Jack Pearson Email & Phone Number

Mt. Laurel, New Jersey, United States

• Conduct fundamental analysis of investment products, including stocks, bonds, ETFs, and mutual funds, to assist with portfolio construction and client presentations
• Develop customized investment presentations for clients, integrating market research and economic trends into actionable strategies
• Utilize financial planning software and stochastic modeling to perform cash flow analysis for client portfolios
• Build and maintain advanced Excel spreadsheets to streamline data management and auditing processes
• Gain hands-on experience in client acquisition and onboarding, including account opening, investment implementation, and operational updates

Mclean, Virginia, United States

• Conducted data analysis using SQL and Python to support decision-making processes and evaluate business performance
• Developed and implemented strategic solutions to drive company growth for the Business Cards & Payments team
• Utilized data-backed decision-making approaches to evaluate inefficiencies within core revenue streams
• Presented recommendations of a new market strategy to Vice President level executive, analyzing a 10% potential revenue increase

Boston, Massachusetts, United States

• PTC (NASDAQ: PTC) is a $2B global software leader enabling companies to digitally design and manage the end-to-end product creation process. Customers include BMW, Boeing, NASA, Rolex, Bose, and John Deere. In my role.
• Contributed to sales strategy planning and implementation
• Analyzed sales forecast and pipeline and created dashboards for the leadership team
• Calculated key performance metrics including ARR, NPV, and Churn
• Utilized Salesforce to build analytical dashboard reports on PTC’s customer base
• Established parent/ child customer relationships using Excel to drive pipeline planning

Maynard, Massachusetts, United States

As a server for two summers, I have become proficient in customer service and multitasking.Trusted to open and close the restaurant, train new staff, and help coordinate restaurant events. This experience provided a valuable customer facing experience and an opportunity for teamwork in the workplace.

Acton, Massachusetts, United States

Started a local landscaping and home project business with two other college students. I worked on all aspects of developing and running the business, including handling all operations, marketing, tracking finances, scheduling, and logistics. This experience allowed me to develop the skills to run a successful business. We started our company in April of.

Education record

Activities and Societies: Special Olympics Volunteer, Novadance Team Captain, Sigma Chi Fraternity Social Chair, Finance Group, VSB.

Education record

Activities and Societies: Baseball Captain, Student Activities Fund Board Member, Presidential Gold Volunteer Award Winner