Richard Morgana

Richard Morgana

Annuity Supervisor

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location of Richard MorganaBronx, New York, United States

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  • Timeline

  • About me

    Financial Services Professional, Mutual Funds Expert

  • Education

    • Queens College

      -
      Bachelor's degree
    • Queens College

      -

      President, Sociology Club

  • Experience

    • BNY Investment Center

      Jan 1999 - Jan 2007
      Annuity Supervisor

      Supervised day to day operations of annuity department. Placed equity, bond, mutual fund and put and call options for clients and registered representatives for their clients. Reduced telephone time by 25-35% through exceptional customer service skills. Researched industry standing and market valuations for equities for high net worth clients; instrumental in increasing sales by 50% for Client Service Support Group.

    • Fidelity National Financial

      May 2007 - Nov 2014
      Operations rep

      Directed and monitored global team and accounts under management. Oversaw and optimized all pricing and security set-up processes and activities. Maintained open lines of communication with peers and senior management to ensure cohesive operations. • Utilized Bloomberg API to assist in pricing foreign securities and to effectively update various Excel spreadsheets; identified and eliminated pricing for securities with no holders saving firm $1000 annually.• Exceptional use of Microsoft Access and Excel created more concise spreadsheets for end of month pricing for Operations and Services Group Show less

    • Coca-Cola FEMSA

      Jun 2015 - Apr 2016
      Pricing Manager

      Responsible for pricing Coca-Cola products for sales managers. Reduced unnecessary orders by 25% through Microsoft Excel.

    • Bank of America Merrill Lynch

      Apr 2017 - Oct 2017
      Pricing Analyst
    • New York Life Insurance Company

      Jan 2019 - now
      Senior Financial Services Representative
  • Licenses & Certifications