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MORGAN B.

FREEMAN
846 Hal Street ▪ San Diego, CA 92102 ▪ (619) 379-1097 ▪msmorganbfreeman@cox.net

SUMMARY

Personable, flexible, goal oriented professional with over eight (8) years of experience in
administration client relations, office procedures and management. Talented marketer
with three (3) years experience skilled in catalog development, event planning, inventory
management and brand building. Key strengths include organizational skills, multiple
schedule planning, document preparation and management. Excellent oral and written
communication, problem solving, and computer skills.

EDUCATION AND TRAINING


The Art Institute of California – San Diego 2008 – Fall 2010
Bachelor of Science, Fashion Marketing and Management
University of California, San Diego, Extension – San Diego, CA 2005
Professional Paralegal Certificate, ABA Approved
San Diego City College – San Diego, CA
AA, CSU Transfer Studies 2005
RELEVANT COURSEWORK
ARC of San Diego Current
Neighborhood Unity Foundation May 2009
Area Board XIII May 2009
READ San Diego September 2004
PROFESSIONAL EXPERIENCE

Northern Trust Bank, San Diego, CA


August 2005-June 2008
Trust Associate (2006-2008)
• Disbursed funds utilizing cash movement accounting systems as directed by
relationship manager.
• Completed formal account reviews, identified opportunities and problems within
account relationships and recommend appropriate action to the relationship
manager.
• Opened and closed client accounts using computerized system
• Built client relationships and fulfilled banking requests.
Divisional Associate (2005-2006)
• Executive assistant and office manager providing support to the Region President
and the entire San Diego Office
• Assisted in office event planning, hosting; SD Grantmakers, Girl Scouts, YMCA, SD
Chamber of Commerce and banking clients
• Responsible for vendor relations, office purchasing and check requests
• Processed accounts payable for approval and payment; researched and reconciled
differences and provided status updates on account activity ensuring accurate bill
payment and record keeping.
• Created and Maintained department organizational charts, computerized files, e-
mail distribution lists, spreadsheets and databases

Nicholas | Applegate Capital Management, San Diego, CA


Oct. 2000-Nov. 2003
Executive Assistant
• Provided administrative support to Chief Technology Officer, Chief Financial Officer
and two Vice Presidents.
• Updated and distributed monthly financial reports
• Motivated and lead teambuilding activities improving staff retention
• Coordinated and arranged all video conferencing, agendas and inter-departmental
staff meetings

SKILLS

• Photoshop • Report Writing • Customer Relations


• InDesign • Team Building • Effective Time
Management
• Event Planning • Microsoft Office • Purchasing

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