Casey Morford

Experience

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  Bombardier Aerospace

  May 2002 - Jul 2002

  Accounting Intern

  o Audited private aircraft order invoices

• 

  Legacy Community Foundation

  Jan 2003 - Dec 2003

  Co-Youth Philanthropy Program Director

  Recruited youth to participate in community philanthropy program, facilitated meetings and coordinated projects

• 

  Enterprise Rent-A-Car

  May 2004 - Sept 2005

  Management Assistant
• 

  Enterprise Holdings

  Sept 2005 - Jun 2013

  Business Sales Coordinator
• 

  Mathena

  Jun 2013 - Mar 2015

  Accountant
• 

  Weir Oil and Gas

  Mar 2015 - Feb 2018

  • Managed the division’s fleet, inventory and service tickets over multiple states• Analyzed rig counts in all districts to determine trends for competitive pricing and staffing needs• Partnered with other departments to ensure team was operating efficiently • Onboarded employees, setting up their health benefits, payroll and retirement plans• Assisted employees during transition to parent company’s health benefits, retirement plans and payroll• Processed timesheets, payroll, expense reports and reimbursements• Managed the company’s drug testing policy and requirements, and ensured that we were meeting customer requirements

  • Operations Analyst

    Jun 2016 - Feb 2018

  • HR Specialist

    Mar 2015 - Jun 2016
• 

  JM2 Capital, Inc

  Mar 2018 - now

  Operations Manager

  • Build and maintain strong relationships with high-net-worth clients, gaining a thorough understanding of their financial objectives, risk tolerance, and unique circumstances• Proactively communicate with clients, keeping them informed about market updates, portfolio performance, and any necessary adjustments to their financial plans• Coordinate and oversee several aspects of family office operations, including investment management, financial reporting, tax planning, trust administration, and estate planning Show less