Jacy Urquhart Email & Phone Number

Bryan, Texas, United States

We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.

New York, New York

• Organized and set appointments to view apartments for clients based on their desired location, budget, move date and amenity preferences
• Represented clients by helping them gather appropriate paperwork and submit applications for desired apartments
• Advertised rental apartments on different platforms in order to cultivate a database of qualified potential leads and tenants

Bryan/College Station, Texas Area

• Created and Managed database to organize executive education program information, track faculty hours and compensation, consolidate program direct costs and revenues, and improve the faculty and staff directory
• Assisted in organizing internal team meetings and events for staff, faculty and clients by interacting directly with attendees, setting up the space, and confirming appointments on the teams’ calendars
• Communicated with program coordinators and Mays Business School faculty to… Show more
• Communicated with program coordinators and Mays Business School faculty to support session administration and post-session surveys Show less

Bryan/College Station, Texas Area

• For more than 50 years, the Center for Executive Development (CED) at Mays Business School has provided customized management training for organizations in a variety of industries. Each CED program is created in.
• Manage 80+ weeks of leadership training programs per year with Program Coordinators for executive clients including Halliburton… Show more For more than 50 years, the Center for Executive Development (CED) at Mays.
• Manage 80+ weeks of leadership training programs per year with Program Coordinators for executive clients including Halliburton, WinCo Foods, Concho, Weatherford and Texas law enforcement agencies
• Coordinate and construct curriculum materials for weekly leadership development programs
• Specialize in special projects for program faculty and participants, ensure efficiency of service, and assist with inquiries Show less

Lake Champion - Glen Spey, NY

• Helped campers make friendship bracelets, completed daily financial paperwork, and worked the snack bar each night to allow campers to have a great camp experience
• Worked with other staffers to organize daily games and produce themed night events to promote unity within local Young Life groups to in return pour back into their community

Bryan/College Station, Texas Area

Received my Buyer Certification, and became a key-holder/assistant manager in 2014. Helped manage employees, run social media (i.e. Instragram), and buying/selling clothes.