Mark Morrison Email & Phone Number

Texas, United States

Dallas, Texas, United States

Dallas/Fort Worth Area

• Provided executive advisory services on multiple assignments with various insurance and investment organizations, including:
• Advised insurance company on potential acquisition & integration of specialty insurance carrier.
• Confidential advisory agreement with investment bank to assist in marketing insurance entities for possible sale.
• Compiled detail Strategic Business Plan for non-US based insurance organization to establish a North American insurance operation.
• Consulted and advised multiple private equity firms on potential acquisitions and strategies for investing in the insurance sector.
• Engaged by private investment consortium to lead their strategic initiative to acquire a US-based insurance company.

Dallas/Fort Worth Area

• As President & CEO, provided leadership to transform the Company into a “Best in Class” specialty insurance company. Responsible for the strategic plan to advance the Company's mission and objectives and to promote.
• Developed and executed strategy to transform mono-line operation into a diverse, national specialty insurance company which produced premium in 2014 of $468 million across five operating units in 50 states.
• Led acquisition & integration of six businesses that added growth & diversity to the Company’s business platform.
• Recruited and developed product management & underwriting talent to design and launch new specialty products and segments.
• Proven 10-year track record of success: Delivered compounded annual growth in Gross Premiums Produced, GAAP Equity and Book Value per Share of 16%, 25% and 10%, respectively.

Dallas/Fort Worth Area

• Oversaw all Company operations to insure production efficiency, quality, service, and cost-effective management of resources. Established organizational objectives and priorities and monitored progress for attainment.
• Responsibilities included M&A strategic planning/analysis/negotiation/integration; financial planning and analysis; financial reporting
• Recapitalized the Company through a series of capital transactions including a secondary stock offering, shareholder rights offering, two trust preferred securities placements and negotiated senior credit facilities.

Dallas/Fort Worth Area

• Subsequent to Associates First Capital merger with Citigroup, as President of Associates Insurance Group, responsibilities included full operational oversight for Associates’ commercial truck & equipment insurance.
• Launched nationwide roll-out of outbound telemarketing channel for commercial truck insurance.
• 2002 results represented $100 million in written premium and $20 million in underwriting profit.
• Provided critical assistance in setting post-merger integration strategy for Associates Insurance Group into Citigroup’s Travelers property & casualty insurance operations.
• M&A responsibility for disposition of various non-strategic insurance entities and lines of business.
• Also continued as CFO and designated executive team leader for The Northland Companies (Northland, Mendota & American Equity) subsequent to merger.

Dallas/Fort Worth Area

• As CFO of Associates Insurance & Business Development, responsibilities included M&A strategic planning/analysis/negotiation/integration; financial planning and analysis; financial reporting of GAAP and statutory.
• Responsible for all financial operations of Associates Insurance Group’s operations. This included four domestic (Dallas, St. Paul, Scottsdale & Chicago) and three international operations (Canada, U.K. &. Bermuda) and.
• Key participant in defining and executing the Company’s non-affiliate insurance strategy, which included the acquisition and integration of The Northland Companies.
• Provided critical analysis, financial leadership and due diligence review for Avco (Balboa) and The Northland Companies acquisitions.
• Assisted in establishing a corporate wide Customer Cross-Sell division for all lending products.

As Vice President & Controller, responsibilities include all SEC, statutory and GAAP accounting and financial reporting (including Forms 10-K and 10-Q, Annual Report, Management’s Discussion & Analysis, Statutory Annual Statement, et.al.); supervision over investment accounting and compliance; coordination of forecasts and annual budget. Assisted in the.

Dallas/Fort Worth Area

As Director of Corporate Accounting, responsibilities included supervision over internal and external financial reporting for seven P&C companies; cash and investment accounting and compliance; consolidated holding company reporting for North American operations of Winterthur Swiss Group; and accounting and reporting for a large reinsurance portfolio.

Indianapolis, Indiana Area

• As Director of Financial Research & Analysis, responsibilities included analysis of monthly financial data and preparation of operational analysis for all Dallas-based Anthem entities. This entailed reporting results.
• Central role in the integration and consolidation of Dallas and Indianapolis based financial departments.
• Accomplished consolidation plan one year ahead of schedule.
• Participated in M&A evaluations and due diligence procedures for new P&C business segment.

Indianapolis, Indiana Area

• As Audit Senior Manager, responsibilities included providing services for clients in a variety of industries, including a national property and casualty insurance company with revenues in excess of $2 billion, and a.
• Specialized in providing audit and advisory services to clients of the Insurance Industry practice group.
• Managed large, technically complex audit engagements; two engagements exceeded 5,000 hours.
• Served as Training Leader for various internal and external professional seminars and industry conferences.