Jack Waller Email & Phone Number

Hartford, Ct, Us

Thessaloniki, Central Macedonia, Greece

Analyzed company portfolio and simulated growth through investments. Worked and developed case studies on foreign relations and investments within a team of 5 interns. Presented final improvement proposal in front of leadership from the firm.

Bentley University

President of Bentley Chess Club for 2 years; led and managed organization's general body and Executive Board. Helped grow organization from a new to an established club on campus. Taught the game of chess to beginners and improved skills of intermediate players. Organizing events like GM simuls, tournaments, competitions, etc.

New York City Metropolitan Area

New York City Metropolitan Area

Waltham, Massachusetts, United States

Chosen by finance & accounting professor for academic strength to participate in a PwC case study; took on the role of a business consultant within a 5 person team. Worked with PwC associates and Bentley faculty advisors, analyzing a specialized case study, to pitch a 10 minute presentation to PwC partners.

New York City Metropolitan Area

Specializing in life insurance (PPLI) for high-wealth clientele. Worked in underwriting team with fellow interns. Organized and managed client files and associated documentation in the filing system. Delivered key data analytics projects using MS Excel within a collaborative team environment. Documented meeting minutes and captured key deliverables and action items to ensure team accountability. Worked with company's system operations (Egnyte and SmartOffice) for organizing clientele documents, performed risk profile assessments (RPIQ), designed and managed projects for company, participated in team-meetings and recorded action notes.

Westport, Connecticut, United States

Worked for the Finance Operations and Accounts Payable manager within the Dalio Family Office (DFO). Assisted the Finance Operations team members with data input and project management activities for key finance projects. Enhanced the vendor management system by utilizing data analytics and spreadsheet analysis with MS Office. Coordinated meetings, tracked action items, and provided project status reports.