Summary
Overview
Work History
Education
Skills
Timeline
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JOE KAVANAGH

Towson,MD

Summary

Detail-oriented and technically adept professional with 3+ years of experience in financial operations, process improvement, and customer-facing roles. Proven success supporting investment operations at Morgan Stanley, including mutual fund and ACAT transfers, with a focus on accuracy, compliance, and workflow efficiency. Strong foundation in data analysis, Excel automation, and CRM systems, backed by a background in computer science. Recognized for quick learning, cross-functional collaboration, and a consistent focus on operational excellence.

Overview

4
4
years of professional experience

Work History

Sales & Leasing Professional

Heritage Mazda
11.2024 - Current
  • Consistently exceeded performance targets through structured processes, data-driven decision-making, and strong client engagement.
  • Maintained a 100% CSI score, reflecting exceptional service quality and attention to detail.
  • Surpassed internet lead conversion benchmarks by 30% through effective CRM use and timely follow-ups.
  • Supported team performance by mentoring peers and sharing best practices.
  • Communicated complex product and financing information clearly and accurately to clients.

Operations & E-Commerce Manager

HHH Customs
08.2023 - 11.2024
  • Managed end-to-end operations for a fast-growing e-commerce business, supporting 3,000+ customers and generating $30K+ in monthly revenue.
  • Oversaw inventory, fulfillment, and vendor coordination across domestic and international supply chains.
  • Built SOPs and streamlined workflows to support scalable operations and improve service consistency.
  • Used performance data and A/B testing insights to optimize marketing efforts and drive revenue growth.
  • Maintained a 5-star customer rating by ensuring timely delivery, clear communication, and quality control.

Mutual Fund Transfer Associate

Morgan Stanley
02.2023 - 08.2023
  • Promoted within 4 months due to strong performance, fast onboarding, and exceeding processing goals.
  • Managed complex high-volume manual mutual fund transfers across domestic and international accounts with strict compliance.
  • Processed 3,000+ domestic and 300+ offshore transfers monthly, ensuring speed and accuracy.
  • Automated reporting processes, reducing director reporting time by 40% and improving data accuracy.
  • Trained 5 new team members post-E*TRADE merger, supporting smooth departmental integration.

Account Transfer Analyst (ACATS)

Morgan Stanley
04.2022 - 02.2023
  • Converted from temp to full-time within 5 months due to accuracy, initiative, and cross-functional support.
  • Processed high-volume ACAT transactions with a focus on compliance, speed, and error reduction.
  • Served as a subject matter resource for Morgan Stanley branches on complex transfer inquiries.
  • Used advanced Excel and Salesforce CRM to track workflows, resolve issues, and improve team communication.

Sales & Leasing Professional

Heritage CDJR/VW Parkville
05.2021 - 02.2022
  • Quickly adapted to sales with no prior experience by mastering product knowledge, sales processes, and customer engagement.
  • Built foundational skills in CRM use, lead follow-up, and appointment setting to support sales pipeline and client experience.
  • Gained trust from team and clients through strong work ethic, adaptability, and communication.
  • Supported team performance by sharing process knowledge and contributing to a collaborative environment.

Education

Computer Science Degree - Computer Science

Towson University
Towson, MD
02.2019

Skills

  • Financial Operations
  • Process Improvement
  • Communication & Collaboration
  • Research & Strategy
  • Analytical Tools
  • Technical Proficiency
  • Strong negotiation skills
  • Adaptability & Initiative

Timeline

Sales & Leasing Professional

Heritage Mazda
11.2024 - Current

Operations & E-Commerce Manager

HHH Customs
08.2023 - 11.2024

Mutual Fund Transfer Associate

Morgan Stanley
02.2023 - 08.2023

Account Transfer Analyst (ACATS)

Morgan Stanley
04.2022 - 02.2023

Sales & Leasing Professional

Heritage CDJR/VW Parkville
05.2021 - 02.2022

Computer Science Degree - Computer Science

Towson University

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