Morgan Lowe Email & Phone Number

Richardson, Texas, United States

• Assists Pinnacle Montessori Academy franchisee partners with finding SBA 504 and 7a loans of $5million+ to finance the construction of 15+ Pinnacle Montessori Academy franchisee locations• Assists Pinnacle Montessori Academy franchisee partners in property management such as appraisal protests, property research, and agricultural exemptions• Prepares and updates loan application documents such as pro forma financials, business plans, and cost projection budgets for Pinnacle Montessori Academy franchisee locations• Tracks the performance and financials of 11 currently operating Pinnacle Montessori Academy locations • Performs basic bookkeeping functions such as creating and sending invoices, royalty calculations and invoice management, payroll management, transaction categorization, journal entries, and pulling requested reports• Trains and manages virtual assistants from abroad in both financing and accounting activities.

Dallas, Texas, United States

• Processed sales orders, purchase orders, invoices, payments, and other business transactions in QuickBooks (Wholesale and Manufacturing Edition 2018)• Calculated job costs and quoted prices to customers in conjunction with Operations Manager• Provided customer service through phone and email correspondence• Managed filing system for all physical documents at location in Dallas

Wichita Falls, Texas Area

• Handled cash from 15 tills daily and counted it to verify the amount• Managed daily deposits between $7,000-$20,000 and financial forms• Made regular opening and closing announcements over intercom, along with irregular announcements referring to birthdays, weather conditions, and other occasional announcements•Conducted an hourly audit on the admission ticket count, sorting different tickets such as adult, child, senior, and special tickets

Burkburnett, Tx

• Counted and processed cash, checks, and debit or credit card payments through a point-of-sale system• Provided customer service by handling customer merchandise and checking them out at a rate of up to 20 items per minute, •Helped customers find item locations throughout the store while answering pricing questions about merchandise• Marketed current promotions to incoming customers

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Activities and Societies: Voices Editor • Advertises current issues of Voices around campus and the Wichita Falls community, encouraging.

Bachelor Of Business Administration - Bba, Business Administration And Management, General

British Studies Program: London