Mitchell Morgan Location
- Grapevine, TX, US
Mitchell Morgan Work
- 2025 - now Founder | Co-Manager @ Red Oak Reserve
- 2009 - now Founder | Managing Partner @ Mitchell Lane, Inc.
- 2006 - 2009 Development Manager @ Cirrus Companies
- 2001 - 2006 CEO and Founder @ Mitchell Lane, Inc.
- 1998 - 2001 Product Manager and Sales Executive @ e-Talk
- 1993 - 1998 Senior Physician Practice Merger and Search Consultant @ Harris, Kovacs & Alderman
- 1991 - 1993 Staff Auditor @ Travis, Wolff & Co.
Mitchell Morgan Education
- Baylor University - Hankamer School of Business
BBA (Finance / Accounting)
1986 - 1991
Mitchell Morgan Skills
- Estate Planning
- Strategic Financial Planning
- Interim CFO
- Private Equity/Debt Structures
- Captive Insurance Structures
- Insurance Policy Audit & Verification Services
- Investments
- Insurance
- Valuation
- Mergers
- Equities
- Auditing
- Strategic Planning
- Mergers & Acquisitions
- Finance
- Corporate Finance
- Financial Reporting
- Accounting
- Small Business
- Budgets
- Private Equity
- Asset Management
- Cash Flow
- Business Coaching
- Leadership
- Strategy
- Financial Planning
- Budgeting
- Mergers and Acquisitions
- Insurance Policy Audit and Verification Services
Mitchell Morgan Summary
- Mitchell Morgan, based in Grapevine, TX, US, is currently a Founder | Co-Manager at Red Oak Reserve. Mitchell Morgan brings experience from previous roles at Mitchell Lane, Inc., Cirrus Companies and e-Talk. Mitchell Morgan holds a 1986 - 1991 BBA in Finance / Accounting @ Baylor University - Hankamer School of Business. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Interim CFO, Private Equity/Debt Structures, Captive Insurance Structures and more. Mitchell Morgan has 1 emails and 2 mobile phone numbers on RocketReach.
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