I have recently graduated Magna Cum Laude from the Darla Moore School of Business at the University of South Carolina with a Bachelor of Science in Business Administration, while I majored in Finance with a concentration in Data Analytics. Through my experiences in the Student Managed Investment Fund and working as a financial planning intern at Northwestern Mutual, I have gained valuable knowledge in the fields of investment analysis and financial planning. By examining economic trends, communicating with peers, and rebalancing a portfolio through hands-on experiences, I have developed valuable insights regarding portfolio analysis. Serving as Treasurer of my fraternity for nearly 2 years taught me the intricacies and importance of a working budget and the value of properly allocating resources where necessary. Additionally, graduating in just 3 years exemplifies my hard work and determination to my craft, through which I am continuously eager to learn and expand upon my current knowledge and skills. As I turn my attention to what is yet to come, I am excited to face new challenges and make new connections that will enhance the next chapters of my life.
-
Payroll AnalystPhone Coa, LlcColumbia, Sc, Us
-
Financial Planning InternNorthwestern Mutual Apr 2023 - Jun 2024Columbia, South Carolina, United States* Built holistic financial plans using the company's software to forecast client's retirement goals.* Analyzed client's financial plans and made strategic recommendations to assist in their financial wellbeing. * Conducted client portfolio analysis by running comparison reports against the company's most closely allocated advisory Signature Choice portfolio.* Subsequently analyzed the comparison reports by itemizing areas of improvement within the client's portfolio to attempt to persuade the client to transfer their account. * Created weekly cash balance reports of advisory and brokerage accounts to identify reinvestment opportunities within client's portfolios. -
Beach Chair AttendantIsle Of Palms Beach Chair Co Apr 2021 - Aug 2022Isle Of Palms, South Carolina, United States* Set up and broke down beach chairs and umbrellas within a restrictive time frame. * Provided necessary service to customers by rearranging their chairs and umbrellas, replacing broken equipment, or delivering extra chairs to ensure their well-being.* Neatly packed and cleaned the warehouse, office, storage units, work trucks, and chair carts which enhanced organization and production.* Trained five new employees to follow procedures and ensure efficient operations. -
Administrative AssistantCarolina Cataract & Laser Center May 2019 - Aug 2019Ladson, South Carolina, United States* Provided overall support pertaining to the needs of the practice administrator.* Assisted the practice administrator with organizing the finances of the company, reconciling the bank account, and inserting refund checks. * Packaged and delivered over 20 envelopes each day to presiding doctors and staff members.* Rearranged and transported office materials as instructed to ensure all requests were met. -
CashierHudson'S Market & Cafe May 2018 - Oct 2018Isle Of Palms, South Carolina, United States* Provided service to customers by checking them out, answering the phone, and fulfilling all requests.* Worked with a team to ensure all tables and windows were consistently cleaned, food orders were filled, and shelves and fridges were fully stocked. * Delivered food orders to customer's hotel rooms when necessary.
Jackson Lefko Education Details
Frequently Asked Questions about Jackson Lefko
What company does Jackson Lefko work for?
Jackson Lefko works for Phone Coa, Llc
What is Jackson Lefko's role at the current company?
Jackson Lefko's current role is Payroll Analyst.
What schools did Jackson Lefko attend?
Jackson Lefko attended University Of South Carolina.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial