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Bryant Thomas

Custodial Services - Media Building

195 followers

Alpharetta, Georgia, United States

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Timeline
About me
Digital Virtual Engagement Associate at Morgan Stanley
Education
- Wilbur O. and Ann Powers College of Business at Clemson University
  2020 - 2024
  Bachelor of Science - BS Financial Management
  Activities and Societies: Wall Street South Investment Club, Real Estate Club Emphasis in Commercial Banking & Investments, Minor in Accounting
Experience
- Augusta National Golf Club
  Mar 2018 - Apr 2018
  Custodial Services - Media Building
  Maintained cleanliness of the Augusta National’s Media Building during The Masters Golf Tournament.
- The River Golf Club
  May 2021 - Aug 2021
  Course Outside Services
- Byrd-McLellan Agency, Inc.
  May 2022 - Aug 2023
  Customer Service Intern
  Interned for the Summer in 2022 and 2023, from May to August each year. Assisted clients with payments, endorsements to their policies, and quoting new policies. Received clients in-office and over the phone and sent correspondences to clients on behalf of agents. Utilized Applied Epic Insurance Management software as part of day-to-day activities. Performed deposits & receipts on the agency’s cash accounts for premium payments.
- Morgan Stanley
  Jul 2024 - now
  Digital Virtual Engagement Associate
  Licensed Associate providing Morgan Stanley Financial Advisors with dedicated digital marketing and communication support to promote growth. Operating as an extension of the Financial Advisor’s Team, I develop and execute digital marketing and communication strategies across web, social media and email that strengthens their digital presence and elevates the client experience.
Licenses & Certifications
- Series 63
  NASAA
- Securities Industry Essentials (SIE)
  FINRA
- Series 7
  FINRA

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