Jessica Dionian
New York,NY
Overview
4
4
years of professional experience
3
3
Certifications
Work History
Digital Engagement Associate
Morgan Stanley
Purchase, NY
09.2024 - Current
- Drove over $75 million in net new assets by analyzing client segments and targeting prospects.
- Facilitate client and prospect communications for 14 national advisory teams overseeing substantial assets under management.
- Aggregate client data from multiple platforms to uncover strategic revenue growth opportunities.
- Coordinate client deliverables, data requests, and reporting processes.
- Collaborate cross-functionally with advisors, specialists, and operations teams across time zones.
Marketing Intern
UPIC Program at Clemson University
Clemson, SC
01.2022 - 12.2023
- Created monthly newsletters and marketing materials for campus distribution and social media platforms.
- Maintained office records and provided comprehensive support to ensure smooth operations.
- Participated in team meetings to drive collaboration and decision-making.
- Assisted in planning and executing UPIC intern orientation, enhancing onboarding experience.
Global Wealth Management Intern
UBS Wealth Management
Westport, CT
06.2023 - 08.2023
- Conducted research on mutual funds, fixed income securities, individual stocks, and alternative investments using Morningstar platform.
- Participated in meetings with team members, clients, and external wholesalers marketing their investment products.
- Utilized Excel daily to analyze performance metrics and manage client information.
- Supported financial planning platform operations and provided administrative assistance to team.
Financial Representative Intern
Northwestern Mutual
Stamford, Connecticut
06.2022 - 08.2022
- Prospected and built clientele, sold insurance portfolios, and created financial plans for clients.
- Top intern in the Stamford branch, invited to and attended Annual Meeting at headquarters in Milwaukee, WI.
Education
Bachelor of Science - Financial Management
Clemson University
Clemson, SC05-2024
Skills
- Prospecting strategies
- CRM software
- Client communication
- Data analysis
- Microsoft Office suite
- Relationship management
- Digital marketing
- Client segmentation
- Effective communication
- Problem solving
Certification
Series 7
Leadership and Involvement
- VEA Targeting, Due Diligence, and Discovery Subject Matter Expert - Morgan Stanley (June 2025 - Present)
- VEA Culture Committee - Morgan Stanley (July 2025 - Present)
- Assistant Vice President of Finance - Alpha Chi Omega Sorority (December 2021 - December 2022)
Timeline
Digital Engagement Associate
Morgan Stanley
09.2024 - Current
Global Wealth Management Intern
UBS Wealth Management
06.2023 - 08.2023
Financial Representative Intern
Northwestern Mutual
06.2022 - 08.2022
Marketing Intern
UPIC Program at Clemson University
01.2022 - 12.2023
Bachelor of Science - Financial Management
Clemson University