Morgan Masters Email & Phone Number

Charlotte, North Carolina, United States

Corporate Risk - Communications Shared Services Team

St Louis, Missouri, United States

Wealth and Investment Management - Digital Intranet Experience Team

Baldwin City, Kansas

• Managed incoming mail and delivery • Ensured accurate data entry for incoming students • Efficiently processed online new and transfer student applications • Trained new student workers

• Analyzed usability and content available in the cross-channel digital consumer experience for Wells Fargo Wealth and Investment Management relative to competitors• Identified $200,000 in annual savings through office integrations and space reductions• Created detailed planning checklists for advisors to use with clients for key scenarios such as new parent, new widow, and pre-retirement• Coached financial advisors in set up and management of LinkedIn and SocialWare profiles • Gained valuable insights into the Wealth and Investment Management line of business through networking and attending industry alumni panels• Currently studying for the SIE

Kansas City, Missouri Area

• Created a national consumer research database, validating information entry accuracy • Shadowed Managing Director in revenue reconciliation and forecasting• Backed up stored company files to a cloud-based solution• Organized half-day companywide offsite team building event• Managed office supply inventory and orders

Olathe, Kansas, United States

• Provided expert tutoring in Math and History for a student on the Autism spectrum• Acted as a social skills guide and companion at a variety of social activities• Assisted with daily occupations such as cooking and shopping

Bachelor'S Degree, Major: Finance Minors: Accounting And Economics, Senior

Activities and Societies: Theatre - Speech Choir - Phi Eta Sigma - Omicron Delta Epsilon - Delta Mu Delta - Phi Beta Delta

Study Abroad

High School Diploma