Jake Blohm Email & Phone Number

Dallas, Texas, United States

Cambridge, Massachusetts, United States

• Consulted with ≈30 small and medium businesses to create their Employee Retention Tax Credit (ERTC) and evaluate losses caused by COVID-19 and government mandates resulting in millions of dollars in refunds
• Developed and managed a database with more than 4,000 government mandates across all 50 states

San Francisco, California, United States

• Spearheaded a project team with 15 cross-functional people across seven departments to meet a deadline to move to the 16th floor. Responsible for managing workstreams, meetings, and external communication with building.
• Created a robust tool for management to compare advisor revenue with internal fee structures to identify opportunities totaling at least $14 million in revenue by analyzing previous billing cycles and fee structures
• Created materials for the COO to inform and persuade the C-Suite in hopes of better serving our clients through family office and trust services thus expanding our current capabilities and offerings

Waco, Texas, United States

Analyzed two pre-IPO companies to inform accredited investors of opportunities and raised nearly $10 million to support Series A and B funding

San Francisco, California, United States

• Designed, created, and presented pitch decks for the onboarding of ≈5 new clients and $10 million in assets
• Assisted 50 clients with their financial plans using Money Guide Pro and presented at quarterly client meetings
• Updated and streamlined rebalance worksheets for asset allocation and presented to an internal investment advisory panel saving 15 advisors several hours each week and informing investment allocation

Portola Valley, California, United States

• Interested swim coach responsible for leading 156 children ages 5-18 how to swim and be respectful athletes
• Planned 15 practices a week, and organized nine events with 150 to 200 people at each
• Appointed by coaches and superiors to supervise, and train 14 junior coaches

Portola Valley, California, United States

• Interested swim coach responsible for leading 156 children ages 5-18 how to swim and be respectful athletes
• Planned 15 practices a week, and organized nine events with 150 to 200 people at each
• Appointed by coaches and superiors to supervise, and train 14 junior coaches

Portola Valley, California, United States

Supervised recreational and competitive swimmers as Red Cross certified lifeguard ensuring safetyConducted chemical checks for chlorine and PH levels, controlled concession sales, and sale of day passes

Atherton, California, United States

Coached a middle school and a 10 and under team teaching strategies of water polo to eleven or thirty childrenDeveloped 3 practices a day, game plays, organizing tournaments of ten or more teams, and communicating with families several times a week

Bachelor Of Business Administration - Bba, Economics And Finance

Activities and Societies: HSO: Hankamer Student Organization The Baylor Finance Society Baylor Waterski The Baylor Consulting Group

High School Diploma

Activities and Societies: Water polo and swim team.