Dylan Morris Email and Phone Number

- 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.

- 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.

- 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.