Trainee Mortgage Adviser & Graduate Trainee at 3D Wealth with a First Class Honours in BSc Finance & Investment Banking from the University of Greenwich@ 3D WEALTH MANAGEMENT LTD
London, Greater London, United Kingdom
Shannon Morgan
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University of Greenwich
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FlashIntel GPTShannon Morgan is a skilled professional with 7.7 years of work experience. She is proficient in Microsoft Excel and holds a First Class Honours in Finance and Investment Banking from the University of Greenwich. Shannon has experience in admin and sales, currently training to become a Financial Advisor with CII. She is motivated, energetic, and a reliable team member. Shannon has worked in various roles, including Delivery Administrator, Administrator, Stock Associate, Sales Assistant, Office Administrative Assistant, and Sales Assistant. She has also worked as a Sales Assistant and Sales Assistant.
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About
Skilled on Microsoft Excel, with a First Class Honours in BSc Finance and Investment Banking from the University of Greenwich. Experience in admin and sales, currently training to be a Financial Advisor with CII. Motivated, energetic and a reliable team member.
Work Experience
Trainee Mortgage Adviser & Graduate Trainee at 3D Wealth with a First Class Honours in BSc Finance & Investment Banking from the University of Greenwich
Delivery Administrator
Financial Services
Shannon Morgan's Professional Milestones
- Stock Associate (2019-11-01~2020-12-01): Collaborated with stockholders to acquire valuable resources and maintain high client satisfaction.
- Administrator (2021-11-01~2022-12-01): Streamlined administrative processes, improving efficiency and reducing costs.
Education
Finance And Investment Banking
2019-2022Certification
Other Named Shannon Morgan
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Shannon Morgan works for 3D WEALTH MANAGEMENT LTD
Shannon Morgan's role in 3D WEALTH MANAGEMENT LTD is Trainee Mortgage Adviser & Graduate Trainee at 3D Wealth with a First Class Honours in BSc Finance & Investment Banking from the University of Greenwich
Shannon Morgan works in the industry of Financial Services
Shannon Morgan's latest job experience is Trainee Mortgage Adviser & Graduate Trainee at 3D Wealth with a First Class Honours in BSc Finance & Investment Banking from the University of Greenwich at 3D WEALTH MANAGEMENT LTD
Shannon Morgan's latest education in University of Greenwich
