Christopher Brugger

Experience

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  Warren James

  May 2019 - Sept 2019

  Business Development Associate

  • Used Microsoft Excel to handle a current portfolio of clients and prospective leads.• Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.• Maintained an extensive knowledge of company products and services to provide top-notch expertise to customers.

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  Vector Marketing

  May 2020 - Jun 2020

  Sales Representative

  • Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness and closing percentage.• Exceeded first-week sales goals by 500% to increase revenue and facilitate the selling of CutCo Kitchenware and Garden Tools.• Proactively managed client correspondence and recorded all tracking and communications, while providing quality and timely customer service throughout the delivery process.

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  Phi Gamma Delta

  Oct 2020 - Feb 2022

  Treasurer

  • Leadership position dealing with financial success and sustainability of the Fraternity• Involved in risk management, strategic communication, financial due diligence, as well as overseeing many different committees and chairs• Necessitated highly effective communication skills in order to better our financial standing

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  Morgan Stanley

  Jun 2021 - Sept 2021

  Wealth Management Intern

  • Provided research, administrative and operational support to the Menlo Park ultra-high-net-worth wealth management team.• Gained valuable exposure to portfolio construction, investment allocation, and risk optimization through my summer internship.• Demonstrated extensive knowledge of SEC and FINRA regulatory requirements and expert knowledge of internal brokerage and procedures.• Prepared and presented a pitch deck to the Executive Director with a mock sum of $100,000, and received valued feedback and advice. • Sponsorship for my SIE certification. Show less