Codi Vegors
Colorado Springs,CO
Summary
Relationship-focused professional with experience in financial services, education, client service, administration, and technology. Skilled in stakeholder coordination, clear communication, problem-solving, presentations, and supporting a high-quality client experience. Former educator with firsthand experience working with teachers, administrators, students, and families.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Branch Administrator
Morgan Stanley
01.2023 - Current
- Provided administrative and operational support to branch leadership, financial advisors, support professionals, and clients, ensuring compliance in a fast-paced, highly regulated environment.
- Supported day-to-day branch operations, coordinating personnel, onboarding activities, and implementation of firm policies and procedures to ensure smooth operation.
- Acted as a central resource for branch inquiries, communications, and operational needs, facilitating effective problem resolution with management and internal partners.
- Coordinate meetings, branch communications, employee initiatives, events, and special projects while managing multiple priorities, deadlines, and follow-up items.
- Prepare reports, presentations, correspondence, and other materials; maintain accurate records and handle confidential information with discretion.
Teacher
Coperni 3
07.2022 - 01.2023
- Developed and delivered standards-aligned lessons and instructional materials, adapting communication to meet diverse needs and learning styles.
- Developed engaging lesson plans tailored to diverse student needs.
- Facilitated classroom discussions to encourage student participation and critical thinking.
- Implemented classroom management strategies to maintain a positive learning environment.
- Built collaborative relationships with administrators, teachers, parents, and students to enhance communication of progress and support shared learning objectives.
Teacher
Remington Elementary School
07.2021 - 06.2022
- Developed engaging lesson plans aligned with curriculum standards.
- Employed diverse teaching strategies and maintained regular communication with stakeholders to clarify concepts and enhance student engagement.
- Facilitated classroom discussions to encourage student participation and critical thinking.
- Implemented various teaching strategies to meet diverse learning needs.
- Partnered with teachers, administrators, parents, and students to align academic goals, provide targeted feedback, and address individual learning needs.
Teacher
Bricker Elementary School
07.2018 - 01.2020
- Implemented innovative teaching strategies to enhance student learning experiences.
- Developed engaging lesson plans aligned with curriculum standards.
- Planned and implemented integrated lessons, collaborating with school staff and families to enhance student success.
- Created an organized, engaging classroom environment while adapting instruction to meet diverse student needs.
- Collaborated with colleagues to design interdisciplinary projects and activities.
Library Technology Technician
Henry Elementary School
10.2017 - 05.2018
- Configured hardware, devices, and software; provided technology support to users, resolving computer problems and assisting with library database resources.
- Set up classroom technology systems and equipment to ensure functionality during lessons.
- Provided technical support to teachers and staff for software applications.
- Conducted routine maintenance on computers and audiovisual devices.
Education
Bachelor of Science - Psychology
Capella University
Minneapolis, MNSkills
- Project Management
- Operational Support
- Report Preparation
- Office administration
- Microsoft Office
- Record Management
- Client Service
- Stakeholder Engagement
- Needs Assessment
- Problem Resolution
- Cross-Functional Collaboration
- Relationship Management
Certification
FINRA Series 7 — General Securities Representative
Colorado Professional Teacher License — Elementary Education (Grades K–6)
Timeline
Branch Administrator
Morgan Stanley
01.2023 - Current
Teacher
Coperni 3
07.2022 - 01.2023
Teacher
Remington Elementary School
07.2021 - 06.2022
Teacher
Bricker Elementary School
07.2018 - 01.2020
Library Technology Technician
Henry Elementary School
10.2017 - 05.2018
Bachelor of Science - Psychology
Capella University