Morgan Lykins
Cincinnati
Summary
Student at the Carl H. Lindner College of Business, majoring in finance and a minor in economics. Currently working as a financial representative working directly with clients to create financial needs analyses, solutions to debt, and life insurance plans. Possessing past experience in the real estate, sales, and restaurant industries. Deeply passionate about all things related to personal finance, investment banking, and the stock market. Ambition, discipline, an open mind, and desire to learn and improve are defining characteristics. Transferable skills in interpersonal communication, persuasive speaking, team collaboration, leadership, and attention to detail.
Overview
1
1
year of professional experience
Work History
Financial Representative
Primerica
Blue Ash
08.2025 - Current
- Educated clients on life insurance, debt solutions, and investments.
- Conducted financial needs analyses and collaborated with others to build tailored plans for clients.
- Built sales, persuasion, and client relationship skills.
- Maintained compliance and attention to detail in a regulated industry.
Sales Representative
Weedman
Louisville
03.2025 - 06.2025
- Generating residential leads for products through targeted outreach during season.
- Maintained a 30%+ lead conversion rate using self-developed sales strategies.
- Developed strong interpersonal communication and team collaboration skills, along with how to handle rejection.
Intern
1st Class Mortgage Group
Louisville
11.2024 - 06.2025
- Mentee of the Vice President, a nationally ranked top 1% Mortgage Loan Originator.
- Gained hands-on exposure to mortgage origination, understanding client relationships, and loan structuring.
- Developed a foundation of knowledge in the real estate industry and learned how to work in an office environment.
Server Assistant
Porcini Italian Restaurant
Louisville
07.2024 - 02.2025
- Supported front-of-house operations during high-volume ( 200+ customers per night ) dinner service.
- Helped ensure smooth, professional guest experiences in a fine-dining setting.
- Developed strong skills in interpersonal communication, focus, teamwork, and time management.
Education
BBA - Finance
University of Cincinnati
Cincinnati, OH 08.2025 - 09.2025
Skills
- Interpersonal Communication
- Financial Analysis
- Team Collaboration
- Sales
- Mortgage Loan Origination
- Equity Research
- Leadership
Languages
English
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
Spanish
Limited
References
References available upon request.
Volunteer Work
- Worked with St. John Paul II Parish in Louisville, KY as a childcare worker for marginalized and underprivileged elementary age students from November 2022 - November 2023.
Timeline
Financial Representative
Primerica
08.2025 - Current
BBA - Finance
University of Cincinnati
08.2025 - 09.2025
Sales Representative
Weedman
03.2025 - 06.2025
Intern
1st Class Mortgage Group
11.2024 - 06.2025
Server Assistant
Porcini Italian Restaurant
07.2024 - 02.2025