Jack Engel Email & Phone Number

Austin, Texas, United States

Eagan, Minnesota, United States

-Identified Key Performance Indicators (KPIs) using problem-solving and critical thinking skills and developed Procedures to track KPIs in order to aid executive decision making and capital budgeting-Created Financial presentation for potential investors using analytical skills and advised company officers how to present financial information in a clear.

Omaha, Nebraska, United States

-Placed approximately 10-20 equity, ETF, mutual fund, equity option, and index options trades for clients per day-Analyzed options hedging, speculation, and income strategies for clients using analytical skills to help assess risk exposure-Provided client support by answering inbound calls in regards to accounts, policies, and investment products-Assisted.

Wayzata, Minnesota, United States

-Utilized Salesforce to compile contacts into a comprehensive database of advisors and firms in the region-Assisted clients with questions regarding different emerging alternative funds-Reached out to advisors at Wells Fargo, RBC, Stifel to assess the need for funds offered by James Alpha

Eagan, MN

-Conducted approximately 40 telephone interviews over two months by adhering to a systematic process and procedure and utilizing strong communication skills to collect information for market research.-Collected approximately 200 doctors’ information using analytical skills and adhering to a procedure to enter the information into the MDex database to be.