Morgan Cortens Email & Phone Number

Chicago, IL, US

Chicago, Illinois, United States

Chicago, Illinois, United States

Pittsburgh, Pennsylvania, United States

• Supported Treasury Management Officers on the Pennsylvania Commercial Market in providing clients with streamlined and robust receivables, payables, and liquidity solutions
• Assisted Relationship Managers in prospecting efforts in line with PNC Treasury Management’s goal to grow the company’s Pennsylvania market share through in-depth industry and company specific research sourced from.
• Created deliverables of client account activity for Treasury Management Officers to conduct relationship reviews

Newport Beach, California, United States

• Created a cost approach valuation through in-depth target market research for a client’s opinion of valuation
• Screened venture capital firms for a potential fit with the respect to the funding of various CB Capital clients seeking seed and series A financing, and organized them into a database for internal use
• Worked extensively with senior analysts, participated in conference calls, organized slide decks, and engaged in the creation of comparative company analyses and DCF models

Newport Beach, California

• Gained first-hand insight into proper asset allocation techniques and how investment managers decrease portfolio risk for their clients
• Assisted advisors in the creation and organization of final quarterly reports, including client’s asset allocation and overall portfolio performance
• Onloaded 75 new clients into the firm by filling out account holder profiles containing current financial information and investment goals and objectives

Irvine, California

• Reconciled retirement plan trust transactions and review Qualified Defined Contribution Plan Documents and Plan Amendments to assist in Restatement of Plan Documents
• Completed Defined Benefit Pension Pension Plan premium filings with the Pension Benefit Guaranty Corporation
• Shadowed the CEO daily to gain insight into the fields of financial planning and qualified retirement plan designs and strategies

Newport Beach, California

• Improved swimming skills of children by teaching stroke technique and helping develop confidence in the water
• Motivated and mentored young swimmers to swim competitively, maintain fitness and achieve personal goals
• Assisted the head coach in planning practices and competitions, as well as managing younger groups of swimmers

Bachelor Of Science - Bs, Accounting And Finance, Senior

Activities and Societies: Beta Sigma Psi, Emerging Markets Club, Sports Marketing Alliance, Intramural Champion Student in Indiana.

Education record

Activities and Societies: Speech & Debate Team, Future Business Leaders of America, Men's Basketball and Indoor Volleyball