Jacilyn Lowe
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Jacilyn Lowe Email & Phone Number

Client Service Associate at ORGEL WEALTH MANAGEMENT, LLC
Location: Minneapolis, Minnesota, United States 10 work roles 3 schools
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Role
Client Service Associate
Location
Minneapolis, Minnesota, United States
Company size

Who is Jacilyn Lowe? Overview

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Quick answer

Jacilyn Lowe is listed as Client Service Associate at ORGEL WEALTH MANAGEMENT, LLC, a company with 30 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Jacilyn Lowe.

Jacilyn Lowe previously worked as Administrative Assistant at Orgel Wealth Management, Llc and Amazon Marketing Affiliate at Amazon. Jacilyn Lowe holds Bachelor Of Science - Bs, Organizational Management, 3.8 from University Of Minnesota Crookston.

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ORGEL WEALTH MANAGEMENT, LLC

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Profile bio

About Jacilyn Lowe

I have always had a passion for understanding how positive leadership can shape an organizations culture and ultimate success. I am driven to find the most efficient and effective ways of getting things done to contributes to an organization in a way that is smart, meaningful, and valuable.I know that to be truly successful in my career, I need to be able to work with people, find innovative solutions and make contributions that really matter.

Current workplace

Jacilyn Lowe's current company

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ORGEL WEALTH MANAGEMENT, LLC
Orgel Wealth Management, Llc
Client Service Associate
altoona, wisconsin, united states
Website
Employees
30
AeroLeads page
10 roles

Jacilyn Lowe work experience

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Client Service Associate

Current

Orgel Wealth Management is an independent SEC-registered investment advisory firm that provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services primarily include investment management.

May 2023 - Present

Amazon Marketing Affiliate

Minneapolis, Minnesota, United States

  • Created eye-catching content using Photoshop, InDesign, and Canva to provide genuine reviews of products and services.
  • Created media to influence sales of products through social media platforms such as Facebook, Instagram, Twitter, Pinterest, and TikTok.
  • Prepared professional, on-point and brand-specific copy for diverse platforms and target audiences.
  • Generated ideas and innovated social media marketing strategies for different brands and platforms.
  • Engaged positively… Show more
  • Engaged positively with online community to gain insights and capitalize on learning opportunities.
Aug 2021 - Dec 2022

Teacher

Woodbury, Minnesota, United States

  • Performed student background reviews to ascertain learning deficiencies and strengths to develop tailored lessons based on student needs.
  • Used videos, lectures and moderated discussions to engage students during class.
  • Conquered challenges of working with highly diverse student population to attain exceptional student achievement.
  • Participated in workshops, trainings and conferences to improve educational skills.
  • Established and enforced rules for behavior and procedures… Show more
  • Established and enforced rules for behavior and procedures to maintain order among students.
Jul 2020 - May 2021

Consultative Sales Associate

Eagan, Minnesota, United States

  • Sold memberships and products to customers as well as effectively inform them about the details and benefits of services, contracts and products.
  • Performed receptionist duties such as scheduling, answering phone calls, filing, invoicing, cash counting and opening and closing the salon.
  • Developed key customer relationships to increase sales.
  • Demonstrated product features to align with customer needs.
  • Answered product questions with up-to-date knowledge of sales and… Show more
  • Answered product questions with up-to-date knowledge of sales and promotions.
Sep 2019 - Mar 2020

Administrative Office Specialist

  • Balanced the daily receipts, processed expense reports, and filed invoices.
  • Offered diverse clerical support to office team members, managed correspondence, answered telephone calls and tracked documentation.
  • Computed, recorded and proofread data or reports.
  • Completed work schedules, managed calendars and arranged appointments.
  • Operated photocopiers and scanners, facsimile machines and personal computers.
  • Copied, sorted and filed records of office activities and… Show more
Jan 2017 - Aug 2019

Server / Supervisor

Duluth, Minnesota Area

  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Coached staff on strategies to enhance performance and improve customer relations.
  • Responsible for handling a high volume of customers while multitasking many responsibilities
  • Handled any employee or customer conflict in a understanding and professional… Show more
  • Handled any employee or customer conflict in a understanding and professional matter.
Aug 2016 - Jul 2019

Assistant Event Planner

Cottage Grove, MN

  • Performed a number of tasks such as planning conferences, banquets, and weddings.
  • Coordinated vendors, timelines and budgets for events.
  • Formulated and implemented plans, then measure those plans to be more efficient and effective for the future.
  • Handled client questions and concerns via different communication channels to deliver exceptional customer service.
  • Negotiated with vendors to achieve most favorable terms.
  • Tracked payments, balances and registrations for… Show more
May 2016 - Aug 2016

Cook/Server

Park Cafe

Saint Paul Park

May 2012 - Jul 2013
Team & coworkers

Colleagues at ORGEL WEALTH MANAGEMENT, LLC

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3 education records

Jacilyn Lowe education

FAQ

Frequently asked questions about Jacilyn Lowe

Quick answers generated from the profile data available on this page.

What company does Jacilyn Lowe work for?

Jacilyn Lowe works for ORGEL WEALTH MANAGEMENT, LLC.

What is Jacilyn Lowe's role at ORGEL WEALTH MANAGEMENT, LLC?

Jacilyn Lowe is listed as Client Service Associate at ORGEL WEALTH MANAGEMENT, LLC.

Where is Jacilyn Lowe based?

Jacilyn Lowe is based in Minneapolis, Minnesota, United States while working with ORGEL WEALTH MANAGEMENT, LLC.

What companies has Jacilyn Lowe worked for?

Jacilyn Lowe has worked for Orgel Wealth Management, Llc, Amazon, Peace Of Mind Daycare Inc, Totally Tan, and Schneiderman'S Furniture.

Who are Jacilyn Lowe's colleagues at ORGEL WEALTH MANAGEMENT, LLC?

Jacilyn Lowe's colleagues at ORGEL WEALTH MANAGEMENT, LLC include Aaron Rott, Donna Murr, Cfp®, Cdfa, Bryan Reynolds, Brian Murray, and Theodore Stewart.

How can I contact Jacilyn Lowe?

You can use AeroLeads to view verified contact signals for Jacilyn Lowe at ORGEL WEALTH MANAGEMENT, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jacilyn Lowe attend?

Jacilyn Lowe holds Bachelor Of Science - Bs, Organizational Management, 3.8 from University Of Minnesota Crookston.

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