ALEXA MORGENROTH
********@*****.***
OBJECTIVE
To obtain a position that will enable me to use my strong educational
background, organizational skills, and ability to work well and teach
others.
EDUCATION:
2001-2005: University of Colorado at Boulder- B.A. Psychology; Overall GPA
4.0
2005-2007: Columbia University- MA Developmental Psychology
LICENSES:
Series 7 General Securities Registered Representative, 2012
Series 66 Uniform Combined Registered Investment Advisor, 2012
PROFESSIONAL EXPERIENCE
Financial Advisor, Practice Management Development
Merrill Lynch, Pierce, Fenner & Smith, Scottsdale, Arizona: November 2011-
March 2012
.Developed skills relating to client acquisition, relationship building and
portfolio management
.Daily responsibilities included working with others to build financial
portfolios for clients after analyzing their investment goals, time
horizons, personal commitments and risk tolerance
.Participated in networking events to bring in a new client base
Server/ Hostess/ Bartender
Uncle Louis Restaurant Scottsdale, AZ: December 2010- November 2011
.Provided full service restaurant experience; Cross trained in serving,
bartending and hosting
.Trained new employees starting in restaurant
.Fully trained and experienced in using POS system
.Well versed in all functions relating to daily opening and closing
procedures; Responsible for opening and closing restaurant; including the
preparation of monetary functions; and closing restaurant nightly including
counting cash and settling credit card receipts.
Direct Support Specialist
Child and Family Support Services, Tempe, Arizona: May 2010- December 2010
.Daily responsibilities included psychosocial behavioral coaching,
cognitive restructuring, life skills training, coping skills instruction
and mentoring for children in the behavioral health system.
.Partner with families to meet individuals where they are at and tailor
services to fit families' unique needs.
.Responsible for recording daily progress of each child and monthly
summaries in order to evaluate various approaches and methods used to
increase success of support
.Organized community activities for groups of youth to foster team work,
educational support and community involvement
Direct Support Specialist
Youth and Families First, Glendale, Arizona: February 2010- May 2010
.Provided services on cognitive restructuring, mentoring and life skills
training for children on probation, children with behavioral health
problems, and children with developmental disabilities; services were
provided in client's homes, detention centers and central office.
.Responsibilities included setting up appointments with new clients to
perform their intakes and create individual treatment plans to meet the
needs of each unique child.
.Progress notes, monthly reports, and discharge summaries were also written
on a regular basis.
.Organized community based activities with each individual child to
increase support in children's natural settings and home environment
Impress Production Associate
OfficeMax, Scottsdale, Arizona: August 2009- February 2010
.Successfully manage and coordinate graphic design projects from concept
through completion.
.Collaborate with clients to create vision, conceive designs, and
consistently meet deadlines and requirements.
.Responsible for creating relationships and following up with customers in
order to foster the development of relationships and increase customer
loyalty
.Required to meet daily sales goals within specific department in addition
to overall sales goals of the entire store.
.Responsible for daily maintenance of merchandise, recording of inventory
and ordering of supplies.
Educational Counselor
Epic Foundation/ Imi`ike, Waipahu, Hawaii: May 2009- August 2009
.Develop a curriculum plan that includes the child, the school and the
family
.Work with a team to develop an Educational treatment plan to meet each
child's unique needs.
.Responsible for scheduling weekly one-on-one sessions with native Hawaiian
foster children to track progress and help children set goals for learning;
provide a safe environment for children to continue to grow and develop
physically, socially, educationally, and emotionally.
.Compiled statistical data for government grants.
.Responsible for development of lesson plans and daily instruction to
groups of children on native Hawaiian culture and other subjects included
in the school curriculum
.Organized activities weekly for groups of 15-20 youths to provide
instruction and educational development within the community.
Faculty Liaison
Pace University- Lenox Hill Hospital Physician Assistant Program: May 2007-
Nov 2008
.Liaison between faculty and students
.Responsible for computerized tracking of student progress, upkeep of
student files and consistent documentation in accordance with university
standards
.Coordinated, created & graded examinations; managed student hospital
rotations; created a template for all per diem contracts and independent
contractor agreements; and general office duties.
Receptionist
L&S Mechanical Corporation, Long Island, New York: May 2005-Oct 2006
.Performed data entry, phone triage, and email correspondence
.Consistently engaged in professional communication with clients entering
the office; initiated client relationship, appointment setting, and follow
up procedures.
.Responsible for inventory tracking and office supply management;
Office Assistant
Mortgages Indeed, Garden City, New York: Summers 2002/2003
.Developed electronic client record system to improve efficiency
.Performed general office and organizational tasks; responsible for
appointment setting and client follow-up to track progress
.Created business templates to organize company documentation and complied
price lists daily individualized to meet the needs of each case
Store Manager
Pik-a-Pak, Cedarhurst, New York: Nov 1996-Oct 1998
.Managed an independently owned card shop with sales in excess of
$20,000.00 per month
.Successfully sold high volume merchandise to retail customers and attended
to cash register
.Responsible for daily and monthly inventory and merchandise tracking
Camp Counselor
Camp Baco/ Che-na-wah, Minerva, New York: Summers 1996-2000
.Taught groups of elementary school girls tennis classes, canoeing,
swimming and sailing
.Supervised, planned and developed curriculum in daily activities.