Morgan Alonzo
Baton Rouge,LA
Summary
Results-oriented Wealth Management Client Associate uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
Overview
10
10
years of professional experience
Work History
Wealth Management Client Associate
Merrill Lynch
11.2024 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with financial planning to meet financial goals.
- Facilitated new client onboarding process and investment account setup.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Coordinated events aimed at strengthening relationships between existing clients while simultaneously attracting new prospects interested in the firm''s offerings.
- Contributed to the growth of assets under management by working alongside senior associates in identifying potential opportunities for portfolio expansion.
Housing & Mitigation Resistance Analyst I
Office of Community Development
04.2023 - 11.2024
- Compiled and processed invoices for direct manager.
- Retrieved, analyzed, and shared findings of data sets to meet LMI and National Objectives on upcoming projects.
- Partnered with contracting team, senior leadership, and residents on two current projects: IDJC and Audubon Estates.
- Determined eligibility for interested applicants on Phase II of IDJC relocation.
- Maintained documentation to meet HUD guidelines.
Resident Director Assistant III
Merrill Lynch
03.2021 - 04.2023
- Partnered with senior leadership throughout the Louisiana Mississippi Market (LAMS).
- This included our Market Executive, Resident Directors, Client Relationship Managers, and Compliance Managers.
- Aided senior leadership with executive decision-making by generating same day reports recommending corrective actions and improvements.
- Created individualized scorecards for advisement team to be referenced quarterly throughout the market.
- Produced and presented mass presentations showcasing monthly productivity for the LAMS market.
- Onboarded new hires within the firm.
- Keyholder and BSA for audits & compliance purposes.
- Kept electronic content secure and accessible for relevant internal and external parties.
- Strengthened documentation traceability, developing organizational systems for contracts, records, reports and agendas.
- Updated compensation packages for market, processed expenses and reversals for budgeting purposes.
- Allocated funding for internal office projects.
- Assisted with obtaining applicable sponsorships & organized wholesaler meetings for client and advisor seminars.
Accounts Receivable & Office Manager to Lead Orthopedic Surgeon
Bone and Joint Clinic of Baton Rouge
11.2015 - 06.2020
- Managed medical assistant team; scheduled & pre-certified inpatient and outpatient care, processed clinician charts and surgical procedures following ICD-10 guidelines.
- Trained employees on OSHA compliance and EPIC EHR systems.
- Partnered with vendors on DME equipment and on hand medications.
Education
B.S. - Psychology
Louisiana State University
Alexandria, LA06.2025
Honors Certificate - Software Engineering, Front End & Mobile Application Development, Node.js, JavaScript, MongoDB, React & React Native, Bootstrap, CSS
Nu Camp Full Stack Development
Baton Rouge, LA05.2021
Skills
- Insurance decisions
- Mutual funds
- CRM software usage
- Performance tracking
- Client onboarding
- Teamwork and collaboration
- Customer service
- Active listening
- Client acquisition
- Analytical skills
- Technical proficiency
Timeline
Wealth Management Client Associate
Merrill Lynch
11.2024 - Current
Housing & Mitigation Resistance Analyst I
Office of Community Development
04.2023 - 11.2024
Resident Director Assistant III
Merrill Lynch
03.2021 - 04.2023
Accounts Receivable & Office Manager to Lead Orthopedic Surgeon
Bone and Joint Clinic of Baton Rouge
11.2015 - 06.2020
Honors Certificate - Software Engineering, Front End & Mobile Application Development, Node.js, JavaScript, MongoDB, React & React Native, Bootstrap, CSS
Nu Camp Full Stack Development
B.S. - Psychology
Louisiana State University
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