Jack Webster Email and Phone Number

Carolinas Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC• Interacted with clients and prospects to deliver premium financial services, ensuring their goals are being met• Navigated and edit financial plans using sophisticated software tools like NaviPlan and MoneyGuidePro (MGP), customizing strategies to align with clients' unique financial goals and objectives• Conducted initial round interviews to assess suitability and alignment with team objectives for prospective new team members•Used Microsoft Excel to manage, report, and organize clients profiles with accuracy and confidentiality

• Lead weekly bible studies for over 100 active members• Promote and increase membership engagement

• Analyzed and presented equity investments to team of wealth partners and advisors• Engaged with J.P. Morgan research analysts, 3rd party analysts, and current events to better understand macro and micro market tendencies • Prepared complex projects to analyze portfolio holdings and sector weightings to better serve the needs of each client to learn how to optimize custom portfolio on client specific needs• Worked directly with Client Associates to onboard different accounts, wire money, and other client service needs

Carolinas Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC• Interacted with clients and prospects to deliver premium financial services, ensuring their goals are being met• Evaluated and implemented marketing strategies to increase business and reach potential clients• Collaborated with clients about events, financial issues, tax documents, and miscellaneous paperwork, while complying with all regulatory requirements •Used Microsoft Excel to manage, report, and organize clients profiles with accuracy and confidentiality

• Prepared and led biweekly personalized study sessions for “Introduction to Accounting” students in need of mentoring• Collaborated weekly with professors to create student engagement strategies regarding pertinent course materials• Provided instruction support for challenging course material(s) to achieve multiple levels of Bloom’s Taxonomy and promote healthy study habits• Actively recruited and vetted future team members, while sharing insight(s) with the Academic Success Center

• Reported directly to the President and owner of the company, shadowing management activities, and client engagements, including client meetings regarding wealth portfolios and strategic wealth planning• Performed financial advisor portfolio research to support acquisition and growth planning, reviewing 600+ advisors • Monitored returns on publicly traded equites and provided organized and concise findings to the team of advisors• Researched a myriad of cryptocurrencies and developed an educational presentation for the company president

Working to oversee operations on a single family development

• Organized, planned, oversaw, and managed the construction of multiple single-family residences• Worked during the Covid-19 pandemic to directly supervise operations ensure quality construction and longevity of the home• Communicated and orchestrated plans of action with over all independent subcontractors • Performed manual labor, including insulating walls, drywall finishing, clean up, and preparation of worksites for construction

• Responsible for 12+ campers from ages 5-12 years old throughout all summer sessions• Certified in multiple camp activities to ensure safety and promote skills development in archery, riflery, and canoeing