Patrick K Morgan

• Created a spin-off program to sell HVAC products with two manufacturers in North Carolina
• Averaged 40 sales calls a week with a 20% conversion rate, creating $27,000 in profits
• Developed high-level custom presentations based on the specific client segments to suit their growth goals
• Coordinated notes and calendars for meetings, events, and appointments

Data Research and Analytics–Special Projects

• Supported the company by providing research and data verification for strategic planning
• Coordinated with community leaders and stakeholders to network and develop business opportunities for the company
• Prepared and distributed a lead analysis report that included headcount, available sales, and locations that yielded positive results of $500k in sales
• Attended industry events with customers to grow existing business
• Accounting
• Kept record of company taxes through QuickBooks
• Ran payroll and reconciliation reports
• Setup recurring payments to 50 unique vendors
• Generated monthly P&L and balance sheet
• Cut advertising costs by 10%
• Reduced non-effective vendors

• Oversaw 1127 client accounts and $158 million in assets
• Reduced risk to match clients' profiles
• Made corrections to accounts based on tax structure
• Conducted in-depth research and analysis on potential investment opportunities, including financial statements, economic data, and market trends
• Designed 2 new software processes to prevent and detect future problems and errors
• Met 98.7% of long-term client goals based on current conditions

• Managed two commercial properties, measuring 11000 and 1500 sq feet respectively
• Tracked and preserved the associated expenses and petty cash receipts and observed relevant budgets
• Managed dynamic environments to ensure the spaces met client standards

• Assisted in program management by contacting clients, managing documents, verifying information to coordinate program components, and, through support, increasing the efficiency of the program
• Assisted with the underwriting of loans valued at $330K+ as an assistant program manager; decreased time to completion by one week
• Scheduled appointments and travel arrangements, managed vendors, ordered supplies, and managed files with zero discrepancy
• Gathered and summarized data from reports and documents for the CEO’s use in responding to inquiries; 100% accuracy in all reports written
• Delivered over 500 beds for families in need