Domingo Morales

Domingo Morales Email and Phone Number

Wealth Management Client Associate @ Merrill Lynch
Philadelphia, PA, US
Domingo Morales's Location
Greater Philadelphia, United States
Domingo Morales's Contact Details
About Domingo Morales

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.

Domingo Morales's Current Company Details
Merrill Lynch

Merrill Lynch

View
Wealth Management Client Associate
Philadelphia, PA, US
Website:
ml.com
Employees:
34842
Domingo Morales Work Experience Details
  • Merrill Lynch
    Wealth Management Client Associate
    Merrill Lynch
    Philadelphia, Pa, Us
  • Merrill Lynch
    Officer; Wealth Management Client Associate
    Merrill Lynch Jan 2015 - Present
    Philadelphia, Pennsylvania, United States
    Chief 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.
  • Bank Of America Merrill Lynch
    Client Associate
    Bank Of America Merrill Lynch Jan 2015 - Present
  • Random Media Productions
    Creative Director | Ceo
    Random Media Productions Sep 2011 - Present
    Greater Philadelphia
    Creative 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.
  • Janis Digital Media
    Freelance Video Editor
    Janis Digital Media Jun 2008 - Jan 2015
    Greater 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
  • Kantar Media
    Spanish Editor/Classifier
    Kantar Media Feb 2011 - Feb 2012
  • Telefutura
    Editor
    Telefutura Aug 2004 - Feb 2008
    Coordinated 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

Video Editing Video Photoshop Avid Post Production Videography Avid Media Composer Television Video Production Final Cut Pro Graphic Design After Effects Editing Film Hd Video Non Linear Editing Sound Adobe Creative Suite

Domingo Morales Education Details

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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