Health & Fitness

Through my time as a fraternity president, sales intern for SKLZ, and a client service associate at Morgan Stanley I have gained tremendous skill and experience in public speaking, problem resolution, and project management.  I am able to transfer these skills directly into anything I am tasked with.

•Provide stock and account analysis to assist in determining asset allocation for clients.
•Organize and create prospective client seminars for financial advisor. Create mailing/calling list of potential clients. Call prospects to set appointments and gain seminar attendees. 
•Observe and analyze current economic environment to find entry/exit points in the stock market.

Client Service Associate

•Created a comprehensive direct sales plan for the company to add a new revenue stream. 
•Analyzed consumer data to determine key regions and demographics for expansion. 
•Presented sales plan to company executives.
•Worked with members of sales team effectively to create sales’ strategy and methods.
•Performed data entry of customer information and compiled excel data.

Sales Intern

•Worked under Senior VP Financial Analyst creating research reports on various stocks, bonds, etf's and companies, as well as communicating extensively with members of all branches of the company to complete assigned tasks. 
•Configured remote computing application on his personal computer to allow for mobile work environment.
•Completed work on FA’s website through Morgan Stanley.

Intern

Worked during the sumer months of those years from May-August.
•Promoted from lifeguard to supervisor: Supervised lifeguard staff
•Coordinated guard meetings 
•Dealt with customer complaints and created positive customer relations
•Ensured adherence to safety and facility rules and health standards

Lifeguard/Supervisor

Find out detailed information about Theodore Simonson,  in Tucson, AZ

Theodore Simonson: in Tucson, AZ

Theodore Simonson

Morgan Stanley

SKLZ

Morgan Stanley

Tucson Country Club

University of San Diego