Morgan Sell

Manager, Artifical Intelligence & Advanced Analytics at A&MPLIFY by Alvarez and Marsal
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Contact Information
Location
San Francisco, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Full professional proficiency

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Bio

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Richard Raeke

I hired Morgan as a financial analyst at Carlisle Energy Services. He quickly threw himself into the job, learning and improving our financial models in a short time and tackling the finer points of project finance. As a liaison to the sales team, he was very responsive, turning around numbers quickly and always available under tight deadlines. Beyond his analyst responsibilities, Morgan spearheaded a successful grant application with the DOE and published a bi-monthly newsletter detailing project and market developments nationally. He is a great worker and a voracious learner and I recommend Morgan highly.

Yellowlees Douglas, Ph.D.

Morgan was one of the best writers I've taught in a fifteen year career at UF. His work was extraordinarily well composed and argued and particularly well polished when he submitted it. I was sufficiently impressed that I chose Morgan to continue to study with me independently for the next two modules, to hone his skills in manipulating grammar and syntax to achieve specific rhetorical effects. As a result, he now has a better grasp of the fine details of grammar, syntax, and punctuation than many of my former colleagues in the English department.

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Credentials

  • Data Engineering Nanodegree
    Udacity
    May, 2021
    - Sep, 2024
  • Machine Learning Engineer Nanodegree
    Udacity
    Oct, 2020
    - Sep, 2024
  • Data Science Fellowship
    Galvanize Inc
    Aug, 2020
    - Sep, 2024
  • Applied Data Science with Python
    Coursera Course Certificates
    Jul, 2020
    - Sep, 2024

Experience

    • United States
    • Professional Services
    • 1 - 100 Employee
    • Manager, Artifical Intelligence & Advanced Analytics
      • May 2023 - Present
    • United States
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Senior Data Scientist
      • Mar 2023 - Apr 2023

      Applying behavioral science, experimentation, and machine learning to decrease CVS's clients' pharmacy costs while maintaining/enhancing patient care.

    • Data Scientist
      • Jun 2021 - Mar 2023

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Consultant, Data Science & Advanced Analytics
      • May 2018 - Jun 2021

      Advised clients in the cleantech, fintech, and e-commerce sectors in financial modeling, time series analysis, data analytics, and machine learning. Advised clients in the cleantech, fintech, and e-commerce sectors in financial modeling, time series analysis, data analytics, and machine learning.

    • Analytics Manager
      • Apr 2014 - Apr 2018

      Reported to CEO applying financial modeling and statistical methods to derive insights in project finance transactions, business operations, and corporate strategy. Reported to CEO applying financial modeling and statistical methods to derive insights in project finance transactions, business operations, and corporate strategy.

    • Senior Data Analyst
      • Jun 2012 - Dec 2013

      Sole analyst of NASDAQ-traded company. Developed forecasting model to advise CFO and CEO on corporate strategy and prepared for quarterly earnings called. Deployed Microsoft Dynamics AX by designing the data warehouse model and schema and developing dashboards using MySQL. Sole analyst of NASDAQ-traded company. Developed forecasting model to advise CFO and CEO on corporate strategy and prepared for quarterly earnings called. Deployed Microsoft Dynamics AX by designing the data warehouse model and schema and developing dashboards using MySQL.

    • France
    • Environmental Services
    • 1 - 100 Employee
    • Consultant, Data Analytics & Financial Modeling
      • Dec 2011 - Apr 2012

      Contributed to two winning bids in South Africa’s REIPP by developing the financial models and managing bid preparation; total capacity was 17.6 MW of solar PV projects. Contributed to two winning bids in South Africa’s REIPP by developing the financial models and managing bid preparation; total capacity was 17.6 MW of solar PV projects.

    • Renewable Energy Semiconductor Manufacturing
    • Project Finance Analyst
      • Mar 2011 - Nov 2011

      Carlisle Energy Services was a subsidiary of Carlisle Companies (NYSE: CSL) that developed and financed photovoltaic systems on commercial rooftops and landfills. I worked in the firm's structured finance department that oversaw a $30 million asset financing fund. Carlisle Companies dissolved the unit in November 2011. Carlisle Energy Services was a subsidiary of Carlisle Companies (NYSE: CSL) that developed and financed photovoltaic systems on commercial rooftops and landfills. I worked in the firm's structured finance department that oversaw a $30 million asset financing fund. Carlisle Companies dissolved the unit in November 2011.

    • United States
    • Government Administration
    • 700 & Above Employee
    • Associate
      • Jun 2009 - Mar 2011

      Advised the Department of Energy’s SunShot (Solar Energy Technologies) program on strategy, operations, and finance; designed best practices in evaluating funding risk of R&D projects; oversaw $764M funding portfolio; drafted, negotiated, and restructured funding agreements. Support services contractor with BCS, Inc. Advised the Department of Energy’s SunShot (Solar Energy Technologies) program on strategy, operations, and finance; designed best practices in evaluating funding risk of R&D projects; oversaw $764M funding portfolio; drafted, negotiated, and restructured funding agreements. Support services contractor with BCS, Inc.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Portfolio Analyst
      • Jun 2008 - May 2009

      Analyzed and summarized performance of various equity and fixed-income mutual funds for existing and potential institutional clients; participated in winning RFP submissions increasing the firm’s assets under management for institutional clients. Analyzed and summarized performance of various equity and fixed-income mutual funds for existing and potential institutional clients; participated in winning RFP submissions increasing the firm’s assets under management for institutional clients.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • May 2004 - Aug 2004

      Private Wealth Management Private Wealth Management

Education

  • University of Florida
    Master of Arts, International Business
  • ESADE Business & Law School
    Master of Science, International Management
  • University of Florida
    Bachelor of Arts, Economics

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