Daniel A. Morris
Ann Arbor,MI
Summary
Motivated Economics major with a strong foundation in market research and financial analysis. Demonstrated leadership through collaborative projects and fluency in English and Spanish to enhance communication in diverse settings. Aspiring student eager to apply analytical, communication, and leadership skills in real-world settings
Overview
2
2
years of professional experience
Work History
Summer Analyst
Brownstone Investment Group
New York, New York
06.2026 - 07.2026
- Conducted market research to support investment strategies and enhance decision-making.
- Collaborated with cross-functional teams to devise solutions for complex challenges, driving project outcomes.
- Created weekly newsletters highlighting critical market information and relevant indices.
- Assessed processes against industry standards, pinpointing areas for enhancement and optimization.
Summer Intern
EKANTA Wealth Advisors LLC
Miami, Florida
05.2025 - 07.2025
- Collaborated with JP Morgan and BlackRock representatives to discuss product offerings and identify sales opportunities
- Utilized financial planning tools and investment platforms such as Morningstar and Salesforce to assist in client assessments
- Provided daily market updates on relevant economic and financial news, enhancing team awareness and decision-making
- Showcased analytical and communication skills by receiving the Best Pitch award at BlackRock Intern Day.
Sales Clerk
Bivouac
Ann Arbor, Michigan
09.2024 - 12.2024
- Processed 15+ sales transactions daily while ensuring store layout remained organized for optimal customer flow
- Delivered customer service by assisting customers with purchases and addressing product inquiries to enhance shopping experience
- Oversaw inventory processes to maintain stock availability and organization, including effective stocking and arrangement of merchandise
Education
Bachelor of Science - Economics
University of Michigan
Ann Arbor, MI01-2028
High School Student - International Baccalaureate (IB) program
Gulliver Preparatory School
Miami, FL01-2024
Skills
- Market research
- Financial analysis
- Financial modeling
- Quantitative analysis
- Sales expertise
- Microsoft Office proficiency
- Fluent in English and Spanish
- Leadership abilities
- Business principles
- Interpersonal communication
EXTRACURRICULAR ACTIVITIES & INTERESTS
Member of the Sigma Alpha Mu fraternity, Diversity Equity and Inclusion chair for the fraternity. Play soccer for the fraternity aswell as club golf
Timeline
Summer Analyst
Brownstone Investment Group
06.2026 - 07.2026
Summer Intern
EKANTA Wealth Advisors LLC
05.2025 - 07.2025
Sales Clerk
Bivouac
09.2024 - 12.2024
Bachelor of Science - Economics
University of Michigan
High School Student - International Baccalaureate (IB) program
Gulliver Preparatory School