Morgan (Weadock) Tesoriero, Cfp® Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

New York City, Us

Morristown, Nj, Us

- Coordinated client on-boardings and terminations, account openings and maintenance and money movements- Analyzed daily cash flows and implemented investment decisions for over 100 clients across multiple teams- Reviewed monthly, quarterly and ad hoc reports to ensure that hedge fund and private investment valuations are accurate - Participated in client meetings; tracked client information and meeting notes in Salesforce- Managed and internally tracked all capital calls, distributions, interest and dividends for private investments- Organized RMD’s, trust distributions and charitable donations for Donor Advised Funds- Supported three relationship management teams and work with various custodians, managers and fund administrators- Handled ad hoc client requests and ensured that each client receives the top level of care

- Provided free, one-on-one counseling to students about financial literacy topics such as applying for credit, personal investing, budgeting and handling student loans- Organized and led workshops focused on improving your financial independence such as Travel on a Budget- Trained in Fundamentals of Personal Finance by the University

Boston, Ma, Us

- Estimated the projected 2016 and 2017 tax payments for clients’ partnerships and foundations by using 2015 K-1 and 1099 data- Created monthly and quarterly Asset Allocation snapshots for Family Office clients by utilizing Quickbooks software- Produced 1040 drafts using ProFX tax software for the Tax Team- Tracked and organized tax documents received from clients or created for clients to ensure that the team keeps ahead of deadlines- Ensured that all clients are welcomed into the office for their appointments

Boston, Massachusetts, Us

- Contributed to the planning and execution of the weekly Fixed Income Morning Meeting by pitching topic ideas, consolidating slide decks and producing and distributing the meeting transcripts to the broader firm- Created the High Yield European vs US market snapshot for the High Yield Research Team- Improved research models for the EMD team; created graphs and regressions analyzing performance spreads and sovereign ratings for the research and product management team- Analyzed long/short exposure and portfolio management error tracking for supervisory meetings- Performed portfolio attribution analysis for the Investment Grade Team- Managed the department's market data budget and spending for investors

Boston, Ma, Us

Her Campus Media is a start up and lifestyle blog developed by three women when they were studying at school. Since then, it has expanded internationally. Her Campus is focused on empowering women in all aspects of their college life, including academics, personal development, career advice, love, health, etc. I run the Northeastern chapter and blog. My responsibilities include:- Drafted budgets and pitching event ideas to the Student Activity Business Office to seek investment- Selected to speak on a budgeting panel for HerConference to teach high school girls about money management- Negotiated with local businesses in Boston for free events and fundraisers such as Alex and Ani, Soul Cycle, Sweetgreen and Insomnia Cookies; created on campus marketing campaigns for companies including FitNU, Frye and AMC

New York, Ny, Us

- Audited premiums and removed booked items from records- Performed quarterly analytical review of revenue coding to ensure error rate is within corporate guidelines- Ensured accuracy of quarterly report for upper management review and approval- Updated status of auditable items to produce the Premium Audit Report efficiently- Utilized macros and pivot tables to increase the efficiency and accuracy of processes such as folder creation and template generation

- Advised founders of college media marketing start - up on creating an outreach program for their business idea to over 50 college campuses in the U.S.- Implemented program with a 94% success rate

Redwood City, California, Us

CourseHero is an innovative company dedicated to spreading easier access to education for all students, whether that be through the course specific content on their website or their nonprofit alliance with Book for Africa. Students can upload and share lecture notes, speak with tutors for homework help, and make flashcards to prepare for tests. The notes they upload will contribute towards books donated to Gambia.- Managed and led a knowledge drive team of students from various colleges and high schools - Used marketing and communication skills to spread awareness about CourseHero at Northeastern University

Jersey City, New Jersey, Us

Royal Alliance is a financial advising firm. My responsibilities included: - Took messages for the broker - Spoke with parent company regarding specific regulations on file retention - Arranged appointments with clients - Organized articles for quarterly newsletter, "Barbara's Bonuses" - Retained the RMD log and kept track of the fixed annuities log

Rutherford, New Jersey, Us

Kumon is a self learn tutoring center. I originally tutored grades 1-5 for 9 months. Then, I was promoted to assistant manager. My responsibilities as assistant manager included:- Clerical work- Tracking monthly payments- Training and leading newly hired workers- Coordinating 85 students with 12 tutors in a three hour period each tutoring day

Finance And Financial Management Services

Summer Program, International Relations & Economics