Licensed Associate providing Morgan Stanley Financial Advisors with dedicated marketing and communication to promote growth. Operating as an extension of the Financial Advisor's Team, I develop and execute digital marketing and communication strategies across web, social media and email that strengthens their digital presence and elevates the client experience.

Identified reimbursement discrepancies resulting in an annual savings of $100KDeveloped cost-effective dispensing practices which increased usage longevity by 3 months and saved the company $50K annually on controlled substance expensesReduced departmental spending by 15% by collaborating with team on reducing re-occurence of incorrectly logged delivery feesEngaged in weekly meetings with the CEO and manager to set agendas and troubleshoot bottlenecks in the system; increasing departmental output by 20%Fulfilled medication needs of 500+ patients daily, boosting customer satisfaction by 70%Oversaw 200 deliveries daily in coordination with the dispatchers to fulfill the company’s delivery quotasFacilitated translation services in 5 languages for 100 patients per day, ensuring accurate patient careHead Technician - organized team of 4 technicians to achieve daily objectives, meeting delivery quotas, and maintained a medication inventory of over 800 medications

Identified reimbursement discrepancies resulting in an annual savings of $100KDeveloped cost-effective dispensing practices which increased usage longevity by 3 months and saved the company $50K annually on controlled substance expensesReduced departmental spending by 15% by collaborating with team on reducing re-occurence of incorrectly logged delivery feesEngaged in weekly meetings with the CEO and manager to set agendas and troubleshoot bottlenecks in the system; increasing departmental output by 20%Fulfilled medication needs of 500+ patients daily, boosting customer satisfaction by 70%Oversaw 200 deliveries daily in coordination with the dispatchers to fulfill the company’s delivery quotasFacilitated translation services in 5 languages for 50 patients per day, ensuring accurate patient careHead Technician - organized team of 4 technicians to achieve daily objectives, meeting delivery quotas, and maintained a medication inventory of over 800 medications

Worked alongside a team of financial advisors to create a financial plan for mock-prospective clients which included tailored investment strategies and presented a pitch-deck to Morgan Stanley executives and financial advisorsGenerated an analysis of the performance of 44 Western Long Island Financial Advisor teams based on their marketing in three areas of business: CDs, preferred savings, and high-networth client generational accountsAnalyzed a data set with 1,800 Morgan Stanley Financial Advisor teams and determined a method to evaluate historical vs. T-12 performance using a forecast modelCreated an interactive excel model that allows Financial Advisors to forecast vesting dates based on 200,000 stock plan participantsDeveloped a real-time excel model that calculates the total stock plan notional value for all S&P 500 companies based on extracted 10-K and market dataUsed Coverage Central to identify which companies on the S&P 500 were available and then utilized Zoom-info to generate points of contact for the financial advisorsHelped VP of Legacy Group onboard a client with $82,000 in assetsFormatted a client profile template on excel based on the line of questioning for ease of use going forwardCoordinated a team of 3 wealth management interns and set-up daily check-ins to complete assigned projects