Jack Boston

Jack Boston Email and Phone Number

Financial Planner @ Bookends Financial Planning
Indianapolis, IN, US
Jack Boston's Location
Indianapolis, Indiana, United States, United States
About Jack Boston

I'm Jack Boston, a Senior at the Kelley School of Business at Indiana University, where I am pursuing a dual major in Finance and Entrepreneurship. My journey in the world of business has ignited a passion within me for working with a sense of urgency, fostering effective communication, and maintaining impeccable organization in all aspects of life.My experiences at Chef JJ's have allowed me to hone these skills, and I've seamlessly translated them into my academic pursuits and current role as a Financial Planning Intern at Bookends Financial Planning. As I progress into my senior year, my commitment to personal and professional growth remains unwavering.I am a firm believer in the power of pushing one's boundaries and embracing unfamiliar situations. I thrive on interactions with diverse individuals and constantly seek out new challenges and experiences that stimulate my intellect. Beyond academics and work, I actively engage in extracurricular activities, serving as a Chair on the IU Student Athletic Board and an Assistant Coach for Perry Meridian Lacrosse.Looking ahead, my long-term goal is to follow in the footsteps of my mother and grandfather by becoming a financial planner. The prospect of assisting others in navigating their financial journeys aligns perfectly with my skill set and preferred working environment.

Jack Boston's Current Company Details
Bookends Financial Planning

Bookends Financial Planning

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Financial Planner
Indianapolis, IN, US
Jack Boston Work Experience Details
  • Bookends Financial Planning
    Financial Planner
    Bookends Financial Planning
    Indianapolis, In, Us
  • Bookends Financial Planning
    Financial Planning Intern
    Bookends Financial Planning Mar 2023 - Present
    Indianapolis, Indiana, United States
    -Assist financial planners in developing clients' comprehensive financial plans, including retirement, investment management, and tax planning.-Contribute to the preparation of client reports, including portfolio summaries, investment analyses, and financial projections.-Participated in client meetings, taking detailed notes, and effectively communicating action items to the team to ensure the execution of financial plans.
  • Iu Student Athletic Board
    Chair
    Iu Student Athletic Board Mar 2022 - May 2024
    Bloomington, Indiana, United States
    -Engage Indiana's 40,000 student-body fan base throughout all 24 varsity sports by leading cheers and promotions during games.-Collaborate with over 40 Chairs and Directors to promote an engaging student experience at all sporting events.-Advocate for a positive student atmosphere by planning and hosting various events for IU students.
  • Iu Student Athletic Board
    Cgm
    Iu Student Athletic Board Aug 2021 - Mar 2022
    Bloomington, Indiana, United States
    -Encourage a positive environment at all 24 varsity sports by leading the student sections and engaging with all of the students in attendance.-Represent Indiana University and the Athletic Department in a positive, professional, and influential manner-Motivate others by encouraging attendance and participation in athletic events to inspire athletes of all 24 IU sports
  • Chef Jj’S Downtown
    Kitchen Staff
    Chef Jj’S Downtown Oct 2016 - Jan 2024
    Indianapolis, Indiana, United States
    Working from a young age on a small staff, Chef JJ's is a high-stress and fast-paced commercial kitchen for ticketed, private dining experiences for clients. Events were regularly 5 courses, ranging anywhere from 10 to 200 clients per event, with at least 2-3 events running simultaneously each night when I would work.- Developed strong interpersonal skills and public speaking ability through interaction with clients.- Constantly worked with a team of skilled chefs and service staff on enhancing teamwork to improve efficiency.- Learned the value of work ethic, time, and money.- Exposed to the entrepreneurial inner-workings of how small business owners run their businesses.-Acted as a first point of contact, including email, telephone, and in-person, providing a positive customer experience-Worked well with other members of the kitchen staff in order to create a smooth, efficient work process-Operated on different parts of the building to maintain a proper visual presence to our outside customers.-Worked on one-on-one conversational skills in a professional setting
  • Chef Jj’S Downtown
    Executive Assistant To General Manager
    Chef Jj’S Downtown May 2021 - Mar 2023
    Indianapolis, Indiana, United States
    -Acted as a first point of contact, including email, telephone, and in-person, providing a positive customer experience.-Created event contracts for new and existing customers.-Managed and maintained a proper filing database to filter and sort the contracts accordingly.-Established new visual effects for our customers to utilize during events.-Help create, troubleshoot, and launch a new website for the business.-Prepared documents and financial reports for the owner and General Manager using advanced software proficiencies.

Jack Boston Education Details

Frequently Asked Questions about Jack Boston

What company does Jack Boston work for?

Jack Boston works for Bookends Financial Planning

What is Jack Boston's role at the current company?

Jack Boston's current role is Financial Planner.

What schools did Jack Boston attend?

Jack Boston attended Indiana University Bloomington.

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