Open To Work
Joshua Wells
Lucasville
Work Preference
Summary
Dynamic professional with a proven track record at Morgan Stanley, excelling in analytical problem-solving and database management. Spearheaded the development of executive reports, enhancing decision-making efficiency. Adept at issue resolution and training, fostering a culture of continuous improvement and operational excellence.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Team Lead and Escalation AVP
Morgan Stanley
Columbus
12.2018 - 12.2023
- Responded to high-pressure requests for immediate reports for executives within one hour.
- Developed and generated reports for leadership and partners, enhancing decision-making processes.
- Managed databases in Jira, SQL, and SharePoint, ensuring data accuracy and availability for stakeholders.
- Trained management on software usage, facilitating smoother operations through on-site technical solutions.
Financial Advisor
XXI FINANCIAL
Columbus
04.2016 - 05.2018
- Facilitated client sales of tailored financial products to meet individual needs.
- Educated clients on financial products, enhancing their understanding and informed decision-making.
- Executed targeted outreach strategies, increasing client acquisition and engagement.
- Managed and maintained schedule for appointments and meetings.
Pharmacy Technician (Level 3)
KROGER PHARMACY
Waverly
09.2009 - 04.2016
- Processed insurance claims to ensure timely patient access to medications
- Medication management for various patient types
- Managed health screenings to identify patient needs and promote wellness
- Trained new employees on pharmacy procedures and customer service protocols
Education
BBA -
Shawnee State University
Portsmouth, Ohio05-2014
High School Diploma -
Eastern High School
Beaver05-2006
Skills
- project management
- Risk management
- Information technology supportHardware troubleshootingSoftware installation and networking
- Information technology support
Hardware troubleshooting
Software installation and networking - data analysis
- Microsoft Office 365 expertise
- Analytical problem-solving
- Issue resolution
- attention to detail
Certification
Series 7 & 63, 6638394
References
- Melissa Phipps, Melissa.phipps@ports.pppo.gov
- Jason Frasier, 740-727-5833
- Dustin Blanton, 740-935-2454
- Ronald Lee Donahue, 740-708-1025
Timeline
Team Lead and Escalation AVP
Morgan Stanley
12.2018 - 12.2023
Financial Advisor
XXI FINANCIAL
04.2016 - 05.2018
Pharmacy Technician (Level 3)
KROGER PHARMACY
09.2009 - 04.2016
BBA -
Shawnee State University
High School Diploma -
Eastern High School