Courtney McMahon
Finance
Jersey City,NJ
Overview
26
26
years of professional experience
1
1
Certification
Work History
Consulting Group Strategic Communications
Morgan Stanley, Wealth Management
03.2019 - 02.2024
- Implemented data-driven approaches to evaluate campaign success, refining strategies as needed for optimal results.
- Set measurable objectives for all communication activities to track progress towards established goals consistently.
- Collaborated with cross-functional teams to develop cohesive messaging for new initiatives or product releases.
- Launched internal newsletter to keep employees informed about company news, boosting morale and promoting transparency within the organization.
- Identified target audiences for tailored outreach efforts, maximizing impact on key stakeholders.
- Managed a high-performing team of communication specialists, fostering professional growth and skill development.
Consulting Group Business and Field Engagement
Morgan Stanley, Wealth Management
03.2016 - 03.2019
- Delivered consistent results by effectively prioritizing tasks, setting realistic deadlines, and monitoring progress throughout each project lifecycle stage.
- Led cross-functional teams to achieve project objectives within budget and on schedule.
- Provided detailed project status updates to stakeholders and executive management.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
- Streamlined operational processes, reducing costs while maintaining high-quality standards across all departments.
- Identified business development challenges and customer concerns for proactive resolution.
- Conducted regular audits of existing policies and procedures, ensuring their continued effectiveness in addressing organizational goals related to mitigating risks.
- Collaborated with cross-functional teams to establish effective risk management practices across all business units.
- Reviewed contracts for potential liabilities or exposures, recommending adjustments as necessary to minimize overall legal and financial impact on the organization.
- Achieved regulatory compliance by ensuring adherence to industry standards and guidelines related to risk management.
Consulting Group Concierge Team Manager
Morgan Stanley, Wealth Management
11.2012 - 03.2016
- Managed team of 4 to assist VIP Financial Advisors focusing on advisory business with gross of $500,000
- Created New Recruit presentations and performed branch training for on-boarded Advisors
Consulting Group Advisory Sales and Help Desk
Morgan Stanley, Wealth Management
01.2008 - 03.2012
- Oversaw day to day operations of a staff consisting of 38 associates supporting the Rep as PM, Rep as
Advisor SMA, UMA, MFA, and NDA programs – servicing $103 billion AUM
Coordinated and maintained cohesive relationship with the Program Managers, Product Development, Legal, Due
Diligence and operational support teams.
Created and implemented policy and procedure manual for training new staff members and facilitated training for all
managed account products and platforms.
Participated in field presentations for Financial Advisors and Sales Representatives for the Advisory products.
Worked directly with top producing financial advisors offering investment manager analysis, allocation
recommendations, tactical as well as strategic solutions and market outlook.
Developed and maintained an intranet procedure tool for sales force, branch personnel, and internal sales team.
Mutual Fund Advisory Product Services
Morgan Stanley Dean Witter
08.1998 - 01.2008
- Oversaw day to day operations of staff consisting of 12 associates of the Mutual Fund Advisory products, which grossed more than $13b in assets under management as of year 2008.
- The Helpdesk was responsible for an average of85,565 calls, averaging 1645 per week. Primary responsibilities as the Helpdesk Manager was to evaluate department statistics and assess staff productivity regularly to ensure service levels were met daily
- Participated in field presentations for Financial Advisors and Sales Representatives for Advisory Products.
- Created and implemented procedure manual for training staff members
- Developed and maintained an intranet tool for reference
Education
Bachelor of Science - Business Management
St. Peter's University
Jersey City, NJ05.2000
Skills
- Employee Communications
- Partnership Development
- Target Audience Analysis
Certification
Series 7
Series 7
Series 7
Timeline
Consulting Group Strategic Communications
Morgan Stanley, Wealth Management
03.2019 - 02.2024
Consulting Group Business and Field Engagement
Morgan Stanley, Wealth Management
03.2016 - 03.2019
Consulting Group Concierge Team Manager
Morgan Stanley, Wealth Management
11.2012 - 03.2016
Consulting Group Advisory Sales and Help Desk
Morgan Stanley, Wealth Management
01.2008 - 03.2012
Mutual Fund Advisory Product Services
Morgan Stanley Dean Witter
08.1998 - 01.2008
Bachelor of Science - Business Management
St. Peter's University
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