Jaelen A. Jackson, Mba Email & Phone Number

Tallahassee, Fl, Us

Us

Participate in developing funding opportunities, the drafting of prospective programmatic budgets, and determining cost effectiveness of prospective service deliverySupervising payroll operations, insurance policies, accounts payable records, school board procedures, pay schedules, retirement benefits, and managing the preparation and finalization of monthly and annual reporting documentsManaging financial goals, objectives in cash management operations and policies for administrative services while ensuring compliance with Internal Revenue Service rules and the appropriate state and federal statutes

St. Petersburg, Florida, Us

Responsible for the production, validation and submission of financial regulatory reports (e.g., Consolidated Audit Trail (CAT) Electronic Blue Sheets (EBS), and Large Options Position Reports (LOPR), etc.)Collaborating with other business units (Brokerage Operations, Trading, Compliance, IT, and Legal).Assisting and providing input in the interpretation of new/changing securities rules, regulations, policies or laws; updating processes for compliance with rules and regulations as well as departmental proceduresCompiling operational information for internal and external auditors (e.g. FINRA, SEC) with limited oversight, while planning and executing remediation efforts for any identified issues with minimal guidance/support from Supervisor/ManagerAssisting Manager or Senior Analyst in the design, planning, and execution of testing strategies; under direct supervision, which may lead the testing efforts of other analysts; communicating any issues to management that requires immediate attention in a clear and concise manor; drafting recommendations to mitigate risks

New York, New York, Us

Managed projects for the oversight of Risk Management frameworks for the Professional Services functionsAssisted with monitoring, assessment, analysis, evaluation and/or documentation of in-line business operations Managed ad-hoc duties as assigned and supported the North American (NAM) and Latin American (LATAM) risk mangers to accomplish assigned tasks around identifying problems and improving HRPS process efficiency

Jersey City, Nj, Us

Managed intern groups and upheld leadership roles in employee groups (ERG’S) to aid in development and innovation in compliance with First Line Risk & Control yearly goalsParticipated in the management, dialogue and regulatory processes for Regulatory Exams (audits) from DTC, FICC, and NSCC and more including managing projects and deliverables from ad-hoc committees Managed policy and procedural documents and weekly updates for executives and assisted in problem identification to improve framework efficiencies and streamlining processes reporting to Financial Industry Regulatory Authorities

Provided investment and accounts support for 75+ clients on a daily basis helping clients meet financial goalsPassed the Securities Industry Essentials exam and utilize industry knowledge to work closely with various financial teamsCollected and applied investment information for projects while evaluating and testing new leads for investment opportunities

Lawrenceville, Georgia, Us

Developed a book of business of 60+ clients and maintained relationships with policy holders over timeAnalyzed requirements to prepare comprehensive plans to meet insurance needs and financial goals for individual clientsSold policies for companies such as Mutual of Omaha, Americo, and Transamerica while maintaining regulation compliance

Atlanta, Georgia, Us

Selected out of 200 highly competitive scholars from universities across the country Gained insights and networked with executives and recruiters from over 15 fortune 500 companies in the United States Participated in panel discussions, seminars, and case studies spearheaded by various company officials and received offers

San Francisco, California, Us

Built and maintained customer relationships throughout processing 50+ transactions daily with extreme attention to detailAssisted branch and service managers with tasks and aided transitional services from Bank Tellers to Personal Bankers and AdvisorsProcessed teller transactions including: servicing accounts, accepting loan and credit card payments, managing safe deposit box payments, cashing checks, making deposits, balancing cash drawers, and following proper procedures and protocol for Wells Fargo

San Francisco, California, Us

Fostered business relationships with company executives and sharpened professional skillsets while managing projects and tasksEstablished a data baseline for the company’s Sustainable Giving Garden initiatives as well as 2020 sustainability targets and goalsSat on the advisory board for a partnering non-profit environmental pilot program (Training to Work an Industry Niche - TWIN),and advised program participants on sustainable environmental practices as a part of their requirements to complete program courses

San Francisco, California, Us

Maintained leadership roles for projects and managed RepRisk reports for third party service providers of Wells Fargo & Co. developing analytical, communication, and managerial skills within the sustainability division and team member engagementsSat on the advisory board for a non-profit environmental pilot program, putting ten people back to work after obtaining their environmental andOSHA10 certifications (Environmental Workforce and Development Training EWDJT)

San Francisco, California, Us

Selected amongst 1,200 high-achieving sophomore undergraduate applicants Completed case studies pertaining Well Fargo’s Wholesale Banking divisions Interacted with highly talented Wells Fargo Wholesale Banking team members Developed an understanding for the culture and values at Wells Fargo and gained a first-hand experience in various Wholesale Banking divisions

San Francisco, California, Us

Selected amongst high-achieving sophomore undergraduate students out of 600+ applicants November 2-4, 2016Completed a case study pertaining to Investment Banking, Capital Markets, and Credit Valuation SkillsInteracted with highly talented Wells Fargo Securities team members and gained insight on Investment Banking Developed an understanding for the culture and values at Wells Fargo and gained a first-hand experience in the Securities Dept.

Tallahassee, Florida, Us

Recruited 200+ new students throughout the School of Business & Industry (SBI) and other schools within the University to participate in the organizationSpearheaded participation in relevant University events to expand the brand of CFO and services provided by the organizationConstructed classroom visits in Business related courses and implemented initiatives to increase awareness about the organization

Tallahassee, Florida, Us

Allocated over 6.5 million dollars throughout the Florida A&M University student body and 21 clubs and organizations Assembled campus events to retain and enhance the student experience at Florida A&M University Created bills and legislations to build and maximize efficiency on campus and to benefit the student body

Tallahassee, Florida, Us

Allocated over 9.2 million dollars throughout the Florida A&M University student body and 21 clubs and organizations Assembled campus events to retain and enhance the student experience at Florida A&M University Created bills and legislations to build and maximize efficiency on campus and to benefit the student body

Tallahassee, Florida, Us

Managed online administrative accounts and social media outlets to increase marketability for the recreation departmentFounded the University’s Skateboarding Club to increase diversity within the recreation’s list of physical activity servicesCreated marketing initiatives to improve sales, facility rentals, and student engagement that were implemented by recreation staff

Tallahassee, Florida, Us

Analyzed statistical data and and build spreadsheets to track marginal gains and losses for the recreation departmentExecutively produced and managed the University’s Recreation Department show which highlighted activities, events, and opportunities with the departmentDrew up marketing initiatives to improve student engagement and services that are presented to the recreation department staff

St. Louis, Missouri, Us

Completed case studies pertaining to Wells Fargo’s Advisors and Wealth & Investment Management (WIM) divisionsNetworked with highly talented Wells Fargo Advisors and executives that shared invaluable knowledge on the division(s)Expanded my understanding for financial literacy and investments with Wells Fargo Advisors and gained first-hand experiences and lessons that boosted my IQ in the financial industry

Irvine, Ca, Us

Studied entrepreneurial and developmental tactics from world-class educators, University officials and Business industry leadersDeveloped analytical, technical, and managerial skillsets through a week’s worth of informative sessions and team building activitiesEngaged in a case study sponsored by Deloitte Co. dissecting flaws within a $5B+ mock company and won a $2,400 2nd place award

Dc, Washington, Us

Invited to the UNCF Student Leadership Conference which is an interactive environment where over 400 students participated from the 37-member institutions, alumni, advisors, and UNCF staff convene to engage in deliberate and professional development and leadership workshops. The focus of this three-day Leadership Conference also includes career readiness, social media etiquette, professional development, and alumni and student recognition.

Riverside, Ca, Us

Selected amongst high-achieving freshman undergraduate students out of 450+ applicants where I studied entrepreneurial tactics from world-class educators, CEOs, CFOs, and other industry leaders Developed analytical, technical, and managerial skill-sets through a week long entrepreneurial boot camp Engaged in a case study sponsored by Deloitte Co. dissecting flaws within a $5B+ mock company to apply diverse improvements