Tom Morgan
Certified Catipult(C) Rhythm Maker at Catipult- Claim this Profile
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Bio
Eric Weisser
Tom lead and organized our transition into EOS/Traction. As with many business's, this was not an easy task. We did not have process or procedure in place, nor a well defined leadership team. Tom held our hand through this process, and had us up and running very quickly. Each quarterly planning session got better, and Tom carefully designed these for us to push ourselves. Many times Tom has told us we are ready to run the planning sessions ourselves, but we value the experience and candor he brings. I give Tom Morgan my highest recommendation, without reservation.
Eric Weisser
Tom lead and organized our transition into EOS/Traction. As with many business's, this was not an easy task. We did not have process or procedure in place, nor a well defined leadership team. Tom held our hand through this process, and had us up and running very quickly. Each quarterly planning session got better, and Tom carefully designed these for us to push ourselves. Many times Tom has told us we are ready to run the planning sessions ourselves, but we value the experience and candor he brings. I give Tom Morgan my highest recommendation, without reservation.
Eric Weisser
Tom lead and organized our transition into EOS/Traction. As with many business's, this was not an easy task. We did not have process or procedure in place, nor a well defined leadership team. Tom held our hand through this process, and had us up and running very quickly. Each quarterly planning session got better, and Tom carefully designed these for us to push ourselves. Many times Tom has told us we are ready to run the planning sessions ourselves, but we value the experience and candor he brings. I give Tom Morgan my highest recommendation, without reservation.
Eric Weisser
Tom lead and organized our transition into EOS/Traction. As with many business's, this was not an easy task. We did not have process or procedure in place, nor a well defined leadership team. Tom held our hand through this process, and had us up and running very quickly. Each quarterly planning session got better, and Tom carefully designed these for us to push ourselves. Many times Tom has told us we are ready to run the planning sessions ourselves, but we value the experience and candor he brings. I give Tom Morgan my highest recommendation, without reservation.
Experience
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Catipult
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United States
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Software Development
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1 - 100 Employee
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Certified Catipult(C) Rhythm Maker
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May 2022 - Present
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Dream Manager
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Mexico
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Insurance
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1 - 100 Employee
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Certified Dream Manager(C)
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Jan 2020 - Present
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Vistage Worldwide, Inc.
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United States
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Professional Training and Coaching
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700 & Above Employee
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Group Chairman
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Jul 2011 - Present
With more than 22,000 members in 16 countries, Vistage is the preeminent CEO-membership organization. Comprised of business owners, CEO's and company presidents, our 3 groups serve the Greater Sioux Empire, including South Dakota, Minnesota, and Iowa. The aggregate reach of our local Vistage groups rolls up to more than $1.5B in annual revenues and over 3,500 employees. With more than 22,000 members in 16 countries, Vistage is the preeminent CEO-membership organization. Comprised of business owners, CEO's and company presidents, our 3 groups serve the Greater Sioux Empire, including South Dakota, Minnesota, and Iowa. The aggregate reach of our local Vistage groups rolls up to more than $1.5B in annual revenues and over 3,500 employees.
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Successful Transition Planning Institute
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United States
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E-Learning Providers
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Transition Planning Consultant
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Apr 2017 - Present
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Managing Director
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Feb 2011 - Present
Sourcing & Structuring CapitalMaximizing & Harvesting EquityWealth Management
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EOS- Implementer
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Oct 2018 - Dec 2020
Still a Fan of Traction, but former Implementer
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General Manager
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May 2011 - Dec 2016
Omegaquant is the leading clinical reference laboratory dedicated to researching the role of fatty acids in metabolism, drug mechanisms and nutrition. Omegaquant is the leading clinical reference laboratory dedicated to researching the role of fatty acids in metabolism, drug mechanisms and nutrition.
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Financial Advisor
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Mar 2010 - Jan 2011
Full service wealth management firm. Full service wealth management firm.
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HealthCapWest
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Staffing and Recruiting
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Managing Director
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Feb 2001 - Jul 2010
HealthCapWest is a private equity advisory firm, working with venture-stage entrepreneurs and their investors in matters of: capital formation, strategic management, licensing and M&A. HealthCapWest is a private equity advisory firm, working with venture-stage entrepreneurs and their investors in matters of: capital formation, strategic management, licensing and M&A.
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PetMedicus Laboratories, Inc.
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United States
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Biotechnology Research
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CEO
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Feb 2006 - Jun 2009
PetMedicus Laboratories was a specialty pharmaceutical company created to develop ethical pharmaceutical products for companion animals. PetMedicus Laboratories was a specialty pharmaceutical company created to develop ethical pharmaceutical products for companion animals.
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Education
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2016 - 2018
Loyola University Chicago
MBe, Masters in Bioethics/Medical Ethics -
1991 - 1993
University of California, Irvine - The Paul Merage School of Business
MBA, Finance, General -
1972 - 1976
The University of South Dakota
BS, Biology
Community
