Lee Morrow

Underwriter

772 followers

Denver, Colorado, United States

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Timeline
About me
Chief Operating Officer at LVN Real Estate
Education
- Weatherford College
  2006 - 2007
- Texas Tech University
  2007 - 2010
  Bachelor of Business Administration (BBA) Finance, General
Experience
- Farmers Insurance
  Nov 2010 - Oct 2013
  Underwriter
  Assists in achieving Personal Lines Underwriting goals through successful implementation of projects which are related to policies, practices, procedures, process improvements, rate accuracy, risk quality, and rules of the department.
- Charles Schwab
  Jan 2013 - Jan 2017
  Responsible for implementing and facilitating learning solutions that are strategically aligned to organizational goals and objectives Part of the broader Investor Services organization and primarily responsible for helping individuals and families with their financial needs
  - Learning and Development Manager
    Jan 2015 - Jan 2017
  - Financial Services Professional
    Jan 2013 - Jan 2015
- Charles Schwab
  Jan 2019 - May 2021
  Leading a 12-member team through a 20-month rotational program which prepares participants for a career as a Financial Consultant in the Charles Schwab Branch Network Provided direct leadership, people management and general oversight of eight Client Service Team Managers and total oversight of approximately 100 front-line employees
  - Senior Team Manager, Financial Consultant Academy
    Jan 2017 - May 2021
  - Acting Managing Director
    Jan 2019 - Jan 2019
- LVN Real Estate
  Jan 2023 - now
  Chief Operating Officer
Licenses & Certifications
- Series 7
  FINRA
- Series 63
  FINRA
- Master Trainer Certification
  ATD Dallas
- Series 10
  FINRA
- Series 9
  FINRA
Honors & Awards
- Awarded to Lee Morrow
  Key Contributor Award Grant - November 1, 2020 Awarded to the top 15% of and designed for recognition and retention
- Awarded to Lee Morrow
  Key Contributor Award Grant Charles Schwab 2019 Awarded to the top 15% of employees and designed for recognition and retention
- Awarded to Lee Morrow
  Key Contributor Award Grant Charles Schwab 2018 Awarded to the top 15% of employees and designed for recognition and retention
- Awarded to Lee Morrow
  Key Contributor Award Grant Charles Schwab 2016 Awarded to the top 15% of and designed for recognition and retention
- Awarded to Lee Morrow
  Chairman’s Club Award, Platinum Winner Charles Schwab 2015 Awarded to the top 20 employees and designed for recognition
- Awarded to Lee Morrow
  Key Contributor Award Grant Charles Schwab 2015 Awarded to the top 15% of employees and designed for recognition and retention