutual; Dallas, Texas

Regional VP for new business development and management of existing accounts for pension investment products and services in the southwest U.S for multi-billion-dollar financial services organization. Accomplishments:

• Personal sales led company for the two most profitable lines for four straight years.

• Sold the largest case in the company’s history.

• Managed regional office staff to new sales records and assets under management.

• Received numerous awards for overall sales and profitable business. Dell Morgan Resume

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Senior Consultant 8/1985-12/1988 Watson Wyatt Worldwide (now WTW); Dallas, Texas

Recruited by the President of WatsonWyatt, a Top 3 international actuarial, employee benefit, and management-consulting firm, to provide expertise to the Wyatt Board of Directors for their entry into international investment consulting. After a successful entry into investment consulting, served on the first commercial software product development team for employer healthcare software. Led the sales team in the southwest U.S. Healthcare consultant and business development for the Health and Welfare Consulting Practice. Heavily involved in Defined Benefit plan terminations and closeouts for Fortune 500 companies using Net Present Value Analysis and Macaulay Duration and Horizon Asset/Liability match analysis for asset re- capture for M&A.

Accomplishments:

• Conducted seminars for 323 major employers in Texas resulting in numerous new personal healthcare clients including Mary Kay Cosmetics, LTV Corporation, Central & SouthWest Utilities, Varo Inc., Jones and Laughlin Steel, Unions, and numerous governmental entities.

• Developed a healthcare analysis model/report that received a national award for Healthcare Cost Analysis. Accolades were also given by the Mayor of the Governmental Entity for which the report was prepared as the best presentation she had ever seen in her 17 years in government.

• Invited headline speaker as healthcare subject expert legislation for the Actuaries Club of the Southwest. Vice President Pension Marketing and Sales 6/1983-7/1985 Southwestern Life, a subsidiary of Tenneco, Inc.; Dallas, Texas VP of Pension Sales and Marketing. Senior Executive responsible for all U.S. regional offices, product development, investment strategies, advertising/PR, and sales. Member Investment Advisory Committee. Accomplishments:

• Managed a $1,500,000+ budget, nine national sales offices, and internal staff of seven executives.

• Created six new annuity and investment products resulting in additional premiums of $159,736,000.

• Profits rose from 32% of Company total to 53% within 2 years. Record revenues and profits received special mention in the Tenneco annual report.

• Implemented first Asset Allocation software and services by an insurance company in the U.S.

• Reduced field sales force by 50% while increasing sales by 78%.

• Implemented national advertising campaigns resulting in 368 new brokers. Assistant Vice President-Director Group Insurance Marketing 1/1977-6/1983 American National Insurance Company; Galveston, Texas VP responsible for leading group insurance sales and marketing. Created, staffed, and supervised 8 U.S. regional offices/managers. Responsible for new product development, advertising/PR, small employer groups, and renewals. Personally responsible for presentations, sales, and service of clients with over 1000 employees. Accomplishments:

• Opened and staffed eight new regional offices in one year.

• Consistently exceeded company’s national sales objectives for all group product lines.

• 1981 revenue exceeded the three prior years combined. Total revenue of $161,541,000.

• Personal responsibility for large employer sales/service/renewals including one governmental employer with 31,000 employees.

EDUCATION

TCU; Fort Worth, Texas; BBA. Major-Business Management Minor-Finance NASD/FINRA Exams (Not Current): 1, 7, 26, 63, 65, 66

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