People are the driving force behind Trucordia.
Felix Morgan is Chief Executive Officer and board member of Trucordia, a top 20 U.S. insurance brokerage offering a broad array of commercial and personal lines, life and employee benefits insurance solutions.
Under Felix’s leadership, Trucordia is undergoing a multi-year transformation to become the nation’s next great insurance brokerage delivering exceptional insurance solutions and customer service. Ongoing integration and unification efforts across the company’s people, processes, and platforms are building a foundation for operational excellence and sustained growth. Today, Trucordia’s 5,000 employees in more than 200 offices serve 415,000 clients.
Felix has more than two decades of experience of increasing long-term company value by developing and leading high-performing teams, improving financial performance, driving growth and expansion, and delivering meaningful financial transactions. He joined Trucordia in 2021 as Chief Financial Officer and Chief Operating Officer. During this time, he positioned Trucordia to pursue a more ambitious strategic vision through a $2.2 billion management buyout.
Prior to joining Trucordia, Felix was Chief Financial Officer at Cotiviti where he led the successful execution of a $5 billion transaction that took the public company private. As Director of Finance at Ancestry, he designed and implemented financial measures that resulted in double digit annual growth and played a key management role in preparing the company for its initial public offering. He also held executive roles at CareXM, Aetna’s population health technology business, and Henry Schein.
Following a volunteer mission for the Church of Jesus Christ of Latter-day Saints, Felix received a Bachelor of Science degree in business and accounting from Utah Valley University and a master’s in business administration from Utah State University. He lives in Springville, Utah with his wife, Wendy. They have four children.