Michael Morgan

Inspirer
DISC Type : di

Senior Asset Liability Analyst - Assistant Vice President at Bank of America Merrill Lynch

Charlotte, North Carolina, United States

Overview

Michael is a Senior Asset Liability Analyst and Assistant Vice President at Bank of America, recently relocating from the UK to Charlotte, NC. With a background in profit and loss analysis and commercial management at IBM, he is highly analytical. He holds a degree from Loughborough University.

Describing himself as a highly social person, Michael has a strong interest in bringing people together to form strong working communities. He demonstrated this by leading the Chester CFO Social Committee at his previous location, organizing events to build team cohesion.

In late 2021, he took the initiative to become the Head of the Chester CFO Social Committee.

Personality Overview

Confident & Optimistic

Fast Adopter

Decisive

They don’t mind taking a stand if they believe in something.  They respond well to objective pitches but also attach some value to relationships. They usually prefer to drive the conversation.

Topics They Care About

Asset Liability Management
His current role is Senior Asset Liability Analyst, indicating a core focus on managing the balance sheet risks of the bank.
Financial Analysis
His previous role involved deep-dive analysis of desk performance and providing detailed commentary on profit and loss summaries.
Workplace Community
He proactively led the Chester CFO Social Committee with the stated goal of bringing people together and forming strong working communities.

Media Appearances

Michael has no verified media appearances

Work History

12-2022
Senior Asset Liability Analyst - Assistant Vice President at Bank of America Merrill Lynch
1-2022 - 12-2022
Head of Chester CFO Social Committee at Bank of America Merrill Lynch
9-2020 - 12-2022
Profit and Loss Analyst - Officer at Bank of America Merrill Lynch
7-2017 - 8-2018
Financial Services Sector Banking Cluster Commercial Manager/Commercial Analyst. at IBM
2-2017 - 2-2017
Regulation, Compliance and Anti-Financial Crime Intern at Deutsche Bank

Education

2015 - 2019
Bachelor of Science (BSc) from Loughborough University
2007 - 2015
Education details unavailable from King Edward VI School, Southampton

More Information

Social Presence :

Prographics :

Exp : 6 Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : Senior Asset Liability Analyst - Assistant Vice President at Bank of America Merrill Lynch
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Refer to testimonials from well known people to highlight the value of your product
  • Look like someone who is on top of their game

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Michael

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Michael take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Michael

Personality Compatibility


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