Jack Waltman Email & Phone Number

Saint Petersburg, Fl, Us

St Petersburg, Florida, United States

Developing effective strategies to grow our RIA network's client base through the utilization of Dynasty Connect. Dynasty Connect is a concierge service dedicated to understanding your family’s unique objectives and connecting you with independent financial advisors that are well-suited to meet your needs.

Saint Petersburg Metropolitan Area

Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity.Visit our website for more information: www.dynastyfinancialpartners.com

Indianapolis, Indiana, United States

- Showed leadership by spearheading the Vireo Apartments Tax Abatement process in Texas- Successfully completed the Tax Abatement Deal with the Houston Housing Authority, which allowed money to be allocated to increasing occupancy to 89%- Established confidence in working 9AM-5PM Monday-Friday in a corporate environment- Gained experience with 4% & 9% Low Income Housing Tax Credit deals in the Multifamily Sector with mixed AMI's- Developed market rate properties and gained knowledge about generating additional NOI- Located and quoted sites in Texas City, TX by developing relationships with Brokers in the area - Established long term relationships with Real Estate Professionals in the Industry

Bloomington, Indiana, United States

- Attending weekly meetings to learn more from seasoned professionals in different sectors of the real estate world- Attendee of the Eisenberg Foundation Career Day 2022

Indiana, United States

- Attended to customer needs while offering a unique and unforgettable experience- Developed customer service skills by ensuring a positive experience for all guests- Generated over $25,000 of revenue over the summer of 2022 for the company- Worked well with teammates to have successful shifts and harbor mutual respect

Indianapolis, Indiana, United States

-Assisted in organizing food pantry on a weekly basis-Interacted with members while servicing their needs-Served residents of the Indianapolis Metropolitan Area

Indianapolis, Indiana, United States

• Acquired construction skills for renovations on residential housing• Budgeted pricing for monthly repairs and maintenance on properties• Developed communication skills and established relationships with contractors and sub-contractors• Established deadlines and completed work in a timely manner• Created budgets and plans for renovations of multiple residential homes in Indianapolis• Evaluated properties in Bloomington for possible renovations & acquisitions• Designed a marketing strategy to target leasing patterns throughout Butler University

- Created learning modules for new members to understand and value the history of SAE- Held and led weekly meetings to discuss rituals/history of SAE- Pledged to be actively involved with the guidance and mentorship of new members

Indianapolis, Indiana, United States

Marquette Manor is an assisted living/retirement home based in Indianapolis. Here, residents are encouraged to participate in workout classes, social activities, and games such as Wii-Bowling and Bingo. As a volunteer for 4 years, it was a pleasure to keep returning year after year. -Managed Bingo nights and Movie-viewing sessions for residents-Assisted with field trips outside of the facility involving residents -Supervised the Mix and Mingle event every Friday

Finance & Real Estate, Finance, Senior

Activities and Societies: - Sigma Alpha Epsilon (SAE) Fraternity - IU Real Estate ClubThrough my fraternity, SAE, I have been able to meet.

High School Diploma

Activities and Societies: -Varsity Lacrosse Team -Co-Captain of the Varsity Tennis team