Alissa Morgan Email & Phone Number
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.
Email format at SYM Financial Advisors
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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.
Alissa Morgan's current company
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Alissa Morgan work experience
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Head Teller
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.
Rbt
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.
Sales Associate
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.
Assistant Manager
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.
Colleagues at SYM Financial Advisors
Other employees you can reach at sym.com. View company contacts for 62 employees →
Hannah Eckert, Cfp®
Colleague at Sym Financial AdvisorsFort Wayne, Indiana, United States
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Kim Harvey, Mba
Colleague at Sym Financial AdvisorsGreater Saginaw-Midland-Bay City Area, United States
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Logan Vinson
Colleague at Sym Financial AdvisorsGreater Fort Wayne, United States
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Adam Nadeau
Colleague at Sym Financial AdvisorsBuffalo, New York, United States
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Natalie Deatsman
Colleague at Sym Financial AdvisorsBeaverton, Michigan, United States
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Betsy Didier
Colleague at Sym Financial AdvisorsFort Wayne, Indiana, United States
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Elsie Dominguez
Colleague at Sym Financial AdvisorsUnited States
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Julie Shepherd, Fpqp™
Colleague at Sym Financial AdvisorsWarsaw, Indiana, United States
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Jessica Way, Fpqp™
Colleague at Sym Financial AdvisorsMidland, Michigan, United States
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Tyler D. Snover, Cfp®
Colleague at Sym Financial AdvisorsGreater Saginaw-Midland-Bay City Area, United States
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Alissa Morgan education
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?
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What schools did Alissa Morgan attend?
Alissa Morgan holds Bachelor'S Degree, Accounting And Finance from Purdue University Fort Wayne.
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