Summary
Overview
Work History
Education
Skills
Additional Qualifications
Timeline
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RYLEE WILSON

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

4
4
years of professional experience

Work History

Investor Services Associate-Exchange Funds

Morgan Stanley
12.2022 - Current
  • Provide stakeholders and other key points of contacts with the most recent correspondence and reports regarding the 10+ Funds that the Morgan Stanley Exchange Fund team services
  • Assist with the development of the Shareholder Portal providing up to date fund performance and tax information to 5000+ shareholders and 1000+ brokers
  • Manage daily tasks and projects in collaboration with Financial Reporting, Real Estate, and Tax Teams

Financial Representative

The Piedmont Group
02.2022 - 12.2022
  • Identify client's financial goals and concerns in regards to holistic financial and estate planning
  • Provide services encompassing wealth preservation & transfer as well as retirement strategies-accumulation and distribution

Energy Advisor

Spire Energy
10.2021 - 01.2022
  • Responsible for executing corporate retention by offering creative solution to meet each customer's unique circumstances
  • Successfully prevented voluntary customer attrition by executing the Energy Advisor Save Policy

Analyst of Energy Sector

S.M.I.L.E Fund
08.2019 - 12.2020
  • Identified and gathered information on trends in the energy sector
  • Collected and presented data provided by companies including: Chevron Corp, Exxon Mobil, Orsted and Cheniere Energy
  • Performed data-driven analysis to evaluate companies in the energy sector

Education

Bachelor of Science, Business Finance -

University of Tennessee at Chattanooga
Chattanooga, TN
12.2020

Skills

  • Portfolio Management
  • Due Diligence
  • Problem Solving
  • Project Management
  • Asset Allocation
  • Financial Modeling
  • Financial Analysis
  • Investor Communications
  • Data Analysis
  • Relationship Building

Additional Qualifications

  • Bloomberg Markets Concepts (BMC) certified in Bloomberg Software
  • Proficient in Microsoft Office, specifically Excel, PowerPoint, and Word
  • FINRA Securities Industry Essentials (SIE)
  • CFA Level 1 Candidate
  • Licensed Real Estate Agent

Timeline

Investor Services Associate-Exchange Funds

Morgan Stanley
12.2022 - Current

Financial Representative

The Piedmont Group
02.2022 - 12.2022

Energy Advisor

Spire Energy
10.2021 - 01.2022

Analyst of Energy Sector

S.M.I.L.E Fund
08.2019 - 12.2020

Bachelor of Science, Business Finance -

University of Tennessee at Chattanooga

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RYLEE WILSON