Kasey Morrisey

I have over 10 years of experience at NM. Initially I was an advisor for 2.5 years, then went on to run the CRC in the Fort Worth office until we merged with Dallas NO 074. At that time I was offered the ADNOS role, but declined to instead work directly for advisors. For the first almost-year, I primarily worked for Bharat Parikh, who's practice was primarily investment based to increase my investment knowledge. Then I went on to join Brandon Rossi's practice as his sole AFA. After over 5 years, significantly growing his practice and opening our own office, I was picked up by Tauzin Wealth Management. I was with them for a year before an injury caused my to resign.

I have maintained my FINRA status CRD# 6314382.

Due to my extensive experience in several different roles, I have a deep understanding of NM's systems, processes, products, culture and client service.

• Prioritized time between the accounting and customer service departments according to business needs.
• Performed basic accounting functions such as cash receipts, receivables, PO reconciliation, etc.
• Managed several customer accounts from quoting process to invoicing and shipping final product.

• Provided customer service to clients and sales reps in North America, as well as international affiliates of the world’s largest abrasives company.
• Managed high call volume and extremely high email communications.
• Communicated with various levels of management and provided sales support.
• Solved customer problems involving logistics, service level, quality, invoicing, payment, purchasing and inventory.
• Excelled in high paced, productivity oriented work environment.

• Provided oilfield reclamation services related to vegetation control and initiation.
• Developed electronic (excel) invoicing system to replace manual invoicing system.
• Planned and coordinated resources to fulfill daily contract jobs.
• Purchased supplies and maintained inventory.

• Coordinated daily activities for team members.
• Completed service calls to county residents to advise, and provide education and resources.
• Helped develop systematic plan for county land maintenance.

• Built and marketed customized rustic picture frames and mirrors.
• Managed two employees.
• Purchased and maintained office supply inventory.
• Operated independently on a daily basis.