Jackson Lefko Email & Phone Number

Savannah, Ga, Us

Columbia, Sc, Us

Columbia, 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.

Isle 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.

Ladson, 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.

Isle 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.