Jacob Schaefer Email & Phone Number

Louisville, Ky, Us

Louisville, Kentucky, Us

Pittsburgh, Pennsylvania, Us

Us

Cleveland , Ohio, Us

Pittsburgh, Pennsylvania, Us

I worked as a compliance analyst for PNC Investments broker dealer within the Independent Risk Management Group, a division of Enterprise Compliance.As an analyst within Independent Risk Management, my role was to support Enterprise Compliance functions in an effort to identify and mitigate risks that may cause the firm and its clients financial displacement through ad-hoc and annual reviews, targeted examinations of business functionalities and quarterly monitoring and reporting on key business functions.

Pittsburgh, Pennsylvania, Us

I worked exclusively with PNC clients in achieving their investment objectives. I was a centralized financial advisor based out of Cleveland, Ohio. I built and managed client portfolios based upon a needs first assessment while providing market guidance.

I reviewed voter information looking for inconsistencies and voter fraud. I also audited election day voting data and results. I worked on campaign finance, reviewing pre and post elections reports of candidates and PAC's.

I worked in Client Relations for The J. Arnold Wealth Management Company. I began as an intern in 2014 and was promoted through a mentorship after I passed my series 7. I assisted in the management of $35 million in assets in addition to handling compliance. I coordinated new business and asset acquisition per the firms marketing strategy.

Dubai, Ae

I conducted market research and analysis through LEB(London Executive Business School) at Kings College. I worked on a team preparing a report on market penetration and strategy success for Just Falafel's London campaign. We presented our analysis and findings to the COO Michael Biggins at the end of the program.

I was a part of a new class initiative at Youngstown State that paired students with a local business that was preparing to export goods to a new market. Under instructor Mousa Kassis, I lead a team of three individuals. We developed an international business plan for Trumbull County Hardwoods. This involves extensive research into the company and products. We also reviewed the current export strategy to identify improvement opportunities. I specifically worked on market research and market outlook/conditions for forestry products in various European and Asian markets. We presented our plan to the organization and gave a presentation for the Youngstown State.

Vienna, Va, Us

While in high school I participated in the National Youth Leadership Forum on Medicine, now associated through Envision. The experience was a ten day trip to The University of Illinois at Chicago. The program stressed emphasis on development of ones ability to analyze information, think critically, communicate effectively, team building, and conflict resolution. The goal of the program was to help student identify the academic, personal and professional skills needed to be successful in the expanding field of medicine; prepare oneself for the complexity of the health care system and the challenges of its relationship with media, government, education and public demands.

B.S.B.A, International Finance

High School Diploma, College/University Preparatory And Advanced High School/Secondary Diploma Program

Co-Op In London, Uk, Global Business, Business Practicum, Marketing And Finance