Jack Welty Email & Phone Number

Sacramento, California, United States

Greater Sacramento

- Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning college and student loan planning, insurance planning, estate planning, and tax planning- Became certified in eMoney Advisor and gained experience in Asset-Map, Redtail CRM, Morningstar Advisor Workstation, and Income Lab, which included live sessions with representatives from each company.- Earned 180 hours toward CFP® Board experience requirements

Loomis, California, United States

- Created a competitive high school basketball team with the goal of giving players ages 15-18 more exposure to better competition and providing them with a unique athletic experience.- In charge of scheduling tournaments through communication with tournament directors, ordering uniforms, fundraising activities, and collecting funding from parents and donors.- Identified areas in which players could improve both on and off the court, and addressed those observations to both the player and the parent.- Worked with and established superb relationships and rapport with the parents of my players.- Increased the size of the program by approximately 80% which included hiring two assistant coaches.

Rocklin, California, United States

- In charge of developing structured camps, clinics, and small group training for players ages 4-16.- Responsible for assessing a players skillset and structuring the training with drills and activities that would increase their skillset.- In charge of ensuring camps and clinics were up to the standards of the company CEO and players were staying on task under the supervision of myself and my assistant trainers.- Communicated successfully with parents about their child's progress as a player, their child's behavior, and whether or not I felt that they were in the right program.

Rocklin, California, United States

- Analyzed individual and team statistics in various important categories- Consulted players and coaches on individual and team strengths and weaknesses- Created spreadsheets through excel to illustrate individual and team trends - Scouted other teams through statistical analysis to identify individual and team statistical trends

Bachelor Of Science - Bs, Financial Planning And Services With Business Honors

Activities and Societies: Student Finance Association-VP of Professional Development, Director of Meetings and Professional Outreach.

Associate Of Arts And Sciences - Aas, Business Administration And Economics

Deans List all four semesters 4.0 GPA

General Studies

Activities and Societies: National Honor Society Member, Varsity Basketball (2017-2019), Varsity Basketball Team Captain (2019), First.