Rory Mcvey

Experience

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  United States Marine Corps

  Dec 2005 - Dec 2009

  Directly supervised 18 Marines with duties and personnel matters, In Iraq, held government secret clearance, managed legal and administrative paperwork of 210 Marines and participated in combat operations.Received a Certificate of Commendation for creating a program that improved tracking and accountability of all personnel and their location.Awarded the Navy Marine Corps Achievement Medal for leading operations during training exercise at 29 Palms Marine Corps Base, California after our commander suffered a concussion. Show less Held government secret clearance Directly supervised 210 Marines legal and administrative paperwork by creating and analyzing spreadsheets and word documentsParticipated in combat operations by taking part in convoys and patrolsAnswered phones, directed calls to appropriate areas, and sustained communication among three separate platoons to guarantee training, safety, and accountabilityReceived a Certificate of Commendation by creating a program using MS Excel that improved tracking and accountability of all personnel and their location Show less

  • Motor Transportation Chief

    Jun 2008 - Dec 2009

  • Administrative and Legal Clerk

    Aug 2007 - May 2008

  • Motor Vehicle Operator

    Dec 2005 - Aug 2007
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  Donovan, Schayer & Massey Trading, LLC

  Jun 2012 - May 2013

  Trading Assistant

  Actively disseminated order flow between Chicago Mercantile Exchange and Chicago Board Options exchange.Reconciled firm’s position with clearing house to ensure accuracy of trades and position resulting in zero discrepancies or audits. Checked trades with brokers and exchange at CME Group to ensure correctnessHandled trade discrepancies directly with opposite brokers and clearing firmKept traders informed of position risk characteristics through use of analyzer packet and risk slideTroubleshot issues with equipment and trading platform in live market Show less

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  Morgan Stanley

  Oct 2013 - Aug 2016

  Associate Private Banker

  Provided financial, liquidity and debt solutions to 239 Financial Advisors and their clients utilizing firm marketing, Complex presentations, and individual engagements.Achieved $600 million in closed mortgage business in 2015 by collaborating with Complex and Regional managers on initiatives to increase sales and revenue.Increased Financial Advisor participation 32% by creating a lending sales booklet to personalize, educate, and increase Financial Advisors’ product knowledge and awareness of securities-based loans. Show less

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  Deutsche Asset Management

  Aug 2016 - Jun 2017

  Internal Consultant

  Advised financial consultants and other key personnel about investment solutions and current economic and market conditions.Collaborated with external partners as well other business partners to align activities andgoals for the region and its advisors.Prepared asset allocation strategies on basis of client goals and risk tolerances.

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  Wells Fargo Advisors

  Jun 2017 - now

  Market Sales Manager

  Partner, strategize and educate Financial Advisors in the Chicago markets to satisfy clients' lending, planning and investment needs. Collaborate with different internal lines of business to achieve Financial Advisor lending participation growth.Managed (Dotted line) team of 7 Mortgage Consultants, 2 Wealth Management Bankers, and 1 Custom Banker to attain top 10 lending market from 2018 through 2021.Co-Host Hiring our Heroes program to provide and prepare active duty military members for employment in corporate America. Show less