Joe Morgan is the asset manager of operations for The Collective Sedona. As an executive team member of Fenix Private Capital Group LLC, the umbrella investment group for The Collective Sedona, Morgan is responsible for overseeing the day-to-day operations. Joe works directly with The Collective Sedona’s property management, leasing and marketing teams, tenants and vendors, and the community to uphold the property as a landscape of art and culture that compliments the Sedona area. With more than 15 years of experience in marketing and real estate, Morgan has managed many successful properties, projects and teams throughout Arizona and California. Through his diligence and expertise, Joe ensures the success of The Collective Sedona by working to uphold high standards for leasing, property performance and operation. By developing and implementing operations and procedures, Morgan helps The Collective create a memorable and culturally unique experience for locals and guests, while giving back to the community and circulating capital to grow local businesses and the economy.Joe has a Bachelor of Science in Biology from Arizona State University and a Bachelor of Science in Information Technology from DeVry University. He is also licensed with the State of Arizona as a real estate broker. In his free time, Morgan enjoys hiking, swimming, trail riding and playing softball.

•Funded $4.5 million in residential loan volume year-to-date.•Developing and advancing newly created Corporate Benefits Division.•Conduct presentations given to 30–120 people introducing HRF services.•Created marketing materials for Teacher/Employee Benefit, Neighborhood Resource and Pet Adoption (In partnership with AAWL & SPCA) Home Purchase Programs.

•Closed $550,000 in loan volume within first three months.•Established B2B marketing partnerships with the Arizona Animal Welfare League and SPCA and the Scottsdale Education Association.

•Remote advisor assistant and team liaison responsible for maintaining effective relationships through regular communication, support, and management of client expectations.•Managed all team marketing assignments.•Created, designed, and published Texas Team quarterly market update report.•Developed team communication tool and client database.•Prepared and distributed weekly team newsletter to approximately 2,000 clients with third party email marketing service.•Researched and cataloged industry articles and third party market reports.•Maintained current client information and intelligence in ACT and Hendricks and Partners database.

•Managed and organized all phases of marketing life cycle from email and print campaign creation to distribution, newspaper ads, and marketing analysis for national multifamily listings in Southern California, Southwest, and Texas Regions. •Successfully coordinated the launch of 158 marketing projects with a listing value of $2.5 billion and 29,096 units to market.•Ensured that marketing deadlines were met and that each listing received appropriate exposure and stayed within project budget.•Trained sales team on new systems, tools, corporate media, and collateral.•Enhanced value, maximized efficiencies and helped reduce overhead costs by creating targeted mailing list (for both email and print campaigns) resulting in 3 times higher success rate in finding buyers for our marketing assignments.

•Efficiently maintained branch office with over $100 million in transaction volume in 2004, 2005, and 2006.•Coordinated design, production, and distribution of all proposals and marketing materials. •Oversaw all workplace services and operational aspects of office including vendor relationships, coordination of interior office construction, initiation of contracts, liaison with property management, and IT support.• Successfully coordinated office relocation from mid-town Oakland to Downtown Oakland.•Drafted, edited, and reviewed listing and sales contracts, addendums, amendments, and extensions.•Executed strategic analysis and financial underwriting of the asset for marketing purposes.