Jonathan M. Morris, Mba Email & Phone Number

Partnered with Registered Investment Advisers to provide full service wealth management and alternative asset investment advice. Asset allocation for our accounts – Institutional, Corporate, Retirement and High Net Worth.Research based on a quantitative multi-factor model portfolio management approach combined with a traditional fundamental macro-economic research approach.Company due diligence to include daily auditing of trades, accounting and financial transactions to comply with FINRA and SEC regulations for Registered Investment Advisors.Collect and analyze investment data on stocks, bonds, ETF’s, mutual funds, real estate investment trusts, alternative assets and commodities.Established a satellite office in Atlanta to service our clients in the South-Eastern region for the purpose of expanding a Multi-Family Office (MFO) service based business. Providing client counseling, business development and performance attribution to clients with median assets ranging from 1M to 5M.

Greater Atlanta Area

Served as Portfolio Manager for the International Growth and Emerging Markets Allocation for our accounts – Institutional, Corporate, Retirement and High Net Worth.Research based on a quantitative multi-factor model portfolio management approach combined with a traditional fundamental macro-economic research approach.Company due diligence to include daily auditing of trades, accounting and financial transactions to comply with FINRA and SEC regulations for Registered Investment Advisors.Collect and analyze investment data on stocks, bonds, ETF’s, mutual funds, real estate investment trusts, alternative assets and commodities.Established a satellite office in Atlanta to service our clients in the South-Eastern region for the purpose of expanding a Multi-Family Office (MFO) service based business.

Managed a department of 60 and up to 400 on occasion. Duties includes daily management of shifts, resolving customer issues created daily, weekly and monthly reports to include fleet distribution, revenue projections, payroll, training analysis, employee performance and management development. Trained weekly all employees on techniques of sales generation, customer service and problem resolution. Trained managers on techniques of sales management and leadership.During fiscal 2005 increased revenues during a 12 month period from $5M to $10M. A 100 percent increase in revenue generated per day. This was achieved by implementing a detailed training program designed to increase employee sales combined with an increase in job satisfaction. To include better scheduling, benefits and bonus compensation.

Miami Beach, Fl

Managed front desk and back office operations on 3rd shift. Checking in and out guests, resolving customer issues and performed the daily night audit of operations.As night auditor I was responsible for posting and balancing charges and settlements for room, restaurant and bar daily work, maintaining files, and resetting the systems for the next day's operations.Monitored hotel employee policies and procedures among valet, back office, cleaning and security personnel on 3rd shift.

Analyzed profitability metrics for 35 segments of a physician marketplace totaling 675,000 prospects.Created pro-forma P&L statements and cash flow analysis based on successful marketing scenarios.Consulted Co-President in evaluating annual sales and marketing plans.

Served as relationship manager advising on investments, mortgages, deposit accounts, and personal financial management. Secured mortgages totaling $2.5M and deposits of $5M. Developed a core business specializing in serving legal, medical and small business clients with commercial accounts and lines of credit. Met and exceeded monthly sales goals and account objectives. Assisted in managing a staff of over 10 employees to include personal bankers and tellers.

Generated $20,000,000 in new assets in a 2 year period and exceeded sales goals for each of the 33 months.Advised clients on portfolio theory, asset allocation and research during sales presentations and private meetings. Created seminar presentations highlighting client account performance and metrics.Set up a training program for new hires to prospect, attain and service new clients. Created a complete training program with the trading and new accounts platform.

Mba, Finance

Bba, Finance

Economics