Joseph Coates Email and Phone Number
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Joseph Coates personal email
Joseph Coates is a Investment Banking Associate at Morgan Stanley at Morgan Stanley. He possess expertise in management, leadership, high energy level, passionate, calculus and 17 more skills.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 501
- Company phone:
- (212)761-4000
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Investment Banking AssociateMorgan Stanley Jan 2024 - PresentNew York, Ny, Us -
Investment Banking AnalystMorgan Stanley Mar 2021 - Jan 2024New York, Ny, UsHealthcare Public Finance -
Public Finance Investment Banking Summer AnalystMorgan Stanley Jun 2020 - Aug 2020New York, Ny, Us -
CaddieThe Kingsley Club Jun 2017 - Aug 2020
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Level A CaddieCrystal Downs Country Club May 2016 - Aug 2020 -
Director, Business OperationsMichiganensian Yearbook Apr 2018 - Apr 2020Ann Arbor, Michigan, UsServing as the Director of Business Operations for this historic publication, I oversee all aspects that contribute to the Michiganensian's $453,100+ annual revenue. Business functions I support include budgeting, product pricing, event logistics, sales analysis and forecasting, strategic marketing, supply chain and inventory management, product expansions, customer inquiries, front-end website modifications, vendor correspondence, order processing, staffing, training, and payroll for our 30+ student staff members. Additionally, I report to the Office of Student Publications Professional Board, which consists of industry leaders working at companies such as The New York Times, The Los Angeles Times, CALmatters, and more. Board meetings track the financial progress of each publication and assist student leaders with strategic planning for innovations.Key responsibilities: • Utilize current YTD sales to forecast and create annual and monthly budgets which total over $419,900 in annual revenue for 2019-2020• Communicate with national vendors to coordinate graduation regalia sale events and professional portraits for Senior students to be included in our 123-year old publication• Evaluate event logistics, website functionality, and product offerings enhancing our customer experience with an emphasis on competitive pricing and efficiencyOther Results, Impacts, and Projects:• Expanded product line, optimized event logistics, resulting in 25% increase in YoY total profit • Increased YoY event revenue by $35,100+ with strategic marketing initiatives (see below) • Implemented new, online ordering system, resulting in 460+ orders and $23,200+ in revenue• Analyzed data on seasonal sales lowering product holding costs with rolling inventory method• Developed overstock repurposing model for previous years' inventory, saving $13,100+ in expenses• Automated order processing by connecting e-commerce site to Excel, phasing out two analyst positions -
Business AnalystMichiganensian Yearbook Aug 2016 - Apr 2018Ann Arbor, Michigan, Us -
Payments Risk Management Summer AnalystDiscover Financial Services May 2019 - Aug 2019Riverwoods, Il, Us• Adapted account data compromise issuer recovery program using 5 years of fraud metrics, revising thresholds• Conducted due diligence on partners using eCredit, evaluating Risk and InfoSec controls for fraud consulting• Contributed to Account Data Compromise (ADC) fraud investigations, assisting with various cases -
Master CaddieBriarwood Country Club May 2019 - Aug 2019 -
Resident AdvisorUniversity Of Michigan Jan 2018 - May 2019Ann Arbor, Michigan, Us -
Bag And Cart AttendantTraverse City Golf & Country Club Apr 2016 - Jun 2017
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Finance InternUniversity Of Michigan Dec 2016 - Feb 2017Ann Arbor, Michigan, UsAs the first intern within this Business Office, I had the unique opportunity to analyze the financial operations of the University of Michigan - College of Literature, Sciences, and the Arts.Key responsibilities: • Standardize data storage and transfers in a shared drive between 98 different academic departments and their business offices • Utilize proprietary software and databases to compile financial statements and business reports for analysis by financial specialists • Assist with administrative tasks to establish efficiencies within the office by answering calls, handling hardcopy files, and distributing suppliesOther Results, Impacts, and Projects:• Developed a list of procedures and reference guides related to the position in order to ease the onboarding process of new interns
Joseph Coates Skills
Joseph Coates Education Details
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University Of MichiganMathematics Of Finance And Risk Management
Frequently Asked Questions about Joseph Coates
What company does Joseph Coates work for?
Joseph Coates works for Morgan Stanley
What is Joseph Coates's role at the current company?
Joseph Coates's current role is Investment Banking Associate at Morgan Stanley.
What is Joseph Coates's email address?
Joseph Coates's email address is jo****@****ley.com
What schools did Joseph Coates attend?
Joseph Coates attended University Of Michigan.
What skills is Joseph Coates known for?
Joseph Coates has skills like Management, Leadership, High Energy Level, Passionate, Calculus, Statistics, Customer Service, Business Strategy, C++, Team Leadership, Communication, Time Management.
Who are Joseph Coates's colleagues?
Joseph Coates's colleagues are Jaison Varkey, Balázs Piszkor, Mary Phillips, Gabriela Orselli, Lesley-Anne Mcglone, David Francis,cfp®, Riley M..
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