Jacob Fargen Email & Phone Number

Chicago, Illinois, United States

Madison, Wisconsin, United States

•Assist advisors in client relations by creating detailed portfolio reports weekly prior to review meetings unique to each client’s situation to enhance efficiency of senior advisors•Complete portfolio analysis utilizing Morningstar Advisor Workstation•Analyze stocks, ETFs, and mutual funds utilizing Morningstar to compile a 5-10 list of securities with recommendations for advisors to implement in client portfolios•Participate in three client meetings per week with senior advisors to enhance knowledge of client relationships and enhance professional communication•Attend one networking event per week to expand professional network

Cross Plains, Wi, United States

•Enhanced productivity by completing ~5 orders daily which amassed from 100-30,000 units per order by inspecting and packaging products while discarding the units that didn’t meet company standards (size, cuts, print)•Performed miscellaneous services which allowed daily operations to continue smoothly•Adapted quickly to different tasks and roles that held a higher priority when they became available to work on

Madison, Wisconsin, United States

•Completed multiple tasks independently, such as building shelving/storage units, installing insulation, and relocating drywall to designated areas while finishing them in a timely manner which allowed for more projects to be finished ahead of deadlines•Displayed the ability to cooperate on a task with a partner by taking their considerations into account and formulating ideas to find a solution on how to build a handrail•Maximized others’ working environment and working ability by ensuring that all areas in the building were organized through the hectic construction phase