1. Brandy Shingary-Morris
614-209-9337
bshingarymorris@yahoo.com
274 E. Welch Ave. Columbus, OH 43207
Objective To obtain a position which expands my knowledge and skills
Experience
Manning & Napier Advisors
Coordinator, Institutional
Services
June 2009 – October 2015
Dublin, Ohio
• Laid off due to office downsizing
• Assisted with performance reporting reviews and produced
specialty reports for institutional clients
• Prepared presentation materials using PowerPoint and Adobe
• Prepared and reviewed correspondence
• Facilitated and reviewed non standard contracts
• Reviewed investment strategies and client portfolios with a variety
of clients
• Prepared databases and reviewed reports in Excel
• Managed calendars and assured materials were prepared for
meetings
• Trained new employees and wrote procedures
Mulberry Tree Farms
Owner
July 2008 - present
|Columbus, Ohio
• Produces specialty plants for herbal remedies.
• This business is a part-time retirement business that I will continue
to run along with my full time career
Catacombs
Owner/Manager
November 2008 - May 2009
Columbus, Ohio
• Managed 10+ people
• Created marketing plans and materials
• Closed due to economy
Yarger Wealth Strategies
Registered Sales
Assistant/Office Manager
November 2006 - April 2008
Westerville, Ohio
• Prepared reports for client meetings
• Responsible for office supplies and marketing materials
• Processed mutual fund trades
• Assisted in transfer of over 100 client accounts due to office move
• Laid off due to lack of work after office move
Education • Franklin University-Master's of Business Administration (Finance
Concentration) - May 2013
• Franklin University- Bachelor's Degree- Corporate Financial
Management - August 2008
Community Service • Volunteer for Shadowbox Live-April 2015 to Present
Certifications • Series 6-Investment Company Representatives
• Series 63-Uniform Securities Agent State Law
