Tim Morgan Email & Phone Number

United Kingdom

London, England, United Kingdom

- Leading business development in Switzerland and other European markets, working with senior operating business leaders at private banks and investment firms- Enterprise sales with a longer sales cycle, but clear potential benefits for both banks and their clients- Involving regular travel and conference appearances, working with existing and new contacts- Self-starting including own market research, client & dbase development- Created numerous new business opportunities in first months and building momentum- Working in strong team-first environment with professional Salesforce funnel CRM mgmt and accountability driven by sales operations methodology

London, England, United Kingdom

Representing KBW's equity research to investors in Europe. Writing regular notes on themes in global Fintech and US financials. Provided basic coverage notes on global fintech companies including Nubank and Wise.Delivered thought leadership to investors writing weekly ‘Desk Strategy’ reports including research highlights and market commentary. Also regularly wrote 4-5 page special interest reports on timely themes, subsectors, and companies. Offered coverage on 2 companies not covered by formal research. Developed proprietary research tools for venture equity valuations, SPAC deal monitoring, capital return measurement, and earnings season management.Company notes involved strategic focus on key business and earnings drivers, with functional financial models. Regular contact with IR to ensure I knew management philosophy to addressing financial concerns which I unearthed.Consistent dialogues and relationship responsibility with institutional investor, including model portfolio and alpha-focused idea generation. Wrote alpha-oriented sales notes, and participated in stock picking systems. Drove internal thought leadership with a seat on our Fintech working group, acting as ‘generalist’ client ambassador with specialised analysts. Measured which analysts made money, or not.Appeared quarterly for the last 3 years on Bloomberg TV to preview US bank earnings and answer questions, usually unrehearsed.

Managing Director with 20+ years selling Fintech & US Financials equity research, focused on FIG sector in the US.Launched office from scratch, helped build to 100+ FTE. Responsible for building long term relationships (10 years +) at over 40 long-only and hedge fund clients incl all marketing planning, sales calls, account documentation, and soliciting and delivering corporate roadshows. Hired and trained 2 associates from diverse backgrounds who became major contributors to the business. Serving London, Frankfurt, Amsterdam, Copenhagen, Dublin, Scotland, Stockholm.Strong teamwork with London and US colleagues demonstrated with account development (2-5 new accounts per year), marketing planning (10-15 analyst and company roadshows/yr), and event coordination (more than half of most European event attendees were my clients).Planned, sold, and executed over 200 roadshows for analysts and companies across European centres, coordinating with colleagues to allocate time most effectively. Strong attention to detail of logistics given C-suite guest demands, maximizing investor-facing time and building strong rapport to drive repeat business. Corporates included S&P 500 C-suites from Marsh Mac, Aon, Discover, Goldman Sachs, Blackrock as well as Synchrony, Principal and many midcaps.Created and organised successful (50+ attendees) Open Banking Summit, US midcap banks conference (10 years running), and 2019 NIRP Summit, leading to over $20 mln in banking-related revenueHelped to drive MiFID business response, addressing disruptions of both regulation and technology to our business and our customers. Helped to develop our Salesforce and StreetContxt systems for detailed client interaction accounting. Played key role in setting and negotiating prices services, and helped reengineer the sales and marketing processes to be MiFID compliant.

Representing US Financials Equity Research to European and other non-US investors.Primary responsibility for German clients, as well as London.Positive, team-based sales approach working with EU specialists for banking and insurance, and coordinating marketing activity to keep a strong flow of research and ideas to clients.

Sales of Canadian equity research to European clients, with focus on London.Leveraged energy background to learn mining sector and to sell full natural resources product range to relevant clients. Also learned banking as well as technology spaces, focal at the time for north American investors.Increasingly focused on 'dot-com' bubble and debates with clients about the sustainability of valuations. Developed frameworks for showing extent to which bubble had stretched, and years that would be required for investments to recover.Proved sense of commerciality, and investment focus, by leaving the Canadian space to transition career to US and into financial services until tech space cooled off.

Associate to a leading oil & gas research analyst in Toronto. Responsible for all company financial modelling, as well as report drafting. Included quarterly visits to Calgary to visit C-suite executives of companies under coverage, reviewing 3-D seismic data, and discussing drilling plans. Built quantitative database, including macro programming, and published landmark company evaluation framework which was highly applauded by the firm's top clients.

Hba, Business

Activities and Societies: Co-ed Innertube Waterpolo enthusiast Case Competiton Winning team 1990 Dean's List 1991Economics major 1987-88.

Fintech Program

An overview of various core fintech subjects, led by OS professors and supplemented with interviews from 60 leaders in fintech. Areas.

Education record

Cfa, Financial Analysis