• Leveraged digital tools and company procedures to enhance client experience in navigating their financial needs.• Collaborated with Financial Advisors to provide solutions across MS products and services, ensuring clients received efficient and professional advice.• Utilized data insights from client interactions to identify opportunities for improving client relationships.• Applied risk management techniques by adhering to firm policies, recognizing risks, and implementing measures to mitigate identity theft and fraud.

• Worked as dedicated lead consultant embedded in Morgan Stanley’s Reengineering and Expense Management team, directly contributing to the optimization of expense management processes and strategic cost reduction initiatives.• Conducted meticulous analysis of financial performance indicators and reports to ensure strict adherence to established procedures and guidelines.• Contributed to the development and implementation of quality management reporting mechanisms, significantly enhancing business performance from 84% to 93% for FY 2023.• Orchestrated core financial functions, including billing, accounting, record-keeping, and amortization processes, ensuring seamless and accurate operations.• Produced concise financial summaries and proactively investigated variances against budgetary benchmarks, facilitating informed decision-making.• Conducted detailed examinations of financial statements to identify anomalies or overdue items, and subsequently formulated corrective action plans.

• Drove the sales process and outcomes on a dedicated basis, growing a profitable pipeline and backlog of sales, through deal organization, sales negotiations, and closure.• Navigated through organizations and conducted research to identify business leaders and decision-making authority.• Transferred enriched opportunities to appropriate teams for closing during supporting roles for Sage Financial & Vodaphone.• I led a team through Vodaphone enrichment process.

• Grew sales revenue in Atlanta Market by 10% producing over 500k in 5 Months in Revenue. • led meetings with potential clients and find the best product based on budget. • Grew Client acquisition and client retention. Building and negotiating terms. • Built a Sales Pipeline to track and forecast Sales revenue. • Processed contracts and order forms. • Conducted outreach to potential & target clients through Market research.