Summary
Overview
Work History
Education
Skills
Activities
Accomplishments
Certification
References
Timeline
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Morgan Tate

Wilmington

Summary

Dynamic professional with a proven track record at Fizzano Sport Horses LLC, excelling in revenue enhancement and strategic financial guidance. Adept in data analysis and customer relations, I successfully implemented a new pricing strategy that significantly improved profitability while ensuring client satisfaction. Recognized for attention to detail and teamwork in high-pressure environments. Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments. Possesses experience in data entry and money handling. Capable of quickly memorizing product details and fostering strong customer relationships. Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Barn Manager & Assistant Trainer

Fizzano Sport Horses LLC
West Chester
08.2024 - Current
  • Oversaw daily operations and care for a 10+ horse training and rehabilitation facility, specializing in Hunters, Jumpers, and Equitation Sport.
  • Oversaw comprehensive horse care and facility management, including health monitoring, veterinary coordination, tailored nutrition planning, facility upkeep, and the development of individualized exercise and training programs aligned with client objectives.
  • Coordinated client services, horse shows, and equine sales, while maintaining professional relationships with clients and vendors, ensuring seamless operations, and high client satisfaction.
  • Secured a sponsorship with Immubiome Supplements and cultivated supplier partnerships to obtain quality products at competitive prices.
  • Delivered strategic financial oversight by managing budgets, optimizing inventory, and implementing a new pricing structure that increased profitability and aligned with market standards.
  • Enhanced business visibility and client engagement by developing a professional website and managing social media accounts to effectively showcase services and transparent pricing.

Lead Sales Associate

Restore Hyper Wellness
Lancaster
07.2023 - 02.2024
  • Delivered exceptional customer service, educating clients on medical and aesthetic services, benefits, and membership options.
  • Efficiently managed daily studio operations, including client consultations, personalized service recommendations, appointment scheduling, inventory, and accounting, while fostering client loyalty and repeat business through empathetic issue resolution and personalized outreach.
  • Drove a new studio location to become #1 in revenue and service count among 9+ stores within 10 months by consistently exceeding sales targets, leading with initiative, and achieving top sales performance as the #1 membership sales representative out of 600+ employees.
  • Trained and mentored more than five sales representatives at multiple Restore Hyper Wellness locations.
  • Developed and executed targeted marketing campaigns, managed social media engagement, and established strategic partnerships with local businesses and organizations, including MLS and NCAA athletes and coaches, to drive new business growth.
  • Conducted market research to identify growth opportunities and enhance branding, supported management with promotional planning and process improvements, and maintained detailed client and sales data using Excel and Tableau.

Equestrian Trainer

Silver Lining Farms
Birdsboro
01.2023 - 03.2023
  • Trained horses of all ages and disciplines, including competitive Hunter/Jumpers and Fox Hunting.
  • Developed customized training programs based on each horse's capabilities, and conducted basic training exercises to develop young horses.
  • Assessed behavior and performance to identify areas for improvement, and to implement appropriate training techniques.

Consultant

Maveric Class, LLC
Newark
10.2020 - 12.2020
  • Engage in a research project to determine marketing parameters, goals, and strategies.
  • Served as part of the consulting team that will offer project options, including optimal geographic sites, product selection, and profit margin estimates based on civilian traffic patterns, etc.

Education

Bachelor of Science - Double Major in Finance and Financial Planning and Wealth Management

University of Delaware
Newark, DE
04.2025

High school or equivalent -

Lancaster Country Day School - College Preparatory School
Lancaster, PA
05.2020

Skills

  • Microsoft Office
  • Tableau
  • Attention to detail
  • Teamwork and collaboration
  • Problem-solving abilities
  • Data analysis
  • Customer service
  • Project management
  • Marketing strategies
  • Microsoft Excel proficiency

Activities

  • Camp Counselor, YMCA Camp Tockwogh, 07/17, 06/19, Worton, MD
  • Food Coordinator, Four Diamonds Mini - Thon, 02/17, 02/20, Lancaster, PA

Accomplishments

  • Awarded Top Sales Rep in December 2024 for most sales made within all AMMA Restore Location

Certification

  • CPR and First Aid Certified
  • mHBOT Certified
  • Licensed Delaware Boat Operator

References

References available upon request.

Timeline

Barn Manager & Assistant Trainer

Fizzano Sport Horses LLC
08.2024 - Current

Lead Sales Associate

Restore Hyper Wellness
07.2023 - 02.2024

Equestrian Trainer

Silver Lining Farms
01.2023 - 03.2023

Consultant

Maveric Class, LLC
10.2020 - 12.2020

Bachelor of Science - Double Major in Finance and Financial Planning and Wealth Management

University of Delaware

High school or equivalent -

Lancaster Country Day School - College Preparatory School

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Morgan Tate