Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Garrett Blakely

Provo,UT

Summary

Dynamic Wealth Management Specialist at Morgan Stanley with expertise in financial analysis and client relationship management. Proven ability to enhance operational efficiency through advanced digital tools, while cultivating strong client connections. Adept at leveraging technology to optimize portfolio management and ensure exceptional client experiences.

Overview

9
9
years of professional experience

Work History

Wealth Management Specialist

Morgan Stanley
South Jordan, UT
03.2024 - Current
  • Assist in managing client accounts through advanced digital platforms, ensuring seamless communication, and real-time portfolio monitoring.
  • Cultivate and maintain strong client relationships through regular communication, education, and responsiveness to client inquiries and concerns.
  • Leverage technology platforms and digital tools to streamline administrative tasks, enhance client communication, and optimize operational efficiency.

Server

Olive Garden
Provo, Utah
08.2021 - 03.2025
  • Completed cleaning duties by sweeping and mopping floors, vacuuming carpet and tidying up server stations.
  • Ensured guests' needs were met by providing a memorable experience.
  • Communicated with service and kitchen staff, ensuring each order was sent out perfectly to the guest.

Public Relations Intern

Sbarro LLC
Provo, Utah
03.2022 - 05.2022
  • Analyzed and offered recommendations for enhancing communication strategies and tools at Sbarro.
  • Developed a comprehensive social media strategy proposal to enhance brand presence and engagement.
  • Assisted in updating and improving the Sbarro company exchange website, ensuring a better user experience.

Server

Ruby Tuesday
Woodbridge, VA
05.2016 - 08.2020
  • Maintained knowledge of current menu items, garnishes, ingredients, and preparation methods.
  • Operated POS terminals to input orders, split bills and calculate totals.
  • Assisted in training new servers.

Education

Bachelor of Science - Communications

Brigham Young University
Rexburg, ID
07-2022

Skills

  • Strong communication skills
  • Team collaboration
  • Financial analysis
  • Financial software proficiency
  • Risk management
  • Client relationship management
  • Social media strategy
  • Portfolio management
  • Social media and digital tools expertise

Accomplishments

Eagle Scout

I became a Scout at the age of 8 and successfully earned all ranks and awards in both Cub Scouts and Boy Scouts. For my Eagle Scout project, I organized a basketball day camp for local children aged 8-12. The event drew over 100 participants and included skill-building stations, drills, and friendly scrimmages. Each attendee received a trophy and a camp T-shirt as part of the experience.

Timeline

Wealth Management Specialist

Morgan Stanley
03.2024 - Current

Public Relations Intern

Sbarro LLC
03.2022 - 05.2022

Server

Olive Garden
08.2021 - 03.2025

Server

Ruby Tuesday
05.2016 - 08.2020

Bachelor of Science - Communications

Brigham Young University

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