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
Series 6 and 63 License
ClientsFinancialInvestmentsMarketingWindows OSNetworking
OrganizationalSalesCRM
Professional telephone demeanor
Technical Support
Creative problem solving
Account management
Administrative support
Contract preparation
Sales proposal creation
Client Relationship Development
Excellent presentation skills
Bilingual in Spanish
Enthusiastic and friendly
Customer focused-service
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