Steve Morrell

Energizer
DISC Type : I

Interim Chief Financial Officer at CEA CAPA Education Abroad

Scottsdale, Arizona, United States

Overview

Steve is a highly accomplished CFO with an MBA from Duke University, specializing in private equity-backed companies. He has extensive experience in developing high-performing finance departments, driving financial strategy, and managing multiple successful exits and integrations across the services, energy, and education sectors.

He successfully guided an oil field services firm through the COVID-19 downturn where revenue dropped 90%, preserving the business for an eventual buyout.

Personality Overview

Relationship Oriented

Enthusiastic

Imaginative

They are really good at seeing what the long-term impacts of their decisions could be.  They are friendly, approachable and love to make new connections. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

PE-Backed Growth
His career focuses on creating value, improving cash flow, and driving sustainable growth for private equity-backed companies.
Financial Integration
At Crestone Services Group, he was heavily focused on integrating seven companies, including ERP implementation and building synergies.
Turnaround Management
He guided a company through a 90% revenue drop during the COVID-19 pandemic, returning the business to profitability.

Media Appearances

Steve has no verified media appearances

Work History

1-2026
Interim Chief Financial Officer at CEA CAPA Education Abroad
8-2022 - 2-2025
Chief Financial Officer at Crestone Services Group
6-2021 - 2-2022
Chief Financial Officer at G2 Integrated Solutions
9-2020 - 8-2021
Financial Consultant at Energy Fishing and Rental Services, Inc
9-2019 - 8-2020
Chief Financial Officer at Energy Fishing and Rental Services, Inc

Education

1992 - 1994
MBA from Duke University - The Fuqua School of Business
1981 - 1985
BA from University of Rochester

More Information

Social Presence :

Prographics :

Exp : 31 Location : Scottsdale, Arizona, United States Job Level : Leadership Designation : Interim Chief Financial Officer at CEA CAPA Education Abroad
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Talk about their team and how your product will help them do things better and easier
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid cutting into their flow
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Steve

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Steve take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Steve

Personality Compatibility


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