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Owen Morgan

Owen Morgan

Risk Specialist

Cash App

Technologies

My Portfolio Highlights

My New Track

Data Analyst

My New Track

Data Analyst

Insights curator, carefully selecting and presenting the most valuable knowledge.

My Work

Take a look at my latest work.

course

Exploratory Data Analysis in R

course

Data Manipulation with dplyr

course

Introduction to Data Visualization with ggplot2

course

Joining Data with dplyr

course

Introduction to Statistics in R

course

Sampling in R

course

Introduction to the Tidyverse

course

Introduction to R

course

Exploratory Data Analysis in R

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

Coursera Google Data Analytics Certificate

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to SQL
Introduction to R
Introduction to the Tidyverse
Introduction to Data Visualization with ggplot2

My Work Experience

Where I've interned and worked during my career.

Cash App | Mar 2022 - Present

Fraud Specialist

N/A

Cash App | Jun 2021 - Mar 2022

Customer Success Advocate- Voice Support

N/A

Chase | Jul 2015 - Jun 2021

Licensed Relationship Banker

I elevate client experiences by advising on trusts, assets, estates, and small businesses. I grow a high-grossing portfolio through an elite banking knowledge, exceptional customer service, and expertise in financial products. I direct a book-of-business of over 500 clients, bringing in more than $25M in deposits and investments. I prepare clients with the proper information and insight to make key financial decisions and meet their personal objectives. I align clients for ongoing success and satisfaction by adhering to established policies and best practices. I maintain a strict focus on prioritizing customers' needs and facilitating open lines of communication to promptly address inquiries. I demonstrate finely-tuned communication strengths to present complex information in an articulate manner, lead workshops, and offer industry insights; trusted as an institutional leader. I repeatedly exceeded expectations, resulting in a promotion from previous position of Personal Banker (2015).
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Chase | Sep 2010 - Feb 2015

Assistant Branch Manager

I led high-volume internal operations of the bank and maximized workflows by directing cross-functional teams. I advanced outcomes by providing comprehensive training and coaching for the Manager and 7 tellers. I centralized focused on teaching staff all aspects of financial products and services to ensure customers received the best value. I increased revenue growth by implementing new business strategies based on key performance indicators. I supported teams and encouraged excellence to increase overall profitability within a competitive industry. I was known for achieving notable results and was honored with perfect “no findings” audits on a consistent basis.

About Me

Owen Morgan

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