Alissa Morgan
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Alissa Morgan Email & Phone Number

Client Service Representative | Honors Student at Purdue Fort Wayne University at SYM Financial Advisors
Location: Fort Wayne, Indiana, United States 5 work roles 1 school
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Current company
Role
Client Service Representative | Honors Student at Purdue Fort Wayne University
Location
Fort Wayne, Indiana, United States
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Who is Alissa Morgan? Overview

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Alissa Morgan is listed as Client Service Representative | Honors Student at Purdue Fort Wayne University at SYM Financial Advisors, a with 62 employees, based in Fort Wayne, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Alissa Morgan.

Alissa Morgan previously worked as Client Service Representative at Sym Financial Advisors and Head Teller at First Federal Savings Bank. Alissa Morgan holds Bachelor'S Degree, Accounting And Finance from Purdue University Fort Wayne.

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Email format at SYM Financial Advisors

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SYM Financial Advisors

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Profile bio

About Alissa Morgan

I am currently attending Purdue University Fort Wayne. I’m majoring in Finance with a minor in Economics. I currently attend school with the intention of being a Financial Advisor. I have a strong passion for helping people live the happiest life they can. Financial security helps relive so much stress and promotes happiness.

Current workplace

Alissa Morgan's current company

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SYM Financial Advisors
Sym Financial Advisors
Client Service Representative | Honors Student at Purdue Fort Wayne University
winona lake, indiana, united states
Website
Employees
62
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5 roles

Alissa Morgan work experience

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Head Teller

Huntington, Indiana, United States

I am responsible for balancing the vault, leading shifts and preforming financial transactions for my customers. I also preform monthly cash box audits on Tellers I am responsible for. This job has strengthened my communication skills and taught me how to provide excellent sales and customer service through the Haberfeld training course along with in person interactions.

Feb 2024 - Jun 2024

Rbt

Fort Wayne, Indiana, United States

I provide direct one-on-one care to my clients. I care for my clients with compassion and understanding. at his job requires strong communication skills and adaptability. I assist in the training on staff to promote the most functional life for my clients. I collect and record data with accurate fidelity.

Oct 2022 - Feb 2024

Sales Associate

Fort Wayne, Indiana, United States

This job allows me to provide excellent customer service, process payments by totaling purchases, processing cash, debit and credit cards. Greeting all customers with a smile and welcoming phrase. Using my product knowledge to upsell, and make sure customers get what they need and want.

Aug 2022 - Jan 2024

Assistant Manager

Fort Wayne, Indiana, United States

My duties consisted of managing cash flow, ordering products needed, training new employees, and cleaning store to health code standards daily. As an assistant manager I ensured my staff was properly trained to promote customer satisfaction and a positive work environment. During closing shifts my responsibilities were counting cash registers down, ensuring all deposits, extra change, and the safe were accurately accounted for.

Feb 2021 - Jun 2022
Team & coworkers

Colleagues at SYM Financial Advisors

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1 education record

Alissa Morgan education

FAQ

Frequently asked questions about Alissa Morgan

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What company does Alissa Morgan work for?

Alissa Morgan works for SYM Financial Advisors.

What is Alissa Morgan's role at SYM Financial Advisors?

Alissa Morgan is listed as Client Service Representative | Honors Student at Purdue Fort Wayne University at SYM Financial Advisors.

Where is Alissa Morgan based?

Alissa Morgan is based in Fort Wayne, Indiana, United States while working with SYM Financial Advisors.

What companies has Alissa Morgan worked for?

Alissa Morgan has worked for Sym Financial Advisors, First Federal Savings Bank, Possibilities Northeast, Llc, Sweet Treats Candy Shop, and Wetzel'S Pretzels, Llc.

Who are Alissa Morgan's colleagues at SYM Financial Advisors?

Alissa Morgan's colleagues at SYM Financial Advisors include Hannah Eckert, Cfp®, Kim Harvey, Mba, Logan Vinson, Adam Nadeau, and Natalie Deatsman.

How can I contact Alissa Morgan?

You can use AeroLeads to view verified contact signals for Alissa Morgan at SYM Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Alissa Morgan attend?

Alissa Morgan holds Bachelor'S Degree, Accounting And Finance from Purdue University Fort Wayne.

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