Morgan (Weadock) Tesoriero, Cfp® Email and Phone Number
Manager of Investment Operations & Compliance at Joel Isaacson & Co., LLC at
@
Joel Isaacson & Co., LLC
Morgan (Weadock) Tesoriero, Cfp®'s Location
New York City Metropolitan Area, United States, United States
Morgan (Weadock) Tesoriero, Cfp®'s Contact Details
Morgan (Weadock) Tesoriero, Cfp® work email
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Morgan (Weadock) Tesoriero, Cfp® personal email
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Morgan (Weadock) Tesoriero, Cfp® phone numbers
About Morgan (Weadock) Tesoriero, Cfp®
I graduated Northeastern University in December 2017 with a BSBA in Finance. I have 5+ years of experience in the wealth management industry in roles centered around client services, financial and tax planning and portfolio management.
Morgan (Weadock) Tesoriero, Cfp®'s Current Company Details
Joel Isaacson & Co., Llc
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Manager of Investment Operations & Compliance at Joel Isaacson & Co., LLC
Morgan (Weadock) Tesoriero, Cfp® Work Experience Details
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Manager Of Investment Operations & ComplianceJoel Isaacson & Co., Llc Jun 2023 - PresentNew York, Ny, Us
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Senior Operations AnalystJoel Isaacson & Co., Llc Jan 2021 - Jun 2023New York, Ny, Us
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Operations AssociateJoel Isaacson & Co., Llc Jan 2019 - Jan 2021New York, Ny, Us
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Chapter Executive Events LeadEllevate Network, Nyc Chapter Dec 2021 - PresentNew York City, Us -
Csa - Advisory TeamSimon Quick Advisors, Llc Jan 2018 - Dec 2018Morristown, 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 -
Personal Finance AdvisorThrive - Northeastern Center For Financial Independence Aug 2016 - Jan 2018- 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
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Financial Services Co-OpPaul|Mccoy Family Office Services Jan 2017 - Jun 2017Boston, 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 -
Fixed Income Business Management Co-OpWellington Management Jan 2016 - Jun 2016Boston, 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 -
President - Northeastern UniversityHer Campus Media Apr 2014 - Apr 2016Boston, Ma, UsHer 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 -
Financial Controls And Compliance Co-OpAig Jan 2015 - Jun 2015New 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 -
Project ManagerStreak Media Dec 2014 - May 2015- 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
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Knowledge Drive LeaderCourse Hero, Inc. Aug 2014 - Oct 2014Redwood City, California, UsCourseHero 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 -
Summer InternRoyal Alliance Associates Jun 2014 - Aug 2014Jersey City, New Jersey, UsRoyal 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 -
Assistant ManagerKumon Oct 2010 - Jun 2013Rutherford, New Jersey, UsKumon 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
Morgan (Weadock) Tesoriero, Cfp® Skills
Powerpoint
Microsoft Excel
Organizational Leadership
Microsoft Word
Blogging
Teamwork
Social Media
Customer Service
Media Marketing
Team Management
Event Planning
Nonprofits
Strategic Consulting
Sql
Microsoft Office
Leadership
Customer Relationship Management
Pivot Tables
Salesforce
Bloomberg
Salesforce Training
Orion
Morningstar
Bloomberg Software
Revenue Forecasting
Performance Reporting
Family Office
Wealth Management
Client Services
Financial Advisory
Morgan (Weadock) Tesoriero, Cfp® Education Details
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Northeastern UniversityFinance And Financial Management Services -
The London School Of Economics And Political Science (Lse)International Relations & Economics
Frequently Asked Questions about Morgan (Weadock) Tesoriero, Cfp®
What company does Morgan (Weadock) Tesoriero, Cfp® work for?
Morgan (Weadock) Tesoriero, Cfp® works for Joel Isaacson & Co., Llc
What is Morgan (Weadock) Tesoriero, Cfp®'s role at the current company?
Morgan (Weadock) Tesoriero, Cfp®'s current role is Manager of Investment Operations & Compliance at Joel Isaacson & Co., LLC.
What is Morgan (Weadock) Tesoriero, Cfp®'s email address?
Morgan (Weadock) Tesoriero, Cfp®'s email address is mo****@****son.com
What is Morgan (Weadock) Tesoriero, Cfp®'s direct phone number?
Morgan (Weadock) Tesoriero, Cfp®'s direct phone number is +173223*****
What schools did Morgan (Weadock) Tesoriero, Cfp® attend?
Morgan (Weadock) Tesoriero, Cfp® attended Northeastern University, The London School Of Economics And Political Science (Lse).
What skills is Morgan (Weadock) Tesoriero, Cfp® known for?
Morgan (Weadock) Tesoriero, Cfp® has skills like Powerpoint, Microsoft Excel, Organizational Leadership, Microsoft Word, Blogging, Teamwork, Social Media, Customer Service, Media Marketing, Team Management, Event Planning, Nonprofits.
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