Alex Moris Email & Phone Number

New York City Metropolitan Area

New York City Metropolitan Area

- Oversee escalated tickets and initiatives to help improve our team’s daily workflow- Manage, create, and update our team’s various internal tools and resources- Serve as a knowledge resource for the team and help answer any questions- Lead new hire trainings and continuing education sessions

New York City Metropolitan Area

- Review and process customer requests to secure extra coverage for their high-value items- Track customer feedback and present ideas for product improvement to our internal teams- Train the onboarding class of new hires to be more efficient and prepared for their roles- Create tools and resources to help improve the daily workflow of my team members

Greater New York City Area

As a Lemonade Maker, this position focuses on assisting policyholders with scheduling their high valued items by embracing company values of trust, transparency and efficiency.

Greater New York City Area

As a CX Temp, I provided delightful experiences with customers as they sought to manage their insurance policies and learn more about how their policy worked for their everyday needs. This position required working collaboratively with members of the CX and Underwriting teams to meet customer needs. All the while, making a social impact through Lemonade’s.

Greater New York City Area

- Manage and represent talented independent musicians within the Greater NYC area- Promote music releases, upcoming shows and any general achievements via social media- Network and connect with venues, blogs and radio stations to maximize exposure for artists- Book shows/engagements and record live footage for promotional purposes- Design and manage.

Greater New York City Area

- Covered investment management clients within the mid-Atlantic region - Developed and executed account plans for growing my existing book of business- Implemented strategies to gain footprints into new/untapped accounts within my territory- Updated clients on any recent enhancements or new offerings to increase adoption and sales

Greater New York City Area

- Provided client and sales support for over 100 accounts within various sectors- Led in-depth training sessions on the S&P Capital IQ product for existing & potential clients- Implemented strategies to improve utilization for clients with low usage- Uncovered sales opportunities within my book of business via sales calls/meetings

Greater New York City Area

- Provided coverage & analyses for IT services, BPO, processing & data/analytics companies- Performed comprehensive valuation analyses using DCF, LBO and M&A models- Prepared and updated precedent transactions & comparable companies analyses- Drafted presentations and documents for mandated and prospective advisory engagements

Hartford, Connecticut Area

- Developed and led review sessions 1-2x a week to assist students in their studies- Graded 15-40 homework assignments per week for Linear Algebra and Calculus courses

Hartford, Connecticut Area

- Supervised co-ed hall of over 60 Wesleyan students- Managed budget of $1,100+ for dormitory activities and the residents’ needs- Assigned housing to over 800 Wesleyan students based on preferences

Bachelor Of Arts (B.A.), Economics, Mathematics

Activities and Societies: Wesleyan Investment Group, Ajua Campos

English, Mathematics, Spanish

Activities and Societies: AflatamProvided full, four year scholarship