Jacob Price Email and Phone Number

• Founded and led the Finance Club, aimed at fostering connections between students and finance professionals.• Organized networking events, industry workshops, and career-building activities to enhance student engagement and career readiness.• Developed strategic partnerships with finance industry experts, providing members with valuable insights and mentorship opportunities.

• Managed gym operations, ensuring safety, organization, and a positive user experience.• Developed strong communication skills by professionally engaging with students, staff, and visitors.• Handled unexpected challenges and enforced safety guidelines, demonstrating problem-solving and attention to detail.

• Conducted in-depth research on gold and West Texas Intermediate (WTI) crude oil markets, analyzing price trends, market dynamics, and key influencing factors.• Analyzed global events impacting gold prices and monitored WTI prices considering OPEC+ production cuts, U.S. crude oil inventories, and global economic indicators.• Gathered and interpreted data from market reports, financial news, and industry publications to document and analyze market fluctuations.• Maintained a blog documenting research findings, market analyses, and forecasts, covering topics related to gold and WTI crude oil.• Utilized qualitative and quantitative methods to forecast future price movements and market trends, providing strategic recommendations.

• Support 8 adults with special needs with tasks of daily living and supervise them overnight.

• Enhanced asset allocation efficiency within Multi-Asset Solutions international advisory portfolioconstructions by conducting in-depth analyses and utilizing a proprietary investment platformalongside the asset management account repository to optimize portfolio performance.• Strengthened portfolio management in Advisory Portfolio Solutions by aligning investmentstrategies with Strategic Asset Allocations (SAA).• Ensured Strategic Alignment within the Tactical/Active Asset Allocation framework by conducting comprehensive reviews and updates of asset allocations, ensuring alignment with macroeconomic views and client objectives for effective portfolio management.• Optimized Open Orders Management by implementing rigorous verification methods for real-time status updates and guideline alerts using a proprietary investment platform, and leveraging Excel for precise data analysis to ensure accurate and complete business queries from the Asset Management account repository, supporting robust asset management operations.

• Researched Excessive Fee Litigation and ERISA law, providing valuable insights that improved investment strategies and optimized asset management practices.• Evaluated investment strategies for compliance with ERISA standards, focusing on suitability and risk management across various asset classes, including equities, fixed income, and alternatives.• Utilized advanced Excel techniques to organize financial data and enhance investment decisions.

• Conducted comprehensive research on various industries to identify potential acquisition opportunities, providing in-depth analysis of market trends, competitive landscapes, and financial performance.• Drafted detailed memos for partners, focusing on the healthcare and fertility sectors, presenting findings and strategic recommendations to support informed decision-making.• Collaborated with cross-functional teams, including legal, financial, and operational departments, to support the development and execution of acquisition strategies.• Monitored market developments and provided regular updates on industry trends and potential opportunities to senior management.

• Self-started and managed my own basketball camp during the COVID-19 pandemic, exhibiting entrepreneurial initiative, problem-solving, and organizational skills.• Developed and nurtured strong relationships with parents and campers, enhancing client satisfaction and trust.• Led and organized group activities, demonstrating effective team leadership and management. • Oversaw the well-being and safety of 10-15 children, showcasing my ability to manage responsibilities under pressure.