Megan Gutierrez

A seasoned leader at Morgan Stanley, adept in strategic goal-setting and fostering team collaboration, I excel in analytical thinking and problem-solving. With a proven track record of driving continuous improvement and optimizing performance, my focus on regulatory compliance and employee development has significantly contributed to achieving company objectives.

• Monitored client progress through regular follow-ups and case reviews.
• Utilized case management software and databases for efficient information tracking.
• Consulted with staff on resolution of complex service issues.
• Maintained up-to-date case records with case activity status.
• Participated in professional development activities related to case management best practices.
• Evaluated work of staff to maintain quality and effectiveness of resources.

• Prepared reports detailing staff performance metrics such as productivity levels or customer satisfaction ratings.
• Organized team activities to build camaraderie and foster pleasant workplace culture.
• Suggested various operational strategies to increase productivity.
• Provided regular reports to senior management on team performance, challenges, and strategic recommendations.
• Fostered an inclusive team culture, promoting diversity and encouraging innovative ideas.
• Led a diverse team of 14 to 28 members, fostering a collaborative and high-performance culture.
• Coached team for success by using corrective action processes.

• Organized team activities to build camaraderie and foster pleasant workplace culture.
• Suggested various operational strategies to increase productivity.
• Identified training needs, created a comprehensive onboarding program and conducted orientation sessions for new hires.
• Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
• Conducted regular employee performance evaluations to offer constructive feedback and solutions to propel improvements and growth.
• Led regular team meetings to communicate current business trends and relevant updates.
• Provided guidance, coaching and mentoring to individual team members as needed to help them reach their full potential.