Ty Morrison Email & Phone Number

Salt Lake City, UT, US

• Training and Management of 2 product analysts and 2 product backlogs for the primary UI software used by Service, Sales, and Operations teams to make real-time firm wide changes and interact with customer accounts.
• Quickly and concisely educating decision makers and project managers on what our product does, how it does it, typical blockers, and contacts for other stakeholders.
• Intimate collaboration with Development team, QA, design, and other stakeholders to ensure timely and high-quality delivery for Internal/External Initiatives and compliance of security policies.
• Experienced with leveraging APIs and integration of external vendors while maintaining security and customer PII.
• Split backlog and increased velocity by 35% by having more logical and efficient teams and better planning/processes.

• Rapid design and development of complex UX/UI that streamlined and automated profitability tools to be more user friendly for teams. (10+ major updates over 3 years).
• Actively managed and coordinated the negotiation process between the customers Relationship Manager and business partners in Sales, Marketing, Finance, Product, and Executive team.
• Developed and maintain a customer profitability tool
• Customer Profitability Review
• Work cross functionally to improve business processes
• Weekly, Monthly, Quarterly, and Annual Reporting

• Managed a fluctuating caseload to address, investigate, and resolve complex and unique customer situations.
• Worked cross-functionally with business partners in Legal, Tax & Retirement, Maintenance Operations, Estate Operations, Principal Review, and New Account Operations to resolve cases.
• Advised clients on their case requirements and enhanced the client experience through relationship management.

• Placed trades for and educated customers on the firm’s competitive advantage and complementary products they would benefit from.
• Continually learned about investments and the financial markets to address individual client’s investment needs.
• Connected with other groups to gather info to resolve customer issues.

• Managed, lead and trained team members
• Excellent problem solving and decision making
• Physically and mentally tough, determined, loyal

Master Of Business Administration - Mba

Series 24 License (General Securities Principal)

Series 7 (General Securities Representative) And Series 63(Uniform Securities State Law) Licenses

Bachelor'S Degree