Nathan J. Morgan
(407) 341-9943 ∙
MBA Candidate preloaded with finance and operation...
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Nathan Morgan - Finance Resume_1-21-16

Published on: Mar 3, 2016

Transcripts - Nathan Morgan - Finance Resume_1-21-16

  • 1. Nathan J. Morgan (407) 341-9943 ∙ CAREER SUMMARY MBA Candidate preloaded with finance and operations experience. Excellent analytical, communication, and interpersonal skills through experience in financial analysis, portfolio management, the financial services industry, and operations management for a technology growth company. Motivated team leader that excels in a fast paced environment and holds FactSet’s applied financial modeling certification and Series 7 and Series 66 licenses. EDUCATION Rollins College, Crummer Graduate School of Business, Winter Park, FL Master of Business Administration, GPA: 3.88, Concentration: Finance and Management April, 2016 Financial Projects:  ACG Cup, buy-side M&A o Developed and presented strategic alternatives for $550M retail company using an industry overview, DCF and EBITDA multiples valuation, LBO model, and scenario analyses.  Crummer Endowment Fund Management o Presented Buy/Sell recommendations of securities using returns and holdings analysis to Board Members  Security Analysis o Developed an analysis report leveraging growth rates and discount models with qualitative management analysis to support the recommendation, and received the highest score out of my peers Florida State University Tallahassee, FL Bachelor of Science, Finance April, 2010 PROFESSIONAL EXPERIENCE The Walt Disney Company Orlando, FL Professional Finance Intern, Facilities and Operations Services (2015) June – December, 2015  Provided forecast and variance explanations for a $100M/yr cost center operation, reviewed by senior leadership  Created integrated reports and an interactive dashboard that increased labor efficiency by 5% using Excel, Pivot Tables, and Business Objects and collaborating with cross-functional team members  Developed relationships with Operations personnel and led ad hoc analyses to evaluate changes in labor and volume which created a cost reduction opportunity of $1M/yr, or 1% Fidelity Investments Jacksonville, FL Investment Solutions Representative (2014) 2013 – 2014  Identified opportunities to realign client portfolios complying with industry and government regulations  Secured funds from new and existing clients averaging $4M per month Financial Representative & Premium Relationship Associate (2013)  Achieved second highest rollover total of approximately $4M out of 32 peers with an average customer account value of $100,000  Executed orders, with 0 errors over tenure, for clients’ mutual funds, stocks, and options positions Monster Media Orlando, FL Operations Manager (2011-2012) 2010 – 2012 Operations Coordinator (2010-2011) HONORS & ACHIEVMENTS Crummer/Sun Trust Portfolio Management 2016 - Present Crummer Finance Organization, Co-President 2014 - Present Crummer Finance Scholarship 2014 - Present ACG M&A Cup & Crummer Endowment Fund Management Project 2015 - 2016 Community Legal Services of Mid-Florida Consulting Project 2015 - 2016 Leadership Award, Center for Leadership Development 2014 - 2015 TECHNICAL SKILLS Financial Modeling, Security Analysis, Excel (advanced), FactSet, Business Objects and SAP, MS Suite, Siebel Systems, Fidelity Active Trader Pro

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