Jacob Smith Email & Phone Number

California, United States

New York, New York, United States

Bloomington, Indiana, United States

- Managed and allocated club funds ($1500+), to host engaging events for first-generation college students. Ranging from professional development workshops to movie nights. - Collaborated with Executive board consisting of 7 members to organize fundraising initiatives to raise an additional $500 in club funding. - Attended Indiana University club fairs and membership workshops focusing on professional development, communication, and organizational methods within an organization.

Mill Valley, California, United States

-Prepared custom reports for firm clients using Orion database and MS Office Apps (Excel, Powerpoint) for client presentations.-Attended in-house meetings with Private Equity representatives as Private Wealth Partners evaluated the attractiveness of alternative investments for client portfolios.-Gained exposure to common advisor information systems such as Bloomberg Terminal, Orion, and Schwab Advisor Center-Attended bi-weekly meetings covering processes and inner-workings of a $2… Show more -Prepared custom reports for firm clients using Orion database and MS Office Apps (Excel, Powerpoint) for client presentations.-Attended in-house meetings with Private Equity representatives as Private Wealth Partners evaluated the attractiveness of alternative investments for client portfolios.-Gained exposure to common advisor information systems such as Bloomberg Terminal, Orion, and Schwab Advisor Center-Attended bi-weekly meetings covering processes and inner-workings of a $2 billion investment advisor Show less

San Francisco, California, United States

-Provided one-hour on-ice training sessions to children ages 10-14, as well as off-ice "dry-land" training prior to each session-Discussed player progress with clients and their parents to ensure satisfaction during their training-Coordinated additional off-ice training exercises for clients to take home and hone their skills.

Corte Madera, California, United States

-Thrived in a high-pressure, fast-paced environment, facilitating an average of 200 orders per shift, ensuring prompt delivery, and maintaining cleanliness and organization in the juicing station.-Executed juicing and barista responsibilities, consistently delivering exceptional beverages and exceeding customer service standards at Joe and the Juice.-Proactively collaborated with team members to create a positive and unified work atmosphere, actively contributing to team goals while… Show more -Thrived in a high-pressure, fast-paced environment, facilitating an average of 200 orders per shift, ensuring prompt delivery, and maintaining cleanliness and organization in the juicing station.-Executed juicing and barista responsibilities, consistently delivering exceptional beverages and exceeding customer service standards at Joe and the Juice.-Proactively collaborated with team members to create a positive and unified work atmosphere, actively contributing to team goals while delivering pleasurable customer experiences through personalized recommendations and attentive service. Show less

Corte Madera, California, United States

-Supervised 7 staff members, oversaw store activities, and facilitated communication between staff and customers during 4-6 hour shifts-Served as the first point of communication with new and existing customers through communication via phone and in person -Collaborated with team members to ensure that all orders were completed on time and met both customer specifications and Nothing Bundt Cakes' high standards of quality and consistency -Processed an average of 40 customer orders… Show more -Supervised 7 staff members, oversaw store activities, and facilitated communication between staff and customers during 4-6 hour shifts-Served as the first point of communication with new and existing customers through communication via phone and in person -Collaborated with team members to ensure that all orders were completed on time and met both customer specifications and Nothing Bundt Cakes' high standards of quality and consistency -Processed an average of 40 customer orders per day using the PCS system, ensuring timely and efficient service Show less

Bachelor Of Science - Bs, Public Financial Management

Activities and Societies: 21st Century Leadership Corps, Corporate Strategy Club, Sigma Alpha Epsilon, IU Dance Marathon

High School Diploma

Activities and Societies: Varsity Soccer, Student Led Anti-Racist Movement