Nathan Middleton Email and Phone Number
Nathan Middleton is a Participant Relationship Manager II at Morgan Stanley.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 94640
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Participant Relationship Manager IiMorgan StanleyFlorida, United States -
Financial Services RepresentativeMorgan Stanley Nov 2024 - PresentTampa, Florida, United States -
Bank TellerWells Fargo Jan 2024 - Jun 2024Pensacola Metropolitan Area• Built relationships with customers through attentive interactions and by leveraging extensive knowledge of bank procedures, products, and solutions• Enhanced customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers• Proactively identified suitable financial products and services to meet individual customer needs• Executed operational tasks in adherence to established policies, ensuring minimal risk exposure -
Salesforce Certified AdministratorTalent Stacker | Salesforce Career Development Program Jan 2023 - Nov 2023• Engaged in live workshops to enhance knowledge and skills in various Salesforce areas, including Sales, Marketing, and Service Cloud• Actively participated in study groups and live sessions to prepare for Salesforce certification• Acquired knowledge and skills in topics, including business requirement gathering, solution testing, and best practices for implementation(May 2023) Project Accomplishments:• Led client sessions, gathered and prioritized 60+ stakeholder requirements and built solution documentation• Configured data integration and structured a data model to solution for stakeholder requirements• Utilized dynamic lightning pages and validation rules to ensure data quality and efficiency• Created custom objects and fields and modified standard objects in order to solution for the stakeholders’ record keeping and data organization requirements• Structured roles, profiles, permission sets, and sharing settings to ensure Salesforce security• Customized the user interface, including lightning layouts and page layouts, to optimize user management and streamline work-flows• Created and implemented automations, such as email templates, alerts, and flows, to reduce manual tasks• Trained end-users on how to navigate and utilize the built solutions effectively for their roles -
Assistant ManagerThe Fishing Hole Restaurant Jan 2022 - Dec 2022Pensacola Metropolitan Area• Optimized restaurant staff schedules during peak hours, reducing wait times and enhancing service quality• Oversaw restaurant operations, including staff, inventory, and customer service, ensuring a seamless dining experience and maintaining high customer satisfaction• Coordinated vendor relationships, minimizing supply disruptions and ensuring timely payment for products• Trained and mentored serving staff, sharing expertise, protocols, service techniques, and menu items to elevate the service standard and improve customer experiences
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ServerThe Fishing Hole Restaurant Feb 2019 - Jan 2022Pensacola Metropolitan Area• Consistently exceeded sales targets by building customer relationships and upselling menu items, resulting in increased revenue and enhanced customer satisfaction• Demonstrated quick response to customer needs and effective decision-making under pressure, leading to reduced customer complaints and improved service efficiency• Efficiently coordinated food and beverage deliveries to meet customer expectations, enhancing service quality and reducing customer wait times• Addressed customer inquiries and resolved concerns over the phone, resulting in improved customer relations and increased positive feedback
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Beach Attendant, SalesPremier Island Management Group Aug 2018 - Sep 2020Pensacola Metropolitan Area• Successfully promoted and sold summer activity packages, efficiently managing beach equipment inventory and improving package sales and equipment utilization• Demonstrated strong organizational and logistical skills in coordinating beach equipment rentals, resulting in a streamlined rental process and higher customer satisfaction
Nathan Middleton Education Details
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Finance, General
Frequently Asked Questions about Nathan Middleton
What company does Nathan Middleton work for?
Nathan Middleton works for Morgan Stanley
What is Nathan Middleton's role at the current company?
Nathan Middleton's current role is Participant Relationship Manager II.
What schools did Nathan Middleton attend?
Nathan Middleton attended Western Governors University, Pensacola State College.
Who are Nathan Middleton's colleagues?
Nathan Middleton's colleagues are Joe Goodreault, Jash Oza, William E. Coffey, Neetu Singh, Sonali Khatawate, Josh Wagner, Virginia Domonkos, Cfa.
Not the Nathan Middleton you were looking for?
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Nathan Middleton
San Francisco, Ca -
Nathan Middleton
Nacogdoches, Tx6gmail.com, yahoo.com, streamnative.io, yahoo.com, dell.com, ncino.com1 +151248XXXXX
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Nathan Middleton
Empathetic Leader And Collaborative Team Player, Eagerly Expanding Expertise In Vmdr, Pci, And Comptia Security+Austin, Tx1rbfcu.org
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