Richard Morgana

Experience

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  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.

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  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

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  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.

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  Bank of America Merrill Lynch

  Apr 2017 - Oct 2017

  Pricing Analyst
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  New York Life Insurance Company

  Jan 2019 - now

  Senior Financial Services Representative