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Jack Waller is listed as Finance Student at Bentley University with an LSM in Sustainability based in Waltham, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Jack Waller.
Jack Waller previously worked as Finance Consultant at Mamaras & Co. and President at Bentley Chess Club. Jack Waller holds Bachelor Of Science - Bs, Finance, General, Junior from Bentley University.
I am currently a fourth-year student at Bentley University, majoring in Finance with a liberal studies major (LSM) in Sustainability. My strengths include working in team settings, problem-solving, leadership, and having strong analytical skills. I have background experience in four professional internships with Bridgewater Associates, Mamaras, and Golconda Partners. I am involved in Game Board for BSGO, and being the President of the Bentley Chess Club (BCC) for 2 years. Accomplishments include acquiring my Market Concepts Certificate from Bloomberg, building a network of over 200+ members for BCC, and being listed on the President's List for strong academic performance.
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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.
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.
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Jack Waller is listed as Finance Student at Bentley University with an LSM in Sustainability.
Jack Waller is based in Waltham, Massachusetts, United States.
Jack Waller has worked for Mamaras & Co., Bentley Chess Club, Golconda Partners, Pwc, and Bridgewater Associates.
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Jack Waller holds Bachelor Of Science - Bs, Finance, General, Junior from Bentley University.
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