Toptal

Toptal is a network of the world's top freelance talent in technology, design and business that enables companies to scale their teams, on demand. With $200+ million in annual revenue and over 40% year-over-year growth, Toptal is the largest fully distributed workforce in the world. Connecting organizations with a global network of Top Talent.

Enterprise Sales Development Representative

Centric Mortgage, LLC

Senior Mortgage Loan Officer

Mortgage Loan Officer

Vivint Solar

Door to door outside sales connecting homeowners to clean solar energy.

Solar Sales Consultant

Toll Brothers

• Mortgage Loan Officer for Toll Brothers Luxury NY and NJ buyers.
• Tailoring high balance and Jumbo mortgage options with a variety of investors to match the needs of high net worth luxury buyers.
• Relationship builder, maintaining a pipeline of borrowers and potential borrowers for build times of upwards of 12 months on average.
• Providing education on options and updating options for borrowers with changing needs throughout their build time.
• Consistently being over 100% to goal for  company sales performance and high capture scores.
• High Customer Service Recommendations based on borrower surveys.

Freedom Mortgage

• Licensed Mortgage Loan Originator for over 20 states.
• Provided refinance options for FHA, VA and Conforming loan options.

Loan Officer

Proud Neighbor Magazine

• Assistant Publisher and Assistant Editor for "Proud Neighbor", a community lifestyle magazine for the city of Philadelphia. 
• Assessing writing samples and making recommendations for writers to be featured as contributors.
• Editing, writing and proofing submissions for the magazine.
• Liaising with writers, editorial staff, designers and other staff to negotiate and monitor stages in the publishing process.

Publishing Assistant/ Assistant Editor

St. Clair CPA Solutions

CPA Financial Group, LLC, a subsidiary of St. Clair CPA Solutions.

• Did site visits and conducted meetings with clients in order to do presentations and on boarding for 403(b) plan participants.
• Initiated transactions for participants including loans, exchanges, allocations, and terminations.
• Provided knowledge of fund availability and fund performance as well as retirement investing options. 
• Provided high quality personalized service to clients by responding to participant inquiries and providing account and plan information by phone, email and in person. 
• Responding to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication.

Financial Services Associate/ Retirement Plan Specialist

Vanguard

•Initiating transactions for participants including loans, exchanges, allocations, and terminations. 
•Working with the various areas of the Institutional Investor Group Division to enhance overall quality and workflow efficiencies. 
•Providing industry knowledge to fund performance and retirement investing. 
•Providing high quality client service across Institutional Participant Services by responding to participant inquiries and providing account and plan information from various information systems. 
•Providing fund and investment performance information to participants by phone. 
•Responding to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication. 
•Excelling by developing basic knowledge of Vanguard funds, products and services, the overall financial services industry through classroom training, on-the-job training, and self study.

Client Relationship Associate

Elite Marketing Group

•Worked in a sales and marketing capacity for an experiential marketing company conducting local public awareness for SafeLink Wireless, a government sponsored telecommunications company. 
•Received recognition for being a top fifty nationwide performing representative; averaging 100+ enrollments weekly, earning top commission and bonuses.
•Actively recruited, trained and supervised successful representatives who in turn became top performing representatives for the Philadelphia outreach team.   
•Scouted and communicated with business owners and community leaders in order to retain lucrative locations for customer enrollments.

Outreach Representative

Young Scholars Fredrick Douglas Elementary School

•	Worked at Frederick Douglass School to help close the achievement gap for low-income students in Philadelphia. 
•	Acted as an instrumental leadership team member for a first-year “turnaround” charter school. 
•	Collaborated with staff and teachers to reinforce the school's expectations for student behavior.  
•	Created activity plans and facilitated weekly “community circles” to lead student character development and social-emotional learning. 
•	Conducted meetings and communicated with parents and/or staff to discuss specific issues regarding students.
•	Compiled and completed data processing to input and analyze student data.

Elementary School Assistant Dean of Students

People Lover | Conversation Starter | Connecting you to freelance "Unicorn" talent for your projects, on demand

Bonafide world traveling rockstar with a demonstrated history in the sales and financial services industry. I love to build connections, hear stories and build bridges. Building relationships that enable me to discover and solve problems is what I love to do. :-)

Taplio

P.K. Morgan's Linkedin Analytics

P.K. Morgan

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