Matt Morris Email & Phone Number
CEO @ EncorEstate Plans
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Matt Morris Location
- Liberty Lake, WA, US
Matt Morris Work
- CEO @ (December 2021 - Present)
- Vice President of Sales @ (August 2020 - November 2021)
- Sabbatical @ None! (January 2020 - August 2020)
- Vice President Enterprise Sales @ (March 2017 - January 2020)
- Managing Director of Advisor Sales @ (April 2014 - March 2017)
- Investment Advisor Representative @ Ridgegate Financial (December 2012 - April 2016)
- Managing Partner @ TBG Fraud Solutions (January 2006 - January 2014)
- Business Development Manager @ (January 1996 - January 2005)
Matt Morris Education
- Point Loma Nazarene University
Bachelor of Business Administration (Business Marketing)
1991-1995
Matt Morris Skills
- Account Management
- Business Development
- Customer Service
- Finance
- Financial Services
- Financial Software
- Independent Financial Advice
- Leadership
- Life Insurance
- Management
- Marketing
- New Business Development
- Portfolio Management
- Retirement Planning
- Sales
- Start-ups
- Strategic Planning
- Training
- Solution Selling
- Team Building
- Consulting
- Presentation Development
- Strategic Partnerships
- Public Speaking
- B2b
- Insurance
- Hipaa Training
- Start Ups
- HIPAA
- Investments
- Healthcare
- Strategy
- Organizational Development
- Sales Management
- Direct Sales
- Entrepreneurship
- Social Networking
- Leadership Development
- Time Management
- Employee Training
- Policy
- Small Business
- Data Breach Prevention
- Coaching
- Marketing Communications
- Social Networking and Workplace Issues
- Employee Benefits
- Selling
Matt Morris Summary
- Matt Morris, based in Liberty Lake, WA, US, is currently a CEO at EncorEstate Plans. Matt Morris brings experience from previous roles at Helios Quantitative Research, None! and Riskalyze. Matt Morris holds a 1991 - 1995 Bachelor of Business Administration in Business Marketing @ Point Loma Nazarene University. With a robust skill set that includes Account Management, Business Development, Customer Service, Finance, Financial Services and more. Matt Morris has 2 emails and 1 mobile phone numbers on RocketReach.
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Top EncorEstate Plans Employees
Matt Pistone
CTO
Kirkland, WA, US
Matt Morris
CEO
Liberty Lake, WA, US
Marla Landa
Chief of Staff
San Francisco, CA, US
Michele Holmes
Estate Planning Operations
Granite Bay, CA, US
Lee Regan
Senior Product Manager
San Marcos, CA, US
John Gamble
Account Executive
Tyler, TX, US
Matthew Andersen
QA Engineer
Los Angeles, CA, US
Marcel Weiland
Director of Sales
Auburn, CA, US
Vianca Hunt
Estate Planning Operations
United States
Daniel Michaelsen
Vice President of Strategic Relationships
Sacramento, CA, US
Robby Maita
Account Executive
Minneapolis, MN, US
Ian Okonski-Fernandes
Account Executive
El Cerrito, CA, US
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