Jacob Herrera Email & Phone Number
Who is Jacob Herrera? Overview
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Jacob Herrera is listed as Business Finance TA at University of Maryland - Robert H. Smith School of Business, based in Hagerstown, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Jacob Herrera.
Jacob Herrera previously worked as Security Staff at The Cornerstone Grill & Loft and Advisory Intern at Agora Re. Jacob Herrera holds Finance, Finance, General from University Of Maryland.
Email format at University of Maryland - Robert H. Smith School of Business
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About Jacob Herrera
I am currently enrolled at the University of Maryland’s Robert H. Smith School of Business, pursuing a Bachelor's degree in Finance. My academic and professional interests are in banking and wealth management, and I am actively seeking a summer position that aligns with these goals. I am eager to leverage my experiences to assist a company in maintaining and building client relations, researching and analyzing potential investments, and monitoring risk indicators. During my summer internship at Middletown Valley Bank (MVB), I gained crucial insights into the significance of creating and sustaining customer relations in line with the bank's core values and mission statement. This role also provided me with a comprehensive understanding of the decision-making variables involved in customer loan applications, reinforcing the importance of attention to detail.Moreover, at Agora Real Estate, I served on the customer success team for a software platform tailored for investment real estate firms. This experience enhanced my proficiency in client onboarding, addressing software-related concerns, and developing user-centric tutorials. Through this role, I not only deepened my expertise in real estate investment data management, but also honed my skills in customer relationship management within a tech-driven environment.I am very excited about future career and educational opportunities that will enable me to further broaden my industry knowledge and contribute effectively to my chosen field.
Jacob Herrera's current company
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Jacob Herrera work experience
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Business Finance Ta
CurrentFacilitated learning for a diverse group of 500+ students, by regularly attending class sessions and holding weekly office hours to enhance understanding of introductory finance conceptsPromptly grade assignments and exams, including a semester long DCF project, providing constructive feedback to students by identifying areas for improvement and offering.
Security Staff
Collaboratively work with a team to assure the safety of all staff and customers by keeping a watchful eye over the bar, employing crowd control, and making sure no one is being over-servedEnsured all customers are over the age of 21 by checking ID's at the front doorResponsible for nightly custodial duties including sweeping the floors, taking out the.
Advisory Intern
Streamlined the data transformation process for investment real-estate firms by taking comprehensive meeting notes and effectively formatting Excel documentsDeveloped and delivered thorough software tutorials tailored to client needs, enhancing their ability to utilize the platforms functionalities and featuresAddressed and resolved diverse client issues.
Customer Associate I
Retained comprehensive knowledge of bank products, and services to ensure customers were properly educatedHandled all transactional services, including deposits, monetary withdrawals, financial transfers, and other bank transactions while maintaining a balanced drawerProvided customers with high level of service, privacy and confidentiality, and friendly.
Picker/ Verifier / Repack / Delivery Helper
Operated pallet-jack with a "pick team" of 7-8 to prepare orders for delivery; Efficiently stacked products to decrease the amount of time spent on each order.Ensure quality assurance of the companies products by being cautious and rarely breaking inventory; recognized by management for accuracy of orders and saving time as a resultRepackaged broken.
Jacob Herrera education
Finance, Finance, General
High School Diploma
Frequently asked questions about Jacob Herrera
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What company does Jacob Herrera work for?
Jacob Herrera works for University of Maryland - Robert H. Smith School of Business.
What is Jacob Herrera's role at University of Maryland - Robert H. Smith School of Business?
Jacob Herrera is listed as Business Finance TA at University of Maryland - Robert H. Smith School of Business.
Where is Jacob Herrera based?
Jacob Herrera is based in Hagerstown, Maryland, United States while working with University of Maryland - Robert H. Smith School of Business.
What companies has Jacob Herrera worked for?
Jacob Herrera has worked for University Of Maryland - Robert H. Smith School Of Business, The Cornerstone Grill & Loft, Agora Re, Middletown Valley Bank, and Wantz Distributors, Inc..
How can I contact Jacob Herrera?
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What schools did Jacob Herrera attend?
Jacob Herrera holds Finance, Finance, General from University Of Maryland.
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