Jasmine Morgan

Jasmine Morgan Email and Phone Number

Financial Concierge at Washington Trust Bank | Chapman University Alumni - BS in Business Finance, Law Minor @ Washington Trust Bank
spokane, washington, united states
Jasmine Morgan's Location
Vancouver, Washington, United States, United States
Jasmine Morgan's Contact Details

Jasmine Morgan work email

Jasmine Morgan personal email

n/a
About Jasmine Morgan

I am a dedicated financial professional with a BS in Business Finance and a minor in Law from Chapman University. Currently, I serve as a Universal Banker at Washington Trust Bank, where I leverage my financial expertise to provide tailored solutions and exceptional service to our clients. As a goal-oriented individual, I am dedicated to ensuring high quality service, developing professional relationships, and providing a work ethic that exceeds expectations. I am passionate about helping my community achieve their financial goals.

Jasmine Morgan's Current Company Details
Washington Trust Bank

Washington Trust Bank

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Financial Concierge at Washington Trust Bank | Chapman University Alumni - BS in Business Finance, Law Minor
spokane, washington, united states
Website:
watrust.com
Employees:
927
Jasmine Morgan Work Experience Details
  • Washington Trust Bank
    Financial Concierge I
    Washington Trust Bank Aug 2024 - Present
    *Manage and open new client and business accounts *Perform teller, new account and lending responsibilities*Provide individual sales and service strategies and participate in retail driven sales strategies*Provide financial literacy to nonprofit organizations
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  • Seh America
    Finance Accounting Intern
    Seh America Jun 2023 - Aug 2023
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  • Kappa Kappa Gamma
    New Member Chairwoman
    Kappa Kappa Gamma Sep 2022 - Feb 2023
    *Provided continued education and support to new members throughout their first year of membership in Kappa Kappa Gamma.*Planned, budgeted, and executed our Bid Day event post-recruitment, to welcome our 2023 new members*Served as a member of the Standards Committee
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  • Markee Valuations, Llc
    Junior Analyst
    Markee Valuations, Llc Jun 2022 - Aug 2022
    Vancouver, Washington, United States
    Worked as a junior analyst in preparation of business valuation services for a variety of reasons including gift & estate planning, litigation, marital dissolution, business planning, sale, bankruptcy, bank financing, and stock compensation reporting.*Inputted various financial documents into the business model for analysis*Researched and prepared economic write-ups at the National, State, and local level*Assisted Owner, Laura Markee with a published news article*Wrote property descriptions
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  • Sports + Lifestyle Unlimited
    Model
    Sports + Lifestyle Unlimited Jun 2015 - Jun 2022
    Vancouver, Washington, United States
    *Met with creatives and agents for auditions and planning shoots*Appeared in advertisements, commercials, and magazines for well known companies including AT&T, Nike, and Target
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  • Margaritafactory
    Hostess
    Margaritafactory Jun 2021 - Aug 2021
    Vancouver, Washington, United States
    *Monitored server balance, assisted other employees as needed, and table turnover to accurately seat customers and keep customers happy*Cultivated positive guest relations by warmly greeting guests, managing information, and orchestrating speedy seating *Collected credit card, cash and gift certificate payments and dispensed change for cash transactions *Properly answered and organized online orders, reservations, and phone calls
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  • We Plan It
    Event Planning Intern
    We Plan It May 2020 - Aug 2021
    Vancouver, Washington, United States
    *Evaluated inventory reports to plan for reservations and meet the demands for rentals *Analyzed phone and online orders to plan for delivery and meetings*Participated in meetings to discuss event planning details and budgets of customers*Collaborated with a team to design a floor plan for the event venue
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Jasmine Morgan Education Details

Frequently Asked Questions about Jasmine Morgan

What company does Jasmine Morgan work for?

Jasmine Morgan works for Washington Trust Bank

What is Jasmine Morgan's role at the current company?

Jasmine Morgan's current role is Financial Concierge at Washington Trust Bank | Chapman University Alumni - BS in Business Finance, Law Minor.

What is Jasmine Morgan's email address?

Jasmine Morgan's email address is ja****@****ons.com

What schools did Jasmine Morgan attend?

Jasmine Morgan attended Chapman University, Seton Catholic College Preparatory High School.

Who are Jasmine Morgan's colleagues?

Jasmine Morgan's colleagues are John Getman, Jen Ashenberner, Kylee Strunk, Jessica Wood, Erica Powell, Kevin Bedlington, Kinsey Mennitt.

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