Joseph Coates

Joseph Coates Email and Phone Number

Investment Banking Associate at Morgan Stanley @ Morgan Stanley
New York City
Joseph Coates's Location
San Francisco, California, United States, United States
Joseph Coates's Contact Details

Joseph Coates work email

Joseph Coates personal email

n/a
About Joseph Coates

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.

Joseph Coates's Current Company Details
Morgan Stanley

Morgan Stanley

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Investment Banking Associate at Morgan Stanley
New York City
Employees:
501
Company phone:
(212)761-4000
Joseph Coates Work Experience Details
  • Morgan Stanley
    Investment Banking Associate
    Morgan Stanley Jan 2024 - Present
    New York, Ny, Us
  • Morgan Stanley
    Investment Banking Analyst
    Morgan Stanley Mar 2021 - Jan 2024
    New York, Ny, Us
    Healthcare Public Finance
  • Morgan Stanley
    Public Finance Investment Banking Summer Analyst
    Morgan Stanley Jun 2020 - Aug 2020
    New York, Ny, Us
  • The Kingsley Club
    Caddie
    The Kingsley Club Jun 2017 - Aug 2020
  • Crystal Downs Country Club
    Level A Caddie
    Crystal Downs Country Club May 2016 - Aug 2020
  • Michiganensian Yearbook
    Director, Business Operations
    Michiganensian Yearbook Apr 2018 - Apr 2020
    Ann Arbor, Michigan, Us
    Serving 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
  • Michiganensian Yearbook
    Business Analyst
    Michiganensian Yearbook Aug 2016 - Apr 2018
    Ann Arbor, Michigan, Us
  • Discover Financial Services
    Payments Risk Management Summer Analyst
    Discover Financial Services May 2019 - Aug 2019
    Riverwoods, 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
  • Briarwood Country Club
    Master Caddie
    Briarwood Country Club May 2019 - Aug 2019
  • University Of Michigan
    Resident Advisor
    University Of Michigan Jan 2018 - May 2019
    Ann Arbor, Michigan, Us
  • Traverse City Golf & Country Club
    Bag And Cart Attendant
    Traverse City Golf & Country Club Apr 2016 - Jun 2017
  • University Of Michigan
    Finance Intern
    University Of Michigan Dec 2016 - Feb 2017
    Ann Arbor, Michigan, Us
    As 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

Management Leadership High Energy Level Passionate Calculus Statistics Customer Service Business Strategy C++ Team Leadership Communication Time Management Inventory Management Analytical Skills Python Microsoft Excel Problem Solving Strategic Thinking Data Scraping Collaborative Leadership Cross Functional Coordination Equity Trading

Joseph Coates Education Details

  • University Of Michigan
    University Of Michigan
    Mathematics 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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