Aurora Training Advantage

Chief Executive Officer

ITU Online

ITU Online Training is dedicated to bringing students comprehensive training in all major aspects of the IT industry. ITU offers courses for individuals seeking IT career certifications and corporate training for organizations that want their employees to have the latest technology skills.

Triad Behavioral Health

Triad Behavioral Health provides exam preparation, continuing education, and career services for behavioral health individuals, institutions, and organizations for over 40 years. Triad’s brands include – AATBS, Academic Review, Taylor Study Method, Gerry Grossman Seminars, and Smart Practitioner.

Chief Marketing Officer

Lost River

As a decisive leader, spearheaded all organizational initiatives, including the management of Marketing, Sales, and Development teams. Oversaw the design, development, and deployment of an ecommerce website while simultaneously guiding the marketing team in building brand awareness through online and offline strategies.

Chief Operations Officer

Automobile Club of Southern California

Responsible and accountable for the development of the AAA Mobile app. Collaborated with various strategic development partners to design, develop and deploy App. Drove and set priorities, milestones, requirements, and ensured features were in alignment with the strategic business objectives of AAA.

Sr. Product Manager - Mobile Application

Next Day Flyers

As the manager of an eight-member Marketing Operations team at NextDayFlyers, I steered the tactical execution of products and services on the ecommerce platform. In collaboration with Dev, manufacturing, and executive teams, we successfully aligned priorities and requirements with strategic business goals, thus maximizing team performance and productivity.

Marketing Operations Manager

M2 Technical Services Inc.

Managed due diligence for potential investments for The Sentient Group, a major private equity firm with $2.3 billion in global resource projects.

Sr. Product Manager /Consultant

Ultimate Truck and Auto Accessories

Responsible for the design, development, deployment of two eCommerce web sites - www.ultimatetruck.com and www.ultimateoutdoor.com. Developed marketing strategy to build brand awareness, traffic and conversions of users. Decisive leader of all technical initiatives of the organization.

Director of eCommerce

AutoAnything

Managed merchandising team accountable for implementing, maintaining and managing new and existing products on eCommerce site.  Communicated with the executive team, vendors, and internal departments to coordinate overall merchandising efforts in accordance with corporate strategy and revenue goals.

Manager

MP3.com

Planned and managed the development, testing, launch and operation of products and services designed to increase traffic, build user communities that all generate revenue. Analyzed success metrics and made adjustments to service as necessary.

Senior Product Manager

Ever wondered why some companies thrive while others merely survive? The difference might be closer than you think.

Many organizations grapple with aligning their business objectives to operational execution, leading to missed opportunities and stagnant growth. CEOs and executives often find themselves overwhelmed by complex market dynamics, struggling to foster high-performing teams essential for innovation and profitability.

Imagine leading an organization where strategic goals seamlessly translate into exceptional results. Your teams are not just performing—they're excelling—propelling your company to new heights of revenue and market expansion. Picture navigating complex business environments with confidence, backed by innovative strategies that place your company ahead of the competition.

With over 23 years of executive leadership experience, I specialize in transforming organizations by aligning business objectives with effective operational execution. My expertise includes developing and implementing innovative business strategies that exceed revenue and market goals. By fostering cultures of excellence and collaboration, I build and lead high-performing teams equipped to tackle today's fast-paced markets. Leveraging deep market insights and financial acumen, I navigate complex business environments, identify growth opportunities, and position organizations ahead of industry trends.

Ready to transform your organization and achieve remarkable success? Let's connect. Send me a message or schedule a meeting to discuss how we can align your business objectives with actionable strategies for growth.

Derrick Josten

iWealth Tax

As the Managing Director of iWealth Tax, I am entrusted with steering the strategic vision and operational success of the organization. My role is centered around driving growth, fostering client relationships, and ensuring excellence in service delivery.

iWealth Tax is a trusted tax planning and advisory firm committed to providing tailored solutions that empower businesses and individuals to achieve their financial goals. Our services include tax preparation, tax planning and consulting, delivered with precision and professionalism.

Managing Director

Independent Wealth Connections

At Independent Wealth Connections, we are committed to providing our clients with cost-effective and client-centered wealth management solutions. We specialize in working with family-owned businesses and affluent individuals to help them build, manage, preserve and transfer their wealth.

Financial Consultant email: donald.morgan@iWealthConnect.com

Civil Air Patrol

Captain - Development Director- Volunteer - Spokane Composite Squadron

NAIFA

Board Member

Allied Pathology

Prepared chart of accounts and basic financial structure working closely with in house counsel. Monitored, analyzed and discussed financial fitness with management on a regular basis.

Chief Financial Officer

UBS Wealth Management

Account Vice President

Smith Barney

Financial Planning Specialist

Resource Computing

Created and ran sales team, especially focused on automating the retail small business community via point-of-sale, inventory control and accounting packages.

Sales Manager

North Idaho Credit

Managed sales efforts and new business development. Created the Mortgage Credit Division and added online capabilities in electronic check verification.

Director of Marketing and Business Development

Coast MedCom

Founder and CEO of a boutique financial services firm specializing in medical, commercial and casino consulting in the areas of accounts receivable, business office management and risk management.

President

Take Control of Your Future Now! Call Donald Morgan at Independent Wealth Connections – 509– 931– 1088

What if your financial legacy could empower your family and business for generations? 🌟

At Independent Wealth Connections, we turn complex financial challenges into tailored strategies that secure your legacy, reduce tax liabilities, and preserve wealth for the future. Specializing in multigenerational wealth transfer and strategic tax planning, we help family business owners and entrepreneurs navigate their unique financial landscapes with confidence.

What Sets Us Apart?
Innovative Tax Strategies: Expertise in leveraging advanced retirement planning, including Solo 401(k) and Solo Defined Benefit plans, resulting in up to $768,000 in taxable income reductions for family businesses.

Tailored Solutions: Wealth management strategies designed around your family and business goals, ensuring alignment and peace of mind.

Legacy-Focused Planning: Solutions crafted to protect your wealth and seamlessly transition it across generations.

Real Results. Real Impact.
📈 Reduced a family business's taxable income by $768,000 and enabled $632,000 in strategic retirement contributions, driving wealth growth and stability.
🏦 Supported a high-net-worth entrepreneur in preserving assets with creditor-protected ownership structures that survived a difficult legal battle, ensuring long-term financial security.
💼 Guided multi-generational family businesses through tax-efficient succession planning, saving over $500,000 in potential tax liabilities, and now supporting the establishment of their family office for long-term wealth management.
Why Work With Us?
Personalized Approach: Your goals are unique, and so are our solutions.
Proven Expertise: Over 15 years of experience empowering families and businesses to achieve financial excellence.
Proactive Support: Navigate changes in tax laws and markets with strategies that stay one step ahead.
✨ Ready to secure your financial future and build a lasting legacy?

📅 Schedule your free consultation today or connect with me here on LinkedIn. Let’s craft your success story together! 🚀

Here is my calendar https://go.oncehub.com/DonaldMorgan

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Derrick Josten

Donald Morgan, AIF®

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