Joseph Morstad Email & Phone Number
Director of Sales @ Flipside Lending
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Joseph Morstad Location
- San Diego, CA, US
Joseph Morstad Work
- Director of Sales @ (March 2026 - Present)
- Commercial Real Estate Broker @ (March 2026 - Present)
- GTM Strategy @ (October 2025 - July 2026)
- Senior Analyst CRE Specialty Lending @ (October 2021 - July 2024)
- Commercial Real Estate Loan Officer @ Balboa Thrift and Loan (June 2015 - October 2021)
- Fitness and Nutrition Coach, Owner @ Strength and Nutrition (October 2011 - June 2015)
- Hedgefund Accountant @ (October 2008 - September 2011)
- Assistant Manager @ (September 2005 - March 2007)
- Portfolio Accountant @ (September 2002 - October 2004)
Joseph Morstad Education
- Harvard Business Analytics Program
Executive Education (Business Analytics and Digital Transformation)
2018-2020 - Saint Mary's College of California
Bachelor of Science - BS (Business Administration)
1998-2002 - St. Augustine High School 1994-1998
- Saint Mary's College of California
Activities and societies: D-1 Men’s Golf (team captain)
Joseph Morstad Skills
- Customer Relationship Management (CRM)
- Customer Advocacy
- Customer Satisfaction
- Renewals
- Customer Engagement
- Business Transformation
- Manage client expectations
- Shareholder Communications
- Identifying Issues
- Teamwork
- Customer Interaction
- Alternative Assets
- Relationship Building
- Customer Success
- Alternative Investments
- Capital Markets
- Private Equity
- Venture Capital
- Private Credit
- Project Management
- Interpersonal Communication
- New Business Opportunities
- Due Diligence
- Budget Control
- Legal Terminology
- Deal Execution
- Financing
- Artificial Intelligence (AI)
- Statement Analysis
- Investment Research
- Written Communication
- Problem Solving
- Financial Statement Analysis
- Microsoft PowerPoint
- Analytical Skills
- Real Estate Transactions
- Presentations
- Organization Skills
- Economics
- Credit Rating
- Communication
- Attention to Detail
- Commercial Lending
- Loan Underwriting
- Credit Analysis
- Balance Sheet Review
- Commercial Real Estate
- Financial Modeling
- Financial Analysis
- Real Estate
- Business Analytics
- Customer Service
- Marketing Strategy
- Finance
- Underwriting
- Social Media Marketing
- Sales
- Marketing
- Portfolio Management
- Data Analysis
- Business Development
- Microsoft Excel
- Microsoft Office
- Business Analysis
- SQL
- Negotiation
- Public Speaking
- Coaching
- Fitness
- Analytical Reasoning
- Data Analytics
- Research
- Empathic Design
- Market Analysis
- Commercial Mortgages
- Social Media
- PowerPoint
- Commercial Real Estate Lending
- Start Ups
- Finastra
- Fundraising
- Strategic Planning
- Strategy
- Commercial Real Estate Underwriting
- Microsoft Word
- Commercial Mortgage
- Nutrition
- Event Management
- Training
- Investment Properties
- Loans
- Laserpro
- Financial Analyzer
- Strength Training
- Collaborative Problem Solving
- Refinance
- Financial Services
- Real Estate Development
- Leadership
- Easily Adaptable
- Business Process Improvement
- User Experience
- R
- Creative Problem Solving
- People Management
- Time Management
Joseph Morstad Summary
- Joseph Morstad, based in San Diego, CA, US, is currently a Director of Sales at Flipside Lending. Joseph Morstad brings experience from previous roles at Linea CRE, ReferralJobs.co, Axos Bank and Balboa Thrift and Loan. Joseph Morstad holds a 2018 - 2020 Executive Education in Business Analytics and Digital Transformation @ Harvard Business Analytics Program. With a robust skill set that includes Customer Relationship Management (CRM), Customer Advocacy, Customer Satisfaction, Renewals, Customer Engagement and more. Joseph Morstad has 2 emails and 1 mobile phone numbers on RocketReach.
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