Joseph Morstad Location
- San Diego, CA, US
Joseph Morstad Work
- 2026 -now Director of Sales @
- 2026 -now Commercial Real Estate Broker @
- 2025 -now GTM Strategy @
- 2021 -2024 Senior Analyst CRE Specialty Lending @
- 2015 -2021 Commercial Real Estate Loan Officer @
- 2011 -2015 Fitness and Nutrition Coach, Owner @ Strength and Nutrition
- 2008 -2011 Hedgefund Accountant @
- 2005 -2007 Assistant Manager @
- 2002 -2004 Portfolio Accountant @
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
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
- 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 1 emails and 1 mobile phone numbers on RocketReach.
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Top Flipside Lending Employees
Matt Miles
CEO
California, United States
K.c. Knott
Director of Operations
Los Angeles, CA, US
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