Summary
Overview
Work History
Education
Skills
Timeline
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Melissa Morgan

Londonderry,NH

Summary

Developed strong analytical and decision-making skills in fast-paced financial environment, with focus on optimizing portfolio performance. Seeking to transition to new field where strong financial acumen and strategic thinking can drive success.

Professional with strong expertise in portfolio management, prepared to drive impactful results. Demonstrates effective team collaboration, adaptability, and consistent track record of meeting goals. Skilled in financial analysis, risk assessment, and strategic planning. Known for reliability, communication skills, and focus on delivering outcomes.

Overview

7
7
years of professional experience

Work History

Assistant Portfolio Manager

UG2 LLC
09.2023 - Current
  • Prepared insightful reports for clients regarding portfolio performance, market outlook, and investment recommendations.
  • Contributed to the development of new investment strategies through innovative thinking and rigorous research methods.
  • Increased departmental efficiency by identifying areas for improvement and implementing workflow enhancements, resulting in streamlined processes and better allocation of resources.
  • Maintained strong relationships with clients by addressing concerns and providing regular updates on account activities and market conditions.
  • Collaborated with the Portfolio Manager to maintain a diversified portfolio, reducing overall risk exposure.

Area Manager of Operations

UG2 LLC
06.2022 - 09.2023
  • Conducted regular audits of facility operations to ensure compliance with industry regulations and company policies.
  • Led a team of professionals, fostering a collaborative environment to achieve company goals.
  • Facilitated communication between departments, resolving conflicts, and streamlining processes for better collaboration.
  • Enhanced customer satisfaction by addressing concerns promptly and implementing process improvements.
  • Increased overall efficiency by identifying areas for improvement and implementing best practices.
  • Monitored daily operations closely, proactively addressing any potential issues before they escalated into larger problems.
  • Established clear performance expectations, providing regular feedback and support to team members for continuous growth.
  • Oversaw inventory management, optimizing stock levels, and reducing waste.
  • Managed multiple projects simultaneously, ensuring timely completion and adherence to quality standards.
  • Implemented safety protocols to maintain a secure work environment for employees and customers.
  • Monitored and analyzed performance data, identifying areas of improvement and developing corrective action plans.
  • Enforced compliance with local, state and federal regulations and company standards.
  • Traveled to over 3 locations per week to manage each site and perform reviews of individual managers and employees.
  • Worked closely with Portfolio Manager implementing operational procedures and processes to improve efficiency and optimize operations.
  • Oversaw employee attendance record, handled payroll, and ordered new materials for sites.

Site Supervisor

UG2 LLC
04.2021 - 06.2022
  • Trained new team members on site policies and procedures.
  • Maintained records and logs of work performed and materials and equipment used.
  • Worked with personnel and managers to meet strict timelines.
  • Oversaw personnel safety and efforts at work site.
  • Developed work schedules for team members to maximize shift coverage.
  • Supervised material usage and contractor man-hours to keep projects in line with budgetary restrictions.
  • Implemented best practices and safe operating procedures.
  • Conducted thorough quality assurance checks on completed work, ensuring compliance with industry standards and client requirements.
  • Enhanced site safety by implementing strict safety protocols and conducting regular inspections.
  • Provided clear communication to team members regarding goals, expectations, and individual responsibilities within the project scope.
  • Guided employees and contractors in task completion, offering assistance to meet tight deadlines.
  • Collaborated with management and fellow supervisors to organize operations and achieve demanding schedule targets.
  • Oversaw employee attendance record, handled payroll, and ordered new materials for sites.
  • Improved employee morale through consistent leadership support, fostering a positive working environment conducive to productivity.

Site Supervisor

SJ Services
04.2018 - 04.2021
  • Trained new team members on site policies and procedures.
  • Maintained records and logs of work performed and materials and equipment used.
  • Worked with personnel and managers to meet strict timelines.
  • Oversaw personnel safety and efforts at work site.
  • Developed work schedules for team members to maximize shift coverage.
  • Implemented best practices and safe operating procedures.
  • Conducted thorough quality assurance checks on completed work, ensuring compliance with industry standards and client requirements.
  • Guided employees and contractors in task completion, offering assistance to meet tight deadlines.
  • Maintained strong client relationships, providing regular updates on project progress and addressing any concerns promptly.
  • Resolved issues among team members to keep employees on task.
  • Achieved high levels of client satisfaction through meticulous attention to detail and proactive communication.
  • Inspected equipment and tools used for safe operation.
  • Administered disciplinary actions to workers violating safety regulations and company policies.
  • Created and implemented plans to maximize efficiency of workers.
  • Trained workers in proper methods, equipment operation and safety procedures.

Education

Associate of Applied Science - Electronic Engineering Technology

Nashua Community College
Nashua
06-2016

High School Diploma -

Dover Senior High School
Dover, NH
06-2004

Skills

  • Portfolio optimization

  • Customer service

  • Team leadership

  • Time management

  • Decision-making

  • Verbal and written communication

  • Complex Problem-solving

  • Staff training and development

  • Staff management

  • Documentation and reporting

  • Strategic planning

  • Relationship building

  • Operations management

  • Project management

  • Customer relationship management (CRM)

  • Performance management

  • Shift scheduling

  • Schedule preparation

Timeline

Assistant Portfolio Manager

UG2 LLC
09.2023 - Current

Area Manager of Operations

UG2 LLC
06.2022 - 09.2023

Site Supervisor

UG2 LLC
04.2021 - 06.2022

Site Supervisor

SJ Services
04.2018 - 04.2021

Associate of Applied Science - Electronic Engineering Technology

Nashua Community College

High School Diploma -

Dover Senior High School

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Melissa Morgan