Morgan Brewer Email & Phone Number

United States

- Conduct analysis and participate in bookrunner and management discussions for municipal bond IPOs- Perform due diligence including industry and security research, and create memoranda for internal use- Maintain precedent transactions and trading comparables databases - Monitor all aspects of the underwriting process from bond issuance to transaction settlement- Perform administrative tasks to ensure the underwriting desk complies with FINRA and SEC guidelines- Trade error monitoring

United States

- Performed market research and security analysis- Bought and sold stocks, options, mutual funds and CDs for clients as per their needs - Utilized proprietary CRM tools to analyze barriers and engaged in strategic collaborative efforts with clients and management to resolve issues and disputes- Promoted and enrolled prospective clients in advisory services to drive revenue and growth- Selected as Subject Matter Expert for CRM software used to support investment specialist trainees - Constructed Excel reports of monthly performance goals based on business metrics and presented findings to senior management to improve performance- Supplied information to clients and financial advisors via interfacing between multiple front-office and back-office database programs and applications- Resolved an average of 200 inquiries in any given week and consistently met performance benchmarks in all areas (adherence, accuracy and obtaining new assets)