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Michelle Mahecha Perez

Michelle Mahecha Perez

Sales Associate

Followers of Michelle Mahecha Perez2000 followers
location of Michelle Mahecha PerezNew York City Metropolitan Area

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  • Timeline

  • About me

    Wealth Management Analyst at Morgan Stanley

  • Education

    • White Plains Senior High School

      2015 - 2019
      Advanced Regents Diploma with Seal of Biliteracy 9-12

      Activities and Societies: National Honors Society, Bollywood and Hip-Hop Dance Groups, Varsity Volleyball, Club Volleyball

    • University of Pennsylvania

      2019 - 2023
      Bachelor of Arts - BA Honors Psychology & Hispanic Studies

      Activities and Societies: The Kite & Key Society - Tour Guide, The WALK Magazine - Social Chair, Quaker Girls Dance Team - Social Chair, Women's Philanthropic Society- Member

  • Experience

    • Christmas Pop Up

      Nov 2017 - Jan 2018
      Sales Associate

      Helped customers select and personalize gifts; utilized Square Technology to complete sales transactions

    • The Rock Gallery

      Jan 2018 - Aug 2019
      Manager

      Directed operations to enhance customer service, increased sales, and promoted a positive retail environment

    • University of Pennsylvania

      Jun 2020 - Aug 2020
      Penn Undergraduate Research Mentorship Scholar

      Conducted prosody research alongside psycholinguist, John Trueswell. I conducted a speech production experiment using PRAAT technology and a speech perception experiment using pcIBEX technology. I created a research poster of my project and presented it at CURF’s 16th Annual Research Expo.

    • Attentive

      Aug 2020 - Jun 2022
      Growth Marketing & Recruiting Intern

    • Morgan Stanley

      Jun 2022 - Aug 2022
      Wealth Management Summer Analyst 2022

      Worked on the Wealth Management Strategy team with a focus on earnings reporting | Received full-time offer

    • Attentive

      Aug 2022 - May 2023
      Client Strategy & Product Intern

    • University of Pennsylvania

      Aug 2022 - May 2023
      Undergraduate Research Assistant - The Kable Lab

    • Morgan Stanley

      Jul 2023 - now
      Wealth Management Rotational Analyst

      Innovation Team (August 2023 - April 2024)Institutional RIA Business Strategy Team (May 2024 - December 2024)

  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA

    • Series 7

      FINRA

    • Series 63

      NASAA

  • Honors & Awards

    • Awarded to Michelle Mahecha Perez
      John P. Sabini Undergraduate Award - May 2023
    • Awarded to Michelle Mahecha Perez
      Summa Cum Laude - May 2023
    • Awarded to Michelle Mahecha Perez
      National Honors Society - May 2019

  • Volunteer Experience

    • College Coach

      Issued by Latino U College Access (LUCA) on Aug 2019
      Latino U College Access (LUCA)Associated with Michelle Mahecha Perez

    • Campus Tour Guide

      Issued by Kite and Key Society on Aug 2019
      Kite and Key SocietyAssociated with Michelle Mahecha Perez

    • Income Tax Preparer

      Issued by Campaign for Working Families, Inc. on Jan 2023
      Campaign for Working Families, Inc.Associated with Michelle Mahecha Perez