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Dylan Morris is listed as Finance Student at Purdue University Daniels School of Business | Future Financial Advisor at ENCIRCLE FINANCIAL STRATEGIES, based in Indianapolis, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Dylan Morris.
Dylan Morris previously worked as Data Analyst Intern at Encircle Financial Strategies and Vice President of Student Engagement at Purdue Real Estate Society. Dylan Morris holds Bachelor Of Science - Bs, Finance, General from Purdue University Daniels School Of Business.
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Student at Purdue University studying Finance with minors in Accounting and Real Estate Finance and pursuing a Certified Financial Planner certification. Current intern at Encircle Financial Strategies. Member of the Larson Leaders Academy. Past Vice President of Student Engagement of Purdue Real Estate Society. Past academics and recruitment chair for Delta Sigma Phi. Leader. Problem Solver. Communicator.Email- Dylanjm23@gmail.com
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Indianapolis, Indiana, United States
- Created a comprehensive data form for 246 clients to organize data and assess client net worth.- Utilized financial planning software to present optimized scenarios to clients, enhancing their financial strategies. - Analyzed the company’s mutual fund investments across various risk levels, identifying underperforming funds relative to comparable options, leading to strategic reallocation to maximize returns.
- Planned multiple outreach events leading to an increase of 30 new members in the society. - Reached out to several Purdue alumni to help share their experiences in the real estate industry.- Coordinated several events with alumni to help members network and learn more about the real estate industry.
West Lafayette, Indiana, United States
- Managed the $12k budget to hold events and hit key goals while staying under budget. - Directed a team of 10 to reach out to over 200 incoming freshman to rush our fraternity. - Built a database in Excel and Google Forms to manage the incoming freshman information. - Created a marketing plan utilizing social media and internet advertising to reach incoming freshman.
Indianapolis, Indiana, United States
- Used Excel spreadsheet to track daily outcomes, including profit and inventory management.- Reduced time to close by one hour through streamlined operations.- Managed up to 4 staff members while supervising nightly closing operations.
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Dylan Morris works for ENCIRCLE FINANCIAL STRATEGIES.
Dylan Morris is listed as Finance Student at Purdue University Daniels School of Business | Future Financial Advisor at ENCIRCLE FINANCIAL STRATEGIES.
Dylan Morris is based in Indianapolis, Indiana, United States while working with ENCIRCLE FINANCIAL STRATEGIES.
Dylan Morris has worked for Encircle Financial Strategies, Purdue Real Estate Society, Delta Sigma Phi Fraternity, and Rise’N Roll.
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Dylan Morris holds Bachelor Of Science - Bs, Finance, General from Purdue University Daniels School Of Business.
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