Summary
Overview
Work History
Education
Skills
Timeline
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Elide Morgan

Plan Sponsored Retirement Account Specialist
Scottsdale,AZ

Summary

Highly energetic bilingual person with great personality and motivation, and with a desire to succeed in any industry.

Overview

2
2
years of post-secondary education
15
15
years of professional experience

Work History

Bilingual Retirement Specialist

Vanguard
Scottsdale
11.2019 - 11.2020
  • Highlighted values and educated clients on their plan sponsored retirement accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Described and explained details about 401K or 403B options to inform customers and guide investment decisions.
  • Offered internal and external customers first-rate customer service to maximize satisfaction and business success.
  • Delivered targeted advice on issues such as applicable employment regulations, compensation strategies and tech help to the participants.

COMMUNICATIONS DIRECTOR

Platform Scottsdale
Scottsdale, AZ
03.2015 - 10.2019
  • Steer and navigate all Social Media, Print and Marketing campaigns/mailings to drive network expansion and organizational membership.
  • Managed administrative logistics of events planning, including contract signing, fee collection, event booking and event promotions.
  • Planned large-scale events such as trade shows, conferences, and meetings for charity.
  • Evaluated existing plans, processes and events planning services to identify opportunities for improvement.

Licensed agent

MORGAN CONCIERGE/REAL ESTATE AGENT
03.2013 - 10.2019
  • Broker’s assistant, property marketer-Supported over $1M in sales of local residential properties.
  • Transformed uninspiring areas into warm and inviting living spaces using various lighting fixtures, materials and products and proper staging to market new listings.
  • Interfaced effectively with design team members, including contractors and vendors to resolve issues and discuss ideas on behalf of the home owner.

JP MORGAN CHASE-LICENSED PERSONAL BANKER
10.2006 - 03.2008
  • Sales & personal representative facilitating financial strategies, investments, life insurance and loans.
  • Contributed to 42% YOY growth.

WASHINGTON MUTAL-PERSONAL FINANCIAL REP
02.2006 - 10.2006
  • Bank product sales and operations leader.
  • Increased account holder 32% in 6 months.

US BANK
06.2005 - 02.2006
  • Partnered with clients to achieve financial goals through a variety of financial tools and products.
  • Increased new account and loan revenue over 17% monthly.

Education

BACHELOR OF SCIENCE - Liberal Studies

Arizona State University
01.2011 - 01.2013

Skills

Facebook, Google, LinkedIn, Instagram

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Timeline

Bilingual Retirement Specialist

Vanguard
11.2019 - 11.2020

COMMUNICATIONS DIRECTOR

Platform Scottsdale
03.2015 - 10.2019

Licensed agent

MORGAN CONCIERGE/REAL ESTATE AGENT
03.2013 - 10.2019

BACHELOR OF SCIENCE - Liberal Studies

Arizona State University
01.2011 - 01.2013

JP MORGAN CHASE-LICENSED PERSONAL BANKER
10.2006 - 03.2008

WASHINGTON MUTAL-PERSONAL FINANCIAL REP
02.2006 - 10.2006

US BANK
06.2005 - 02.2006

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Elide MorganPlan Sponsored Retirement Account Specialist