Dave Morris - Business Marketing
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Dave Morris - Business Marketing

David J. Morris

519 THIRD STREET • EAST NORTHPORT, NY 11731 • PHONE ------------
E-MAIL DAVEMORRIS@WALSHWEXFORD.COM



I am a creative marketing professional with proven marketing and business skills. I have 10 years of marketing experience along with 15 years of experience managing securities finance teams. My specialties are digital marketing, business marketing, content creation, project management, and team management.



Walsh/Wexford Huntington, NY
President November 2011-Present

? Manage client marketing, brand, graphics, and content by establishing consistent contemporary and traditional marketing initiatives
? Increase Growth in client website traffic by managing Social Media and Digital Marketing efforts
? Design and Launch comprehensive email programs increasing email subscribers over 25% and surpassing the average industry open rates
? Develop strategies, tactics and campaigns to drive ecommerce and brick and mortar sales
? Provide business mapping and re-engineering of existing processes
? Enhance client revenue growth by achieving business goals and positive ROI




Jimmyjacks Bellmore, NY
President, Marketing May 2009-May 2012

? Developed and managed marketing strategies and campaigns to increase business of new restaurant
? Designed all digital and print ads and promotions
? Managed Public Relations and Community outreach efforts for Special Events




EquiLend Holdings, LLC New York, NY
Vice President, Business Development July 2005-April 2009

? Managed critical relationships with top-tier investment banks to optimize client efficiency and increase revenue
? Lead Analyst on Fixed Income Initiative: created development opportunities via partnerships with Business and Desk heads; increased trade volume and participation from 0 to over $1billon daily across 7 lenders and borrowers
? Senior Analyst and SME for Trade2O, an online, one-to-one trading facility; conducted functional and design interviews with stakeholders, managed domestic workshops and demonstrations
? Project Lead and SME on Fixed Income Mark to Markets and Contract Compare as new products in the US FI space; conducted interviews with operations and trading groups, wrote functional and design documents, conducted adoption workshops; built participation across 11 borrowers and lenders comparing entire books of business
? Developed strategy and project plans, tracked issues and action items, reported progress statistics and usage metrics, and documented operational procedures on existing platform
? Conducted product demonstrations and facilitated workshops for existing and prospective clients









Mizuho Trust & Banking Co. (USA) New York, NY
Vice President, Securities Lending March 2002-July 2005

? Built, serviced and managed a US fixed income and US equity lending business
? Analyzed front-to-back office processes and responsibilities to prioritize development of platform entitlements
? Created and managed a 12 month project scope, project plan, effort estimates and resource requirements
? Implemented trading systems; trained 3 traders and 5 trade support personnel on usability, execution and reporting
? Wrote and implemented procedures for operations and trading groups and established daily internal controls
? Established relationships with 15 counterparties, and 10 lending clients creating daily trading volumes of over $1B
? Subject matter expert liaison to development team for Securities Lending client services




Deutsche Bank New York, NY
Assistant Vice President, Securities Lending September 1997-March 2002

? Managed of Domestic Equity and Fixed Income Product Delivery
? Managed legacy systems transition for DB/ BT merger; implemented and structured Operations group for two books
? Wrote project documentation for legacy and new client onboarding
? Project lead and SME for new third party lending business; integral in increasing business from 0 to $900m daily
? Project lead for business infrastructure of existing systems
? Supervised trade support specialists in daily mark to market, client collateralization and trade settlement
? Responsible for all variances from cash and collateral proof and control groups
? Managed client sales and monitored domestic and third party settlements







EDUCATION: Concordia College, Bronxville, NY
B.A. Behavioral Studies

SKILLS: ? Excellent Communication and Writing skills, Creative, Team Player and Leader
? Proficient in MS Office
? Proficient in Canva Design, WP Administrator, WP Bakery Page Editor
? Working knowledge of HTML
? Proficient in Google AdWords Express, Facebook, Instagram and Twitter Ads
? Proficient in Asana
? Proficient in Hootsuite and Salesforce