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Jackson Wallace Email & Phone Number
Financial Analyst Co-op
at
Goldman Sachs
1 work email found
@townofpittsford.org
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Analyst Co-op
Location
Philadelphia, Pennsylvania, United States
Who is Jackson Wallace? Overview
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Quick answer
Jackson Wallace is listed as Financial Analyst Co-op at Goldman Sachs, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at townofpittsford.org and a matched LinkedIn profile for Jackson Wallace.
Jackson Wallace previously worked as Client Service and Business Development at Mondrian Investment Partners Limited and Accounting Intern at The Bonadio Group. Jackson Wallace holds Bachelor Of Science In Business Administration, Finance And Business Economics from Drexel University'S Lebow College Of Business.
Company email context
Email format at Goldman Sachs
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{first_initial}{last}@townofpittsford.org
86% confidence
AeroLeads found 1 current-domain work email signal for Jackson Wallace. Compare company email patterns before reaching out.
Profile bio
About Jackson Wallace
I'm a Finance and Business Economics student at Drexel University, building a foundation in client service, data analysis, and tax compliance through co-op experiences at Mondrian Investment Partners and The Bonadio Group. At Mondrian, I handled 100+ client and consultant inquiries monthly, optimized CRM systems, and conducted data analysis to support a firm managing over $50 billion in assets. My efforts streamlined client data management and boosted digital engagement across North America, Europe, and Asia. Previously, as an Accounting Intern at The Bonadio Group, I collaborated with senior tax professionals to prepare tax returns and identify tax-saving strategies.Beyond academics, I’m a Division 1 student-athlete on Drexel’s Men’s Lacrosse team, where I balance a 25-hour weekly commitment with academic excellence, consistently earning a place on the Academic Honor Roll. I’m passionate about applying my analytical skills and leadership experiences in a forward-thinking financial environment. I aim to contribute meaningfully to a dynamic team, leveraging my skills in finance and dedication to client engagement to drive impactful results.
Current workplace
Jackson Wallace's current company
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5 roles
Jackson Wallace work experience
A career timeline built from the work history available for this profile.
Client Service And Business Development
- Addressed and resolved over 100 monthly client and consultant inquiries, streamlined data collection processes, and maintained CRM (Salesforce) records for a global investment firm overseeing $50 billion in assets.
- Conducted in-depth competitor and prospect data analysis across multiple platforms, elevating data accuracy by 25% to guide strategic initiatives and sharpen market positioning
- Refined and consolidated data entries in eVestment and 10+ consultant databases, facilitating seamless access to essential client information for 250+ clients, driving enhanced engagement and retention
- Amplified digital presence by optimizing website content, executing targeted email marketing strategies, and orchestrating public relations initiatives, driving a 15% increase in engagement rates across North America.
Apr 2024 - Sep 2024
Accounting Intern
- Completed the summer 2023 internship at The Bonadio Group, New York’s largest independent provider of accounting, tax, and consulting services and a top 50 accounting firm in the nation, securing a summer 2024.
- Leveraged 5+ advanced tax software platforms to analyze financial data, uncovering deductions, credits, and tax-saving opportunities that reduced client liabilities by up to 10%
- Collaborated with senior tax professionals to prepare and review tax returns for over 50 clients, including individuals, partnerships, and corporations, ensuring compliance with state and federal regulations
- Developed and validated financial statements and schedules for over 40 employees, maintaining strict adherence to accounting standards across diverse client accounts
- Maintained meticulous client records, safeguarding the security and confidentiality of sensitive financial information for a firm with over 1,000 employees
Jun 2023 - Aug 2023
Infrastructure Maintenance Associate
Town Of Pittsford
- Directed and coordinated a team of 4 employees to complete infrastructure projects, enhancing the quality of amenities for Pittsford’s 30,000+ residents in line with the town's commitment to high standards
- Collaborated with senior management to uphold quality standards for 100 miles of road infrastructure, which the Highway Department maintains through routine, preventative, and capital improvement measures
- Engaged with town residents to gather feedback and represent community interests, contributing to Pittsford’s 86% homeownership rate and high resident satisfaction by addressing road and amenity maintenance needs.
Jun 2021 - Jun 2023
Sales Associate
- Communicated with and guided customers on lacrosse merchandise and equipment selection, resolving over 100 customer inquiries monthly in Lacrosse Unlimited’s fast-paced retail environment, a leading lacrosse retailer.
- Applied extensive athletic expertise to offer personalized product recommendations tailored to each customer's needs, contributing to Lacrosse Unlimited’s reputation for customized, high-quality lacrosse gear and apparel
Jun 2020 - Jun 2021
2 education records
Jackson Wallace education
Bachelor Of Science In Business Administration, Finance And Business Economics
Drexel University'S Lebow College Of Business
Education record
Pittsford Sutherland High School
FAQ
Frequently asked questions about Jackson Wallace
Quick answers generated from the profile data available on this page.
What company does Jackson Wallace work for?
Jackson Wallace works for Goldman Sachs.
What is Jackson Wallace's role at Goldman Sachs?
Jackson Wallace is listed as Financial Analyst Co-op at Goldman Sachs.
What is Jackson Wallace's email address?
AeroLeads has found 1 work email signal at @townofpittsford.org for Jackson Wallace at Goldman Sachs.
Where is Jackson Wallace based?
Jackson Wallace is based in Philadelphia, Pennsylvania, United States while working with Goldman Sachs.
What companies has Jackson Wallace worked for?
Jackson Wallace has worked for Goldman Sachs, Mondrian Investment Partners Limited, The Bonadio Group, Town Of Pittsford, and Lacrosse Unlimited.
How can I contact Jackson Wallace?
You can use AeroLeads to view verified contact signals for Jackson Wallace at Goldman Sachs, including work email, phone, and LinkedIn data when available.
What schools did Jackson Wallace attend?
Jackson Wallace holds Bachelor Of Science In Business Administration, Finance And Business Economics from Drexel University'S Lebow College Of Business.
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