Morgan Mitchell
Port Jefferson Station,NY
Summary
Motivated and disciplined professional with a strong foundation in finance, sales, and client relations. Graduate of Stony Brook University, where I balanced Division I athletics on a nationally ranked Top 10 women’s lacrosse program with consistent academic achievement, earning Dean’s List honors. Currently working as a Business Development Center (BDC) Agent at Westbury Jeep Chrysler Dodge Ram, where I manage customer relationships, generate leads, and support sales growth. Previously gained financial industry experience as an intern at SW Financial, developing analytical and client service skills. Known for strong work ethic, teamwork, communication, and the ability to perform in high-pressure environments.
Overview
4
4
years of professional experience
Work History
BDC Representative
Westbury Jeep
Westbury, NY
10.2025 - Current
- Assisted customers with inquiries, providing timely and accurate information.
- Managed incoming leads through phone and internet, ensuring comprehensive follow-up.
- Utilized CRM software to track customer interactions and sales progress.
- Coordinated service appointments, enhancing customer satisfaction through efficient scheduling.
Intern
Sw Financial
Miller Place, NY
05.2022 - 08.2022
- Supported financial analysts in data collection and reporting for client accounts.
- Assisted in preparing detailed financial statements and presentations for client meetings.
- Coordinated with team members to streamline administrative processes and improve efficiency.
- Conducted research on market trends to support investment strategies and decision-making.
Education
Master of Science - Business Administration
Stony Brook University
Stony Brook, NY05.2024
Bachelor of Science - Marketing
Stony Brook University
Stony Brook, NY05.2023
Skills
Customer Relationship Management (CRM)
Lead Generation & Client Communication
Sales & Pipeline Management
Financial Analysis & Accounting Fundamentals Microsoft Excel & Data Analysis
Customer Service & Conflict Resolution
Time Management & Multitasking
Teamwork & Leadership
Problem Solving
Adaptability in Fast-Paced Environments
Timeline
BDC Representative
Westbury Jeep
10.2025 - Current
Intern
Sw Financial
05.2022 - 08.2022
Master of Science - Business Administration
Stony Brook University
Bachelor of Science - Marketing
Stony Brook University