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Results driven, goal oriented professional with experience at helping lead and grow a company from 12 employees to over 300 employees. A wide range of experience including: software design; enterprise sales; project and product management including the creation and implementation of process driven formal product management practices including extensive experience in developing and working with product development teams in India. The implementation of these practices effectively improved both the speed of product development and the quality of deliveries.Most recently my responsibilities have included the creation and implementation of marketing plans designed to cost effectively expand brand awareness through effective use of online, e-mail, social and traditional media in the United States, Canada, Japan, Singapore, Hong Kong and China.Specialties: Marketing, Product Management, Operations, CRM, Distribution Technology Solutions, Financial Services, Life Insurance
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Vice President, MarketingEbix Crm Sep 2006 - PresentJohns Creek, Ga, UsPlan, direct and set the strategic direction for all sales and marketing messages and material for multiple sales channels primarily focused on lead and sales opportunity generation for sales teams. Developed and implemented unique strategies and campaigns for retail, Brokerage General Agency and Enterprise channels for a 15 person sales team which covered the U.S. and Canada. Additionally I was responsible for all aspects of launching Ebix CRM's expansion into Japan, China and Singapore including product development** E-Z Data, Inc. was purchased by Ebix and renamed to Ebix CRM on October 1, 2009. ** -
Vice President, Product DevelopmentE-Z Data, Inc. May 1995 - Sep 2006Pasadena, Ca, UsResponsible for improving system quality, reducing time to production and setting and meeting delivery dates. To address these issues I shifted E-Z Data from a very ad hoc development culture to a more formalized and structured product management organization and achieved the desired results. Product Development responsibility included development and delivery of a product roadmap including dates and communication of the roadmap to all internal and external constituents. -
Product Development / Project ManagementE-Z Data, Inc. May 1991 - May 1995Pasadena, Ca, UsStarting at E-Z Data I was responsible for the design of the Investment Tracking module which included everything from user interface to marketing material and selling the product. Responsibilities expanded to include other new modules, the rest of the system as well as corporate sales and corporate project implementation and account management. This included the management of the update from DOS to Windows of E-Z Data’s flagship product which included everything from user interface design to installation packaging, sales and post sale implementation and consulting. -
Director Los Angeles OfficeWinson Olson & Company Nov 1988 - May 1991Responsible for opening and building a Los Angeles Office an Orange County LAN consulting and services company. This was primarily a sales and marketing position where I was responsible for lead generation, closing sales then coordinating the installation of Local and Wide Area Networks in the Los Angeles area.
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Founder And OwnerMorgan Software Apr 1982 - Oct 1988In order to help my father’s financial planning business, I created a client and investment tracking system which was good enough to sell to other financial planners. Within a short time I was selling an application called The Client Manager to planners all over the U.S. I eventually hired other developers, sales people and technical support staff. Before selling the company to E-Z Data there were ~1000 users and this was the best selling system of the time. Sold to E-Z Data October 1988.
Morgan Underwood Education Details
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Loyola Marymount UniversityBusiness Administration
Frequently Asked Questions about Morgan Underwood
What company does Morgan Underwood work for?
Morgan Underwood works for Ebix Crm
What is Morgan Underwood's role at the current company?
Morgan Underwood's current role is Vice President, Marketing.
What is Morgan Underwood's email address?
Morgan Underwood's email address is mu****@****ail.com
What is Morgan Underwood's direct phone number?
Morgan Underwood's direct phone number is +167828*****
What schools did Morgan Underwood attend?
Morgan Underwood attended Loyola Marymount University.
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