Investor Relations

• Apr 2023 - Present

Investor Relations

• Jan 2022 - Apr 2023

Investor Relations Associate

• Oct 2019 - Jan 2022

Client Service Associate

• May 2017 - Sep 2019

• Work directly with 3 Financial Advisors within Morgan Stanley’s largest Complex • Clear understanding of the various Investment Products and Account Types (Corporate, Trusts, 529’s, etc.) that Morgan Stanley provides • Organize performance reports and necessary market research for client meetings • Update structured investment portfolio spreadsheets that provide all prospectus information in a condensed format that allows clients to view key characteristics, valuation dates, and potential investment returns (Trigger Plus, Trigger Jumps,Dual Directionals, and Autocalls) • Perform administrative duties such as on-boarding clients, assisting with cash management requests, preparing documents, and serve as the initial point of contact for clients • Develop strong relationships and provide continuous client satisfaction through immediate execution of requests and timely follow-ups • Prepare outreach and marketing programs using Morgan Stanley’s Next Best Action system to provide clients with current investment ideas, industry performance reports, and research tailored to the client’s specific security interests Show less

Graduate Assistant - Market Research

• Sep 2016 - Jan 2017

• Developed market research pertaining to the portrayal of African American males in clothing and cosmetic advertisements between 1950-2012. • Collected and revised relevant data from 1950-2012 from Esquire and Sports Illustrated magazines. • Coded and interpreted data to formulate contributions to the final analysis • Developed market research pertaining to the portrayal of African American males in clothing and cosmetic advertisements between 1950-2012. • Collected and revised relevant data from 1950-2012 from Esquire and Sports Illustrated magazines. • Coded and interpreted data to formulate contributions to the final analysis