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 •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 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 partnership with the client, and the structure, content, curriculum, and location are designed to achieve the goals of each individual organization.•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 Business School has provided customized management training for organizations in a variety of industries. Each CED program is created in partnership with the client, and the structure, content, curriculum, and location are designed to achieve the goals of each individual organization.•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.