Felix Morgan

Felix Morgan

About

Detail

CEO
Lehi, Utah, United States

Timeline


work
Job
school
Education

Résumé


Jobs verified_user 0% verified
  • Trucordia
    Chairman of the Board
    Trucordia
    Jun 2025 - Current (1 year 4 months)
  • Trucordia
    Chief Executive Officer
    Trucordia
    Dec 2023 - Current (2 years 10 months)
  • Trucordia
    Board Member
    Trucordia
    Nov 2021 - Jun 2025 (3 years 8 months)
  • Trucordia
    CFO and COO
    Trucordia
    Jan 2021 - Dec 2023 (3 years)
  • CareXM
    CFO and COO
    CareXM
    Aug 2019 - Jan 2021 (1 year 6 months)
    Staying on the CFO track and drawing on years of leadership experience in the healthcare insurance industry, Felix joined CareXM in 2019, where he also served as Chief Operating Officer for over a year and a half. CareXM, backed by the private-equity firm DW Healthcare Partners, focused on providing virtual care and other patient-engagement solutions during the COVID-19 pandemic. These initiatives significantly transformed healthcare resources and patient experiences during an unprecedented global crisis. At the time, DW Healthcare Partners managed more than $1.43 billion in capital.
  • Cotiviti
    CFO
    Cotiviti
    Nov 2017 - May 2019 (1 year 7 months)
    Verscend Technologies, now known as Cotiviti, Inc., is a leading provider of data-driven healthcare solutions, specializing in payment accuracy and analytics for healthcare organizations. The company helps healthcare payers and providers improve outcomes through advanced data analysis and technology solutions.

    In his first year as Chief Financial Officer at Verscend Technologies, Felix led the financial execution of two major acquisitions, including the company’s purchase of Cotiviti Holdings, taking the company private. He also managed public and private debt financing activities during this period. Felix is responsible for the overall financial performance of the company and leads the oversight of its fiduciary, compliance, and
  • Aetna
    CFO Population Health Technology
    Aetna
    Jan 2015 - Sep 2017 (2 years 9 months)
    Aetna, a Fortune 50® company, is the third-largest insurance provider in the United States. Healthagen, a subsidiary of Aetna, leads health care innovation, with Population Health Technology serving as a portfolio of companies—including Medicity, HDMS, and Outcomes—that deliver software solutions for commercial population health, health information exchange, and provider analytics.

    As CFO, Felix was responsible for overseeing technology-enabled population health products and services within a Fortune 50 company. He led efforts to close multi-million-dollar customer and partner deals, driving significant business growth. Felix also built a finance team from the ground up to support the portfolio of businesses and ensure robust fin
  • Henry Schein Animal Health Practice Solutions
    Global CFO
    Henry Schein Animal Health Practice Solutions
    Feb 2011 - Jan 2015 (4 years)
    Henry Schein, Inc. is the world’s largest provider of healthcare products and services for office-based dental, medical, and animal healthcare practitioners, as well as dental labs, government institutions, and other alternate care sites. A Fortune 500® company and a member of the NASDAQ 100® Index, Henry Schein employs nearly 19,000 "Team Schein" members and serves around 1,000,000 customers globally. The company's five business groups include dental, medical, animal health, international, and technology.

    As an executive overseeing joint ventures and wholly owned subsidiaries, Felix was instrumental in introducing software into the company’s animal health business plan. He was responsible for driving profitability growth, managi
  • Henry Schein Animal Health Practice Solutions
    Director of Finance
    Henry Schein Animal Health Practice Solutions
    Jun 2007 - Jun 2011 (4 years 1 month)
    As a member of the management team for Henry Schein’s Practice Solutions division, the software subsidiary of a Fortune 500 company, Felix was responsible for overseeing business development activities, controllership, financial planning and analysis, and providing business decision support. He coordinated over 20 business development initiatives, including acquisitions and partner contracts, while leading efforts to build and retain a high-performance finance team. This team played a key role in driving integration within the broader Fortune 500 organization and successfully reducing finance expenses. Additionally, Felix led process re-engineering, automation, and organizational realignment efforts for a team of over 20 employees, ensuring
  • Ancestrycom
    Director of Finance
    Ancestrycom
    Jan 2004 - Jan 2007 (3 years 1 month)
    Ancestry.com is a leading global provider of online family history and genetic testing services, connecting millions of people with their heritage and enabling them to discover their ancestral roots. The platform offers a comprehensive database of genealogical records, family trees, and DNA testing, empowering users to build their family histories and understand their genetic backgrounds.

    In his role at Ancestry.com, Felix was responsible for overseeing Planning and Business Analysis, Treasury, and credit card payment processing functions. He work
  • ModusLink formerly Modus Media Stream RR Donnelly
    Finance/Business Unit Manager
    ModusLink formerly Modus Media Stream RR Donnelly
    Jan 2002 - Jan 2004 (2 years 1 month)
    Moduslink is a global leader in supply chain management and logistics, providing tailored solutions for a range of customers, including major companies like Microsoft, Cisco, Adobe, and Intuit. The company specializes in optimizing financial management services within the supply chain, helping clients streamline operations and enhance customer experiences.

    In his role at Moduslink, Felix was responsible for the financial management service offering within the supply chain, overseeing outsourced credit card payments, accounts receivable, and transaction reporting. He served as a key member of the management team for the outsourced support center, contributing to the strategic direction and operational efficiency of the organizatio
  • ModusLink formerly Modus Media Stream RR Donnelly
    Finance Systems and Process Manager
    ModusLink formerly Modus Media Stream RR Donnelly
    Jan 1999 - Jan 2002 (3 years 1 month)
    Felix was responsible for overseeing regional system implementations and driving global process improvements while supporting startup divisions and developing finance reports. He established himself as the financial systems expert within the company, providing critical insights and assistance in various operational internal audit projects to enhance efficiency and compliance.
  • ModusLink formerly Modus Media Stream RR Donnelly
    Senior Accountant/Costing Supervisor
    ModusLink formerly Modus Media Stream RR Donnelly
    Jan 1996 - Jan 1999 (3 years 1 month)
    Felix was responsible for overseeing inventory management, analyzing labor and overhead costs, and conducting thorough assessments of Cost of Goods Sold (COGS). His efforts were focused on optimizing financial performance and ensuring accurate reporting to support strategic decision-making.
Education verified_user 0% verified
  • Utah State University
    MBA, Accounting
    Utah State University
    Jan 2000 - Jan 2002 (2 years 1 month)
  • U
    BS, Business/Accounting
    Utah Valley State
    Jan 1994 - Jan 1998 (4 years 1 month)
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