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Friday, December 06, 2024
Felix Morgan | CFO/COO & Board Member at PCF Insurance Services | Fintech Finance

About Felix Morgan

https://www.pcfins.com/
Mr. Felix Morgan serves as Chief Operating Officer, Chief Financial Officer, and Board Member at PCF Insurance Services of the West. he served as Chief Executive Officer at PCF Insurance. He served as Chief Financial Officer at Peter C. Foy & Associates. He served as Chief Financial Officer at Verscend Technologies. Felix Morgan is a seasoned healthcare executive who will provide fiduciary, compliance, and planning oversight for the company. Felix Morgan has more than 20 years of financial and operational leadership experience, including mergers and acquisitions and international operations, with the last 12 years focused on the healthcare technology and services sector. He joined Verscend from Aetna, where he was Chief Financial Officer for the insurance company's population health solutions; this encompassed commercial-facing technology solutions such as health information exchanges, analytics, and health outcomes. Felix Morgan has also held senior roles at Henry Schein and Ancestry.com. He is a senior finance and operations executive with a track record of driving profitable growth for multibillion-dollar private equity-owned, Fortune 500, and Fortune 50 public companies. WHAT HE’S KNOWN FOR: Felix Morgan forms high-performance teams to drive growth and creates processes to expand margins and profitability. His achievements include acquisitions, triple-digit post-acquisition growth, global expansion, operational improvements, and turning around multibillion-dollar businesses. PERFORMANCE: His teams consistently deliver results: Led two acquisitions in his first year, including a multi-billion dollar public-to-private transaction. Tripled profitability post-acquisition after acquiring two industry-leading competitors. Led a segment from creation to $100M+ through growth, M&A, and international expansion. Acted as the operational finance lead in a successful ownership restructuring event, preparing for IPO. FINANCE, OPERATIONS, AND LEADERSHIP: Felix Morgan builds businesses by establishing scalable processes: Simultaneously integrated two competitors, creating leading products and considerable income for all parties. Reduced software release time by 50% through implementing product management and agile development methodologies. Implemented global call center, CRM, ERP, financial reporting, and business intelligence systems to enable margin expansion. VALUE: His value lies in his initiative and ability to drive profitable results through forming great teams and continuously improving operational processes to exceed customer expectations. Finance is his core strength, operational improvement is his passion, and his enjoyment from building great teams drives his leadership success.

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