Morgan Saylor Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Chicago, Illinois, United States

• Involved in multiple client projects that included both quantitative and qualitative based research methods; learning to develop questionnaires, program check, and assemble project deliverables• Managed a marketing project that included weekly client check-ins, developing advertising content, and analyzing social media metrics• Assessed market research data using cross-tabulations then produced charts and graphs that supported the team's observations

Cincinnati, Ohio, United States

• Used CRM to update client profiles, add notes, and compile gift lists in order to maintain a high level of client relationships• Analyzed client asset levels and organized them in Excel from most to least productive to gain clearer understanding of each Financial Advisor’s progress• Assisted with client meetings by organizing agendas, participating in meetings, and providing a synopsis of key points and next steps to the Financial Advisors

Fairfield, Ohio, United States

• Assisted customers with placing orders and product inquiries while averaging 6-8 calls per hour• Achieved goals on order entry process and trained to provide aid to customers with processing returns

Bachelor Of Business Administration - Bba, Business

Activities and Societies: Queen City Consulting, Lindner Women In Business, Delta Delta Delta Sorority, Teaching Assistant- Introduction.

Study Abroad, International Business

• Completed my International Business minor by excelling in courses focused on cross cultural management practices • Collaborated.

High School Diploma

Activities and Societies: National Honors Society, Student Athletic Advisory Board, Lacrosse Team