Jack Gottlieb Email & Phone Number

New York, New York, United States

Madison, Wisconsin, United States

• Evaluated financial situation, family dynamics, and estate planning goals for simulated estate plan; conducted in-depth analysis of investment portfolios, evaluated performance, risk, and overall strategy
• Determined appropriate asset allocations based on their financial objectives, risk tolerance, and investment horizon
• Researched market trends, economic indicators, and relevant news to make informed investment recommendations; identified and assessed portfolio risks, developed strategies, mitigated risk exposure
• Utilized financial modeling software, portfolio management tools, and other technologies to enhance analytical capabilities; created and maintained Excel database

New York, New York, United States

• Assisted in recruiting top industry subject matter expert advisors into the Guidepoint network
• Performed industry research to identify topical trends in the Institutional Investments industry to deliver best-in-class client service
• Assessed client research needs and developed outreach strategy to approach relevant subject matter experts
• Screened experts for their suitability for specific client projects and created professional profiles for client consideration
• Collaborated with fellow interns, ideated and created a prompt response presentation to CEO, Mr. Albert Sebag
• Contributed content and answers toward interactive inquiry session with C-Suite executives and Mr. Sebag

Tel Aviv, Israel

• Partnered with assigned business areas to understand and prioritize information needs, translated business requirements into streamlined, efficient processes across operations
• Captured customer requirements through structured interviews, created multiple versions of comprehensive survey questions, maintained historic data for trend analysis
• Collaborated with CEO to collect, analyze, and recover organized and measurable feedback from customer base
• Developed project plans for customer review initiatives and rollout from design to completion
• Implemented project management tracking tools, reports, monitored and managed deliverables
• Researched, gathered, analyzed, and interpreted data, identified patterns and trends through analysis, assisted management, directed business decisions

Melville, New York, United States

• Researched salary and pay structure data, performed statistical calculations, supported compensation analysis, presented recommendations based on data findings to compensation management
• Monitored internal, external, and industry compensation data and trends to ensure compensation programs were competitive, effective, and compliant
• Managed survey participation, identified key surveys and employee completion initiatives
• Evaluated pay trends, differentials, and made recommendations for compensation structure
• Developed, implemented, and administered compensation policies, procedures, practices, and programs under supervision
• Conducted audits of internal compensation data, identified organizational compensation trends, and delivered presentations and recommendations to HR leadership team

Melville, New York, United States

• Supervised, organized, motivated, and scheduled staff of lifeguards; maintained coverage of club Aquatics facilities
• Directed and managed all schedules for private and small group lessons, and in facility staff training
• Conducted training and staff meetings, mentored new guards, and performed regular assessments
• Communicated with members, guests, and directors regularly and effectively

Melville, New York, United States

• Coordinated project management, developed, and maintained schedules, collaborated, and participated in meetings; tracked and maintained multiple project items and issues, developed client deliverables, presentations.
• Executed all corporate communications and outreach to team members, requested and recorded status updates
• Created PowerPoint slides, status reports, and other documentation from input received from project teams
• Scheduled meetings in Outlook and managed correspondences from meeting invitees and participants