Devin Morales Email & Phone Number

Cottage Grove, Mn, Us

• Face to face communication with different potential customers on a daily basis• Analyzed areas finding the best opportunity to build a need and pitch for the product• Developed a sense of negotiation using creativity and critical thinking to establish a need in customers in order to sell a product• Diffused customer resistance through friendly conversation• Sold the value of services provided while maintaining a reputation set by the company

New York, Ny, Us

• Provided premier client service by building and maintaining strong relationships with Clients and other third partieso Pilot Group LLC, Mount Kellett Capital Management LP and GSO Capital Partners LP• Served as subject matter expert for Client’s policies and requirements• Assisted with the preparation and review of Financial Statements and footnotes (Quarterly and Annually)• Monitored and created reporting for clients’ daily cash activities• Created checklists to assist with month end reporting• Ensured all work was completed on schedule• Created efficiencies across multiple reports by creating training material and documenting operating models

New York, Ny, Us

• Navigated Hyperion Essbase and Radar (MS Access) systems to retrieve and compile financial data used for reporting• Updated internal reports which tracked GWM credit and banking financials, offshore rebates and revenue share• Created and monitored various exception reports in order to identify data quality issues

Accounting

Bachelor'S Degree, Accounting

Associate'S Degree, Accounting