Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tristan Hart

Chicago,Illinois

Summary

Results-oriented professional with expertise in client relations and operational efficiency. Proven ability to enhance communication and critical thinking skills to meet diverse client needs. Strong background in finance supports strategic decision-making and problem-solving.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Client Relationship Manager

Morgan Stanley
Chicago, IL
03.2025 - Current
  • Obtained Series 7 and 63 licenses to enhance compliance capabilities.
  • Fielded inbound customer inquiries regarding account-related requests, including money movement and trade requests.
  • Collaborated with management to identify operational challenges and propose effective solutions.
  • Coordinated with internal teams to ensure seamless service delivery.

Analyst

Rambler Investment Fund
Chicago, IL
08.2021 - 05.2024
  • Conducted in-depth valuation and industry analysis on large-cap stocks listed on the NYSE and NASDAQ for a student-run organization. Portfolio valued at over $1.2 million.
  • Provided buy, sell, and hold recommendations for securities through detailed equity research reports and presentations to stakeholders.
  • Contributed to developing comprehensive macroeconomic reports by analyzing economic indicators, geopolitical factors, and market trends, contributing to the fund’s overall investment strategy.

Business Development Coordinator

GigFinesse, Inc.
New York, NY
08.2022 - 08.2023
  • Conducted in-depth market research of new cities and their hospitality scenes, identifying high-potential markets for expansion. Presented findings to leadership, providing strategic recommendations on which markets to pursue based on growth potential and competitive landscape.
  • Drove lead generation efforts and strategically qualified prospects, playing a key role in enhancing the sales pipeline. Managed and optimized the CRM database to ensure accurate tracking, improving overall sales team efficiency and prospect engagement.
  • Facilitated cross-departmental communication between the sales team and product, marketing, and customer support teams to develop innovative solutions that addressed consumer challenges and improved overall customer satisfaction.

Business Development Intern

GigFinesse, Inc.
New York, NY
05.2022 - 08.2022
  • Identified and presented potential opportunities in the Chicago hospitality market to leadership, using market trend analysis and competitor insights to guide strategic decisions.
  • Supported the sales team by generating leads, qualifying prospects, and maintaining the CRM database to optimize pipeline management.
  • Supported the creation of tailored pitches and pitch decks for potential clients, showcasing key value propositions to drive business growth.

Education

BBA - Finance

Loyola University of Chicago
Chicago, IL
05-2024

Skills

  • CRM management
  • Market research
  • Account management
  • Customer support
  • Salesforce
  • Financial analysis
  • Problem solving
  • Trade execution
  • MS word, excel, and outlook

Certification

  • SIE
  • Series 7
  • Series 63

Timeline

Client Relationship Manager

Morgan Stanley
03.2025 - Current

Business Development Coordinator

GigFinesse, Inc.
08.2022 - 08.2023

Business Development Intern

GigFinesse, Inc.
05.2022 - 08.2022

Analyst

Rambler Investment Fund
08.2021 - 05.2024

BBA - Finance

Loyola University of Chicago

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