Morgan Wager

Operations Manager at Savory Spice Shop
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Contact Information
us****@****om
(386) 825-5501
Location
Littleton, Colorado, United States, US

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Bio

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Experience

  • Savory Spice
    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Operations Manager
      • Feb 2020 - Present

      Denver, Colorado, United States

  • E*TRADE from Morgan Stanley
    • Financial Services
    • 700 & Above Employee
    • Manager of Operations
      • Apr 2018 - Feb 2020

      Managed the Institutional Transfer of Accounts team while streamlining operational processes between E*TRADE and TCA post acquisition. Lead ACATS Modernization build out for operations for February 2020 roll out.

  • E*TRADE Advisor Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Manager of Advisor Services
      • Jul 2017 - Apr 2018

      Lead incoming processing, outgoing processing and transfer of accounts functions. Rolled out technology to provide remote deposit functionality for RIAs.

  • OppenheimerFunds
    • United States
    • Investment Management
    • 500 - 600 Employee
    • Supervisor of 529 College Savings
      • Aug 2016 - Jul 2017

      Lead a team of processors and client servicing associates through a downsizing exercise due to plan de-conversion. New Mexico college savings plan operations relationship manager.

    • Supervisor of Advisor Client Services
      • Sep 2014 - Jul 2016

      Developed a team of 12 who serviced financial advisors. Created programs such as educating leadership on managing the business, coach associates more holistically on servicing clients, providing progression models for associates and increasing electronic delivery usage for investors.

    • Supervisor of Correspondence
      • Aug 2012 - Aug 2014

      Created and implemented personalized writing style for the department, reducing scripting language. Reported complaints and communication trends to senior leadership, while collaborating with legal and compliance for appropriate responses.

    • Assistant Supervisor of Correspondence and Contact Center
      • Jun 2011 - Jul 2012

    • Customer Service Associate
      • Nov 2008 - May 2011

  • Foothills Swim Team
    • Assistant Swim Coach
      • Apr 2003 - Aug 2015

  • Burt Toyota
    • Lot Supervisor
      • Aug 2005 - Oct 2008

Education

  • Kutztown University of Pennsylvania
    Bachelor of Science (BS), Radio and Television
    1997 - 2001

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