Manager Sales

Alejandro Morales

*** **** ***** ******** ******, Livingston NJ 07039

973-***-**** ******@****.***

EDUCATION:

Bachelor of Science in Business Administration, Finance December 2020

Bachelor of Science in Economics December 2020

Shippensburg University, Shippensburg, PA

John L. Grove College of Business is accredited by AACSB

Honors:

Dean's List, John L. Grove College of Business Spring 2018, Fall 2019, Spring 2020

Omicron Delta Epsilon, International Honors Society in Economics Fall 2020

SKILLS & CERTIFICATIONS:

Securities Industry Essentials certification Bloomberg Terminal certification Bilingual Spanish

RELEVANT EXPERIENCE:

Bank Teller, Citizens Bank, Shippensburg PA. September 2020 – Present

-Handle deposits, withdrawals, transfers and cash transactions up to $10,000

-Provide information about basic services and fees to bank customers and general public

Investment Analysis, The Wisman Fund, Shippensburg PA. May 2020 - Present

-One of 11 students selected by the Dean and Faculty of the College of Business to run a multi-asset class portfolio for the Shippensburg University endowment fund

-Conduct company and industry research, prepare and present stocks and securities pitches, and lead a team of analysts in making investment decisions for a $150,000 live portfolio

-Evaluate and continually monitor the holdings of the Shippensburg University Investment Portfolio through various equity research models that consider individual security’s strength, value, growth, and profitability

- Utilize industry-leading software such as the Bloomberg Terminal, Morningstar Direct, and Thomson Reuters Baseline to make the best buy/sell recommendations and gain a better understanding of financial analysis

Financial Consultant Intern, Equitable Advisors, Manhattan NY. May 2020 - Present

-Trained Towards Series 7 License alongside Equitable full time advisors: learned to sell variety of financial planning products/services offered by a global financial services firm with over $700 Billion in AUM

-Managed extensive databases and spreadsheets to lead nationwide recruiting efforts; recommended and implemented third party scheduling platform to streamline interview process and bolster candidate contact ratios.

OTHER WORK EXPERIENCE

Sales Associate, GNC, Chambersburg PA. December 2019 -August 2020

Equipment Manager, Shippensburg University Athletics, Shippensburg PA. March 2019 - May 2020

Barista, Starbucks, Shippensburg PA. October 2018 - Present

Co-Owner, G Morales Landscaping LLC, Livingston NJ. 2010 - Present

CAMPUS INVOLVEMENT

Member, Reach Out, Shippensburg University January 2019 - Present

-Organized fundraisers and collected $7,000 to support educational programs in the Dominican Republic

Member, Investment Club, Shippensburg, PA. September 2018 - Present

-Help manage a $30,000 investment portfolio to increase performance by 16%

COMMUNITY SERVICE

Event Planner, Saint John's Church, West Orange, NJ. 2019

-Participate in monthly meeting about parish organization and fundraising opportunities

-Raised over $25,000 through various fundraisers, cost cutting activities and selling unused resources

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