Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Morgan Dulak

Houston,TX

Summary

Results-driven professional with a strong work ethic and a proven track record of contributing to the growth of startup companies. My core competency as an analyst is my ability to see the big picture. I am good at creating actionable deliverables for companies and communicating findings in an effective manner. I believe in continuous improvement both personally and professionally.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Logistics Associate

PathPoint Energy Trading
05.2022 - Current
  • Managed and maintained a comprehensive database of contracts and pipeline logistics data for a commodity trading company, ensuring accurate and up-to-date information for informed decision-making
  • Played a pivotal role within a cross-functional team tasked with developing an AI-driven solution to forecast market patterns and enhance trading logistics efficiency
  • Acted as primary liaison between traders and software developers, effectively translating business requirements into technical specifications and ensuring alignment between stakeholders throughout AI application development
  • Leveraged analytical skills to identify opportunities for process optimization and efficiency improvements within trading operations, resulting in enhanced productivity and reduced risk exposure
  • Collaborated with stakeholders to gather and analyze business requirements, translating them into actionable insights to drive continuous improvement initiatives and inform strategic decision-making processes.

Risk Analyst Intern

DTE Energy Trading
05.2021 - 09.2021
  • Used R, SQL and Power BI to create carbon-offset trading report ($200M+ notional value) used daily by senior executives for daily risk review
  • Gathered requirements and independently created reports with detailed drill through capabilities allowing end users to monitor and make informed financial decisions regarding trading risk
  • Provided daily multi-million Profit-and-Loss reports and risk summaries to executives including CEO and President.

Business Development Intern

Bayou Stone Advisory Group
05.2020 - 09.2020
  • Strategized with boutique financial advisory firm focused on providing lead-generating services to connect private equity investment partners
  • Maintained administrative control over project management for deal origination team.

Education

Bachelor of Science - Business Analytics Technology

Trinity University
San Antonio, TX
05.2022

Skills

  • Data Analytics
  • Data Visualization
  • Data Cleaning
  • Asset Management
  • Process Optimization
  • SQL
  • R
  • Microsoft Excel
  • Power BI
  • PowerPoint
  • Tableau

Certification

Ethical Leadership Certification from NASBA

Excel Expert Certified

Tableau Expert Certified

Timeline

Logistics Associate

PathPoint Energy Trading
05.2022 - Current

Risk Analyst Intern

DTE Energy Trading
05.2021 - 09.2021

Business Development Intern

Bayou Stone Advisory Group
05.2020 - 09.2020

Bachelor of Science - Business Analytics Technology

Trinity University

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Morgan Dulak