Joe Morris Email & Phone Number

Minneapolis, Mn, Us

Excelsior, Minnesota, United States

Minnetonka, Minnesota, United States

Minneapolis, Minnesota, United States

Healthcare Investment Banking - Med Tech

Greater Minneapolis-St. Paul Area

Breakaway Consulting is a consulting firm focused on providing project-based and staff augmentation solutions to financial services firms.Project Examples:- Built marketing materials (CIMs, teasers) and financial models for clients of a Middle Market Restructuring firm across debt restructuring and sell-side advisory engagements- Assisted in creation of ground-up loan & lease portfolio sale platform and co-built spreadsheet and investor/buyer presentation templates- Facilitated, processed, and managed 1,000+ business applications and client relationships for the SBA Paycheck Protection Program, helping provide over $150M in funding to small businesses in need- Created financial model and advised on market entry & business strategy for a startup medical technology company

Greater Minneapolis-St. Paul Area

CCE Team Lead: The Carlson Consulting Enterprise is an experiential learning program that pairs companies with a consulting team of MBA and Undergraduate students. The Enterprise provides students with real-world client-service & consulting experience.- Led a team of 4 to assess the current distribution channel strategy and make go-to-market strategy recommendations for a large, global equipment manufacturer- Led a team of 5 to assess product portfolio, make short to long-term recommendations to improve customer experience and engagement, and lay out high-level implementation plan for a major health insurance company

Minneapolis, Minnesota, United States

Healthcare – Med Tech

Edina, Mn

Fidelity Bank is a commercially-focused and tailored to small to medium sized businesses. Fidelity is primarily geared towards working capital lines of credit and asset based financing, but also provides equipment financing and commercial real estate options among others.- Built DCF and risk monitoring models, performed due diligence, and created board presentation for acquisition of financial services company, which significantly increased bank profitability and asset size.- Managed 15% of bank’s client relationships, communicated with executive management, and presented credit relationships to senior leadership.- Interfaced with 55+ client teams, negotiated with prospects, and ensured high quality after-sales service, leading to increased customer loyalty and 100% retention of assigned portfolio.- Generated $15.5M of loan commitments in 2018-2019 and exceeded facetime goal by 90%.- Reduced monthly portfolio report preparation time by 75% across 100 clients through spreadsheet macro development.- Managed full life cycle of credit analyst recruitment to build 3-person team; onboarded, mentored, and trained analysts within credit group.

Edina, Mn

- Performed company and industry market research on over 90% of the $125M commercial portfolio, consisting of over 350 clients.- Collaborated with lenders and loan administration, communicated directly with business owners, and facilitated new loan closing, contributing to 22.5% new relationship growth over budget.- Identified 3+ areas of improvement for credit reviews and implemented document controls leading to on time project delivery and improved regulatory feedback, both internal and governmental. - Presented weekly risk rating reports to senior credit team on 210 commercial clients; evaluated customer demographics for expansion into 2 under-served markets.

St. Thomas Ice Arena, Mendota Heights, Mn

Candidate For Master Of Business Administration - Mba Full-Time Program

Bachelor Of Arts - Ba, Finance And Financial Management Services

Activities and Societies: University of St. Thomas Men's Hockey Team

Education record