Bill Morrison

Experience

1. President and Founder

   Affinity Advisors

   Oct 2007 — Present · Asheville, NC

   Affinity Advisors LLC was founded in 2007 and is a vibrant advisory firm that works in the financial services and insurance industry including membership organizations, insurance companies, banks and companies that have an affinity/co-brand type relationship that reinforces the clients relationship. Affinity Advisors has worked with Apira Science, Stanford, Duke, Florida State, Georgia Tech, Montana State, Washington, Fordham, Rutgers, Alaska Airlines, Capital One, American Express, JPMorganChase, GEICO, Discover, First National Bank of Omaha and a number of community/regional banks.The firm specializes in the payment system, the insurance industry, strategic planning, developing strategic partnerships, re-engineering products and programs, assessing payment systems opportunities on behalf of our clients, M&A transactions, managing relationships for profit and negotiating contracts.We have worked on behalf of large and small entities. More than half of my clients have retained Affinity Advisors for more than one project. Our references are our clients.

Skills

• Risk Management
• Mergers & Acquisitions
• Retail Banking
• Management
• Strategy
• Payment Card Processing
• Investments
• Vendor Management
• Insurance
• Credit Cards
• Strategic Planning
• Electronic Payments
• Crm
• Segmentation
• Operational Risk Management
• Financial Risk
• Financial Institutions
• Business Development
• Account Management
• Mobile Payments
• Payment Gateways
• Credit Risk
• Recruiting
• Finance
• Executive Management
• Loans
• Banking
• Loyalty Programs
• Cards
• E-Payments
• E-Commerce
• Relationship Management
• Customer Acquisition
• Payments
• Contract Negotiation
• Debit Cards
• Payment Systems
• Merchant Services
• Program Management
• Analytics