Mark Morrison

Mark Morrison Email and Phone Number

Executive Vice President and CFO @ Upland Capital Group
Texas, United States
Mark Morrison's Location
Dallas-Fort Worth Metroplex, United States
Mark Morrison's Contact Details

Mark Morrison personal email

n/a

Mark Morrison phone numbers

About Mark Morrison

Highly motivated, results-oriented professional with broad executive, financial and managerial experience. Proven leadership and team building skills. Demonstrated ability to build consensus, rally support around common goals and to motivate groups and individuals. Experience in strategic planning and execution. Expertise in analyzing and interpreting financial data, developing financial plans and managing human and capital resources. Proven track record of identifying, negotiating, and executing successful M&A transactions. Proficiency in examining and re-engineering operations and procedures. Successful in formulating policy and developing and implementing new strategies and guidelines.

Mark Morrison's Current Company Details
Upland Capital Group

Upland Capital Group

View
Executive Vice President and CFO
Texas, United States
Website:
uplandcapgroup.com
Employees:
151
Mark Morrison Work Experience Details
  • Upland Capital Group
    Executive Vice President And Cfo
    Upland Capital Group
    Texas, United States
    View
  • Upland Capital Group
    Executive Vice President & Cfo
    Upland Capital Group Oct 2020 - Present
    Dallas, Texas, United States
    View
  • Insurance & Financial Advisory Services
    Independent Consultant
    Insurance & Financial Advisory Services Sep 2015 - Oct 2020
    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.
  • Hallmark Financial Services Inc.
    President & Ceo
    Hallmark Financial Services Inc. Jun 2006 - Sep 2014
    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 revenue diversification, profitability and growth in shareholder value. • 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.
    View
  • Hallmark Financial Services Inc.
    Cfo, Coo & Executive Vice President
    Hallmark Financial Services Inc. Feb 2004 - Jun 2006
    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 of objectives and performance goals. • 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.
  • Associates Insurance Group / Travelers Insurance
    President Of Associates Insurance Group
    Associates Insurance Group / Travelers Insurance 2001 - 2004
    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 programs.• 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.
  • Associates First Capital / Citigroup
    Cfo Insurance & Business Development
    Associates First Capital / Citigroup 1996 - 2001
    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 results of insurance operations; supervision over investment accounting, statistical compliance, monthly budget variance reporting; agency & commission accounting operations, and ad hoc insurance system programming. • 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 represented $1.25 billion of net premiums written and over $400 million of pretax operating income in 2000. • 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.
    View
  • American Eagle Group, Inc.
    Vice President & Controller
    American Eagle Group, Inc. 1995 - 1996
    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 design and drafting of the Company Annual Report to Shareholders and Form 10-K
  • Republic Insurance Group
    Vice President Of Corporate Accounting
    Republic Insurance Group 1993 - 1995
    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.
    View
  • Anthem, Inc.
    Director Of Financial Research & Analysis
    Anthem, Inc. 1991 - 1993
    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 of operations to Executive Management at monthly briefing meetings and regular attendance at the Anthem Board of Directors and Executive Committee meetings to present information and to provide input on various financial matters.• 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.
    View
  • Ernst & Young
    Senior Manager
    Ernst & Young 1982 - 1991
    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 governmental entity with revenues of $150 million; consultation and special procedure audit services for the Indiana Department of Insurance with respect to insolvent entities; professional practice development and administrative responsibilities.• 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.
    View

Mark Morrison Skills

Insurance Property And Casualty Insurance General Insurance Reinsurance Commercial Insurance Mergers And Acquisitions Commercial Lines Liability Financial Risk Financial Analysis Claim Executive Management Claims Management Workers Compensation Brokers Umbrella Insurance D&o Enterprise Risk Management Actuarial Science Pricing Subrogation Mergers

Mark Morrison Education Details

Frequently Asked Questions about Mark Morrison

What company does Mark Morrison work for?

Mark Morrison works for Upland Capital Group

What is Mark Morrison's role at the current company?

Mark Morrison's current role is Executive Vice President and CFO.

What is Mark Morrison's email address?

Mark Morrison's email address is mm****@****grp.com

What is Mark Morrison's direct phone number?

Mark Morrison's direct phone number is +181734*****

What schools did Mark Morrison attend?

Mark Morrison attended Indiana University Bloomington.

What skills is Mark Morrison known for?

Mark Morrison has skills like Insurance, Property And Casualty Insurance, General Insurance, Reinsurance, Commercial Insurance, Mergers And Acquisitions, Commercial Lines, Liability, Financial Risk, Financial Analysis, Claim, Executive Management.

Not the Mark Morrison you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.