Jack Jares Email & Phone Number

Miami, Fl, Us

Washington, District Of Columbia, United States

Serving as an Analyst for the Graduate Investment Fund, focusing on the consumer sector. Responsible for conducting in-depth equity research, analyzing financial statements, and identifying investment opportunities within the sector. Collaborate with team members to evaluate market trends and present investment recommendations, contributing to portfolio management and performance analysis.

Denver, Colorado, United States

• Guide clients through retirement planning by assessing their goals and investment needs, enhancingfinancial literacy and awareness of retirement options• Manage an average of 15 client account transfers per day and facilitate money movements while proactively engaging in discussions on investment plans• Evaluate client needs through targeted questions and direct them to the appropriate departments, ensuring efficient resolution of inquiries and tasks, up to 35 clients per day • Lead team skill-sharing initiative, boosting performance to top three at the Denver regional site• Coordinate with the order room more than 20 times per day to execute equity and mutual fund trades, ensuring successful portfolio rebalancing for clients

Bozeman, Montana, United States

-Conduct extensive research project on current environment of remote, hybrid, and in person work to determine work life balance in company to provide recommendation to senior management-Analyze findings of internal employee survey to highlight patterns and trends to HR manager through the use of MS PowerPoint-Create MS Excel macro to take weekly call data on internal sales teams to analyze patterns on call KPIs to evaluate productivity of the team-Drive sales through conversations with financial professionals to discuss annuities and their place in the client's optimized portfolio-Engage in comprehensive research on best hiring practices. Facilitate connections to the university in order to access recent graduates to expand company talent pipeline-Study for and obtain State of Montana Life and Health Insurance Licenses

Bozeman, Montana, United States

-Processed orders on both the customer facing line as well as the non-customer facing, back of store line-Maintained quality standards through thorough and accurate food preparation-Upheld store reputation of upkeep and cleanliness

Highlands Ranch, Colorado

Roxborough Park, Colorado, United States

Master Of Science - Ms, Finance, General

• Financial Markets Residency Case Competition Finalist (top 6 of 39 teams) • Global Consulting Project • Fall semester course work: o.

Bachelor'S Degree, Finance, General, 3.5

-Dean's list: 2020, Spring 2021, Spring 2022 -Awards: Western University Exchange Scholarship recipient, Certificate in Arabic -Course.