Domingo Morales Email and Phone Number
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With 10 years of experience as a Wealth Management Client Associate, serving as Chief Technology Officer and Chief Marketing Officer for Walters Bailey Associates, one of the top wealth management teams in the Philadelphia suburban area, I specialize in client digital engagement and event coordination for ultra-high net worth clients. I manage communication, instruction and implementation of technology updates, marketing strategies, and client relationship initiatives. I play a key role in recommending LinkedIn content for financial advisors, enhancing online presence accuracy, and coordinating major internal campaigns. I’m also deeply involved in diversity and inclusion initiatives, fostering leadership advancement within the LGBTQ+, Latino and Hispanic communities.
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Wealth Management Client AssociateMerrill LynchPhiladelphia, Pa, Us -
Officer; Wealth Management Client AssociateMerrill Lynch Jan 2015 - PresentPhiladelphia, Pennsylvania, United StatesChief Technology Officer & Chief Marketing Officer | Walters Bailey AssociatesEvent Coordination & Client Engagement: Orchestrate over 1000 client meetings and events annually. Events range from portfolio reviews, estate planning meetings, philanthropic events, client gatherings to large-scale presentations. Manage logistics for annual, semi-annual, and quarterly reviews. Plan high-level team events, client dinners, and fellowship events. Oversee travel logistics for advisors, ensuring accommodations, transport, and event schedules are impeccably organized. Leverage AV technology to ensure high-quality virtual and in-person presentations, enhancing client experiences and engagement.Design & Graphic Support: Lead the design and creation of professional presentations for both internal use and client-facing engagements, ensuring visual clarity and brand consistency. Develope graphic designs for various marketing materials, including flyers and event promotions. Design branded internal and client presentations to effectively communicate complex financial concepts and strategies. Create visually compelling graphics for promotional materials, including flyers for events, presentations, and other marketing campaigns.IT Support & Team Training: Act as the primary IT support for teammates and office members, ensuring smooth operation of all digital tools and systems. Provide troubleshooting assistance, technical guidance, and training on new technology implementations across the team. Resolve day-to-day technical issues related to online portals, software, and mobile applications, improving team efficiency. Deliver training and educational sessions on technology updates and digital tools. Assist teammates with Microsoft tools, including Excel, Word, and PowerPoint, enabling efficient project management. Ensure reliable access to necessary platforms for office productivity. Recognize and addressed technology gaps, offering proactive solutions to prevent disruptions. -
Client AssociateBank Of America Merrill Lynch Jan 2015 - Present -
Creative Director | CeoRandom Media Productions Sep 2011 - PresentGreater PhiladelphiaCreative Services Company | VIDEO EDITING | GRAPHIC DESIGN | PRESENTATIONS | SLIDESHOWS AND MONTAGES | WEBSITES | SOCIAL MEDIA AND PRINT MARKETINGWith over 21 years of experience in visual communications, we take pride in working with clients to find creative solutions to their personal or professional needs.
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Freelance Video EditorJanis Digital Media Jun 2008 - Jan 2015Greater Philadelphia Area· Work closely with clients and producers to create compelling videos for marketing, promotional, or educational use· Develop content, while creatively enhancing all visual aspects of given project using Photoshop and Illustrator· Edit videos using Avid Media Composer and After Effects· Oversee multiple projects at one time, while ensuring each is on schedule· Report on the progress of the post-production process aligned with project objectives, goals, budget parameters, and quality standards· Compress video files for previews, and format high resolution files for archiving· Responsible for tracking and ingesting digital materials for all projects· Provide system administration for Avid Media Composer, including maintaining and repairing servers, media management, and backups· Management and supervision of digital file transfer operations for delivery of videos, and archival or restoration of project files
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Spanish Editor/ClassifierKantar Media Feb 2011 - Feb 2012 -
EditorTelefutura Aug 2004 - Feb 2008Coordinated post-production for Veredicto Final. Edited raw footage into final show, evaluating content and continuity, inserting graphic video beds, banners, music and images of supporting evidence. Developed 45-second “Opening Headlines” for all shows and “Teases” for all segment bump-outs. Supervised media management within Unity network and 4 Avid stations. Conceptualized and edited one-minute exposition packages for each show.Edited prime-time movies, novelas, and talk shows for Telefutura’s Programming Department, editing to specific time formats, evaluating content for indecencies and obscenities to comply with Standards and Practices’ restrictions. All operations and communications handled in Spanish.
Domingo Morales Skills
Domingo Morales Education Details
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Mass Communications, Television Production And Direction -
Mass Communication/Media Studies
Frequently Asked Questions about Domingo Morales
What company does Domingo Morales work for?
Domingo Morales works for Merrill Lynch
What is Domingo Morales's role at the current company?
Domingo Morales's current role is Wealth Management Client Associate.
What is Domingo Morales's email address?
Domingo Morales's email address is domingo.a.morales@ml.com
What is Domingo Morales's direct phone number?
Domingo Morales's direct phone number is +148488*****
What schools did Domingo Morales attend?
Domingo Morales attended University Of South Florida, Miami Dade College.
What skills is Domingo Morales known for?
Domingo Morales has skills like Video Editing, Video, Photoshop, Avid, Post Production, Videography, Avid Media Composer, Television, Video Production, Final Cut Pro, Graphic Design, After Effects.
Who are Domingo Morales's colleagues?
Domingo Morales's colleagues are Genesis Gomez, Faye Clark, Lindy Wheeler, Cathy Herr, Adam Zwemke, Cfp®, Cpfa™, Robyn Lawhon, Justin Myers.
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3bbg.org, aol.com, bbg.org
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Domingo Morales
New York, Ny3nyfa.edu, austin.rr.com, columbia.edu1 +151279XXXXX
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Domingo Morales
Bellevue, Wa
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