Alonzo Jackson Email and Phone Number
With over half a decade of experience in the financial industry, currently working as a Client Operations Associate with Morgan Stanley. There, I update client data along with collaborating and partnering with multiple teams internally to ensure our regulatory requirements are satisfied.An alum of the University of Delaware, majoring in Management Information Systems (MIS) with a minor in International Business. Looking to expand resources, learn and connect.
Invita Healthcare Technologies
View- Website:
- morganstanley.com
- Employees:
- 78669
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Financial AnalystInvita Healthcare TechnologiesHanover, Md, Us -
Client Onboarding And Regulatory Services AssociateMorgan Stanley Nov 2018 - PresentBaltimore, Maryland AreaPromoted to associate role in January 2021Worked in multiple regulatory spaces including Dodd Frank, SMMP, FINRA and QIB (Qualified Institutional Buyer)Wrote or updated standard operating procedures, work instructions or policiesInterpreted regulatory rules or rule changes and communicated with others through corporate policies and procedures Responsible for updating client data, conducting regulatory checks for accounts and working with multiple downstream teams to ensure all regulatory requirements are satisfiedServed as a mentor to upcoming summer interns from 2019-2021. -
TellerWells Fargo Mar 2018 - Oct 2018Received deposits and loan payments and processed themCashed checks and made customer withdrawals.Performed end-of-shift drawer counts and reconciliations.
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Tech ConsultantOffice Depot Jun 2017 - Aug 2017• Assisted customers with selling and fixing technology.• Utilized advanced setting skills to meet customers' needs.• Ensured freight was processed efficiently to maximize product service levels. -
University Of Delaware- Student WorkerAramark Sep 2016 - May 2017• Opened and closed store while collaborating with co-workers to ensure all duties were met.• Provided top-quality service to customers, and assisted managers with training staff and delegating tasks to fellow employees.
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Benefits Consultant- InternAflac Jun 2016 - Jul 2016Baltimore, Maryland AreaCompleted a summer internship with Aflac as a Benefits Consultant. Aflac is a business to business company that provides employers a way to offer additional benefits to their employees at no cost, helping with attraction and retention and providing a saving on payroll taxes. -
BusserPanera Bread Dec 2014 - Aug 2015Cleaned dining room and restrooms. Washed all dishes in addition to making teas and coffee. Handled trash duty and refilled necessary products.
Alonzo Jackson Education Details
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Graduate -
Eastern Technical High SchoolBusiness
Frequently Asked Questions about Alonzo Jackson
What company does Alonzo Jackson work for?
Alonzo Jackson works for Invita Healthcare Technologies
What is Alonzo Jackson's role at the current company?
Alonzo Jackson's current role is Financial Analyst.
What schools did Alonzo Jackson attend?
Alonzo Jackson attended University Of Delaware, Eastern Technical High School.
Who are Alonzo Jackson's colleagues?
Alonzo Jackson's colleagues are Y N Harish, Graydon Narang, Brigette Noh, Julie Huff, Alexandre S., Rutuja Mahajan, Matt Peacock.
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