Jake Gradwohl Email & Phone Number

Portland, OR, US

Portland, Oregon Metropolitan Area

Portland, Oregon, United States

Processed invoices and JVs for Oregon State University activities and extension offices, distributed university purchasing cards, transported checks in excess of $100,000 across campus, distributed paychecks to OSU employees, and coordinated the approval of unapproved timesheets with employee supervisors.

Portland, Oregon

• Researched and developed proposal for the creation of an Oregon municipal bond mutual fund
• Attended client meetings, shadowed multiple employees in wealth management, trading, IT, and compliance
• Assisted with and helped coordinate firm reporting conversion from flat file-based to SQL-based system
• Reviewed reports at varying levels of granularity for data and formatting accuracy
• Conducted audit of client accounts to verify that managed and unmanaged accounts were correctly identified

Corvallis, Oregon Area

Oversaw chapter finances: Monitored collections/accounts receivable totaling over $40,000/year, coordinated with university and other vendors to pay outstanding bills, created and continuously monitored yearly budget, communicated spending expectations with other chapter officers. Delta Lambda chapter was recognized for outstanding finances by Delta Tau.

Beaverton, OR

Completed the Foresters Financial intern training program, covering life insurance, different financial products & product types, and best practices for customer & client interaction.