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Jacob Schneider is listed as Junior Finance and Accounting Student at Miami University based in Columbus, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Jacob Schneider.
Jacob Schneider previously worked as Personal Financial Planning Intern at Kovalcik & Geraghty Wealth Partners and J&C Car Detailing at Self-Employed. Jacob Schneider holds Finance, General, Junior from Miami University.
I am a dedicated and driven individual pursuing a degree in finance at Miami University, Farmer School of Business. I am eager to collaborate with professionals in Finance, learn from their expertise and make meaningful contributions to any organization that I have the opportunity to become a part of.Financial modeling with excel - Many of the courses I have taken here at Farmer have led me to be proficient in excel. I have also learned a good deal in accounting in my time here through multiple courses. Being able to create and analyze financial statements and financial forecasting is something I am capable of, and look forward to implementing into the world of finance.Teamwork, and communication - I was a part of a team in the First Year Integrated Core client challenge for for NextGenFuel where we had the opportunity to collaborate and come up with sustainable solutions and pitch our ideas to leaders of the company. Also, A car detailing business I created and Figlio restaurant I worked for as a Busser allowed me to showcase my teamwork and communication skills. I often communicated with clients and co-workers to ensure customer satisfaction. Feel free to connect with me and reach out through email! schneijg@miamioh.edu
A career timeline built from the work history available for this profile.
Columbus, Ohio, United States
- Created a Client Data Report using mail merge between Microsoft Excel and Word, and a SAAS called Redtail. This Report runs data such as Risk Tolerance, Portfolio Model, Attorney and CPA contact information, etc for all 122 clients in the database. This way, my CFP employer could print and easily flip through and see what information is missing and needs.
Columbus, Ohio, United States
- Founded and operated a car detailing company, managing 50+ client relationships and generating over $10,000 in sales in one summer- Maintained an organized client and job database using Excel for tracking sales and services- Conducted direct sales efforts, meeting with clients to secure business and ensure satisfaction
Oxford, Ohio, United States
A group of classes for business students to improve ethical decision making, analytical and research skills, written and oral communication skills, adaptability, and their ability to work with diverse groups
Upper Arlington, Ohio, United States
- Collaborated with kitchen staff to ensure timely and efficient service- Maintained a clean and organized dining area for optimal guest experience- provided great customer service and interpersonal skills to customers- Received a pay raise for exceeding cleanliness and efficiency standards
Activities and Societies: Varsity Basketball and football
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Jacob Schneider is listed as Junior Finance and Accounting Student at Miami University.
Jacob Schneider is based in Columbus, Ohio, United States.
Jacob Schneider has worked for Kovalcik & Geraghty Wealth Partners, Self-Employed, Miami University, and Figlio-A Restaurant And Bar.
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Jacob Schneider holds Finance, General, Junior from Miami University.
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