Morgan Thompson

Experience

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  Marimba One

  Jan 2008 - Jan 2010

  Marketing & IT Manager

  - Spearheaded marketing initiatives as the lead project manager, overseeing both domestic and international strategies.- Managed company database and IT Department, ensuring smooth operations while implementing brand and positioning strategies.- Produced marketing materials, maintained the website, enhanced SEO, and established a robust social media presence to drive engagement and brand visibility.

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  Girl Scouts of Colorado

  Jan 2011 - Jan 2011

  Kitchen Manager
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  Redwood Community Action Agency

  Apr 2014 - Oct 2015

  Energy Services Specialist

  - Conducted weekly workshops to effectively educate clients on program fundamentals, ensuring clear communication and understanding.- Managed budgeting and procurement of materials for weatherization clients across three counties, demonstrating strong financial acumen and resource allocation skills.- Oversaw the comprehensive scheduling and tracking of all weatherization fieldwork phases, including assessments, window replacements, attic and floor insulation, post-inspections, and call-backs, ensuring efficient project management.- Successfully operated within the parameters of multiple contracts, maintaining precise records and tracking allocated funding for each year, ensuring compliance and accountability.- Collaborated closely with clients to ensure timely assessment and completion of work, preventing eligibility expiration and maximizing program benefits. Show less

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  HealthSPORT

  Oct 2015 - Mar 2016

  Marketing Coordinator

  - Orchestrated multi-location marketing campaigns, leading a cross-functional team in collateral creation, project management, and content development, resulting in a cohesive and impactful brand presence.- Oversaw marketing efforts across diverse platforms, ensuring a comprehensive approach that effectively conveyed the brand's message and resonated with the target audience.- Fostered team collaboration to execute marketing strategies successfully, emphasizing the importance of cohesive teamwork in achieving branding goals. Show less

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  Premier Financial Group

  Mar 2016 - Sept 2019

  - Managed analytical report procurement, presentation prep, fee calculations, follow-ups, and client correspondence; fostered 80+ client relationships.- Tasked with the thorough preparation of client documents, which included setting up new accounts, Investment Management Agreements, and facilitating fund transfers- Proficient in composing and managing client correspondence for effective communication.- Calculated Required Minimum Distributions and kept track of client’s distributions throughout the year to ensure proper disbursements were made for tax purposes.- Streamlined workflows via collaboration with principals, advisors, and admin staff, ensuring timely outcomes.- Led meetings, organized training, and bolstered team unity and development for increased cohesion and growth. Show less

  • Investment Administrator

    Jun 2017 - Sept 2019

  • Office Investment Administrator

    Mar 2016 - Jun 2017
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  Eureka City Schools

  Sept 2019 - Sept 2020

  District Technology Systems Operator & Technology Secretary

  - Skillfully managed district's School Information System (SIS), liaised with school staff, and troubleshooted software issues.- Handled student registration, designed tailored reports, processed transfer requests, and oversaw enrollment.- Administered SIS and testing software to ensure seamless information flow; authored & disseminated correspondence distributed to parents, employees, and students.- Produced diverse printed and web collateral, managed the school’s website, and oversaw multiple social media platforms for effective marketing outreach.- Managed HR reports to validate staff's adherence to employment qualifications, ensuring current training and ongoing education compliance for the entire team. Show less

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  Premier Financial Group

  Feb 2022 - now

  Virtual Assistant

  - Responsible for the comprehensive preparation of client documents, including new accounts, Investment Management Agreements, and fund transfers.- Actively contribute to HR and cross-departmental training and onboarding processes for new hires.- Collaborate with financial advisors, offering expert guidance on investment strategies and budgeting.- Expertise in crafting analytical reports, assessing client investment needs, and devising fee schedules.- Dedicated to nurturing strong client relationships and ensuring their financial needs are met.- Maintain a meticulous approach to document management and database oversight. Show less