Third-year Finance major with a concentration in Wealth Management at Coastal Carolina University, AACSB-Accredited E. Craig Wall Sr. College of Business. Skilled in Microsoft Excel, Mathematics, Marketing, Communication, Sales, Strategy, and Problem-Solving.
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Financial Representative InternNorthwestern Mutual May 2024 - Aug 2024Providence, Rhode Island, United States* Prospected and networked extensively to build a robust client base, setting and conducting meetings with potential clients to understand and address their unique financial needs.* Developed and executed comprehensive business strategies, leveraging proprietary financial planning software to offer tailored recommendations to clients. -
FounderJdc Property Management Jan 2021 - May 2024Narragansett, Rhode Island, United States* Generated $30,000+ in sales *Organized and managed daily schedules for 100-plus clients and employees.*Arranged business expenses and profits utilizing Excel to productively maximize my time.*Scaled clientele utilizing personal brand and various marketing techniques.
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Retail SalesworkerCoast Guard House Apr 2018 - Jun 2021Narragansett, Rhode Island, United States*Maintained weekly product inventory, trained employees, reconciled daily receipts and cash, and sold products to customers. -
Operations Administrative AssistantRapid Prep Jun 2017 - Sep 2019North Kingstown, Rhode Island, United States*Managed daily contracts utilizing Excel.*Utilized Alert sales program and Excel to accomplish daily invoicing and receivables.*Developed company marketing materials and effectively distributed them.*Assisted with yearly inventory counts utilizing Excel.
Jack Coley Education Details
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Finance And Wealth Management Services -
High School Diploma
Frequently Asked Questions about Jack Coley
What is Jack Coley's role at the current company?
Jack Coley's current role is B.S. in Business Administration, Concentration in Wealth Management at Coastal Carolina University.
What schools did Jack Coley attend?
Jack Coley attended Coastal Carolina University, South Kingstown High School.
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Jack Coley
San Antonio, Tx8coleysolutions.com, gmail.com, coleyinc.com, coleyfederal.com, coleyassociates.com, coleyinc.com, hiwaay.net, hiwaay.net3 +121040XXXXX
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Jack Coley
United States -
Jack Coley
Pre-Dentistry Student At The College Of Science And Mathematics | Seeking A Summer 2024 Dentistry Internship | Hardworking | Works Well With Others | EnthusiasticUnited States -
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