Jake Blohm Email and Phone Number
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Jake Blohm personal email
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Jake Blohm is a Business Analyst at Parallel Advisors at Parallel Advisors, LLC. He possess expertise in microsoft office, microsoft word, problem solving, microsoft excel, microsoft outlook and 1 more skills.
Parallel Advisors, Llc
View- Website:
- paralleladvisors.com
- Employees:
- 65
-
Business AnalystParallel Advisors, Llc Sep 2024 - PresentDallas, Texas, United States
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Independent Operations ContractorBoston Growth Partners Oct 2022 - Feb 2024Cambridge, 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 -
Operations InternParallel Advisors, Llc May 2023 - Aug 2023San 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 management and 12 vendors• 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
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InternBrick Street Fund Feb 2023 - May 2023Waco, Texas, United StatesAnalyzed two pre-IPO companies to inform accredited investors of opportunities and raised nearly $10 million to support Series A and B funding -
Wealth Management InternParallel Advisors, Llc Jun 2022 - Aug 2022San 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
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Swim CoachLadera Recreation District May 2015 - Jul 2022Portola 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
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Head Swim CoachLadera Recreation District May 2021 - Aug 2021Portola 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
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LifeguardLadera Recreation District May 2017 - May 2021Portola Valley, California, United StatesSupervised 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
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Water Polo CoachMid Peninsula Water Polo Club Aug 2017 - Feb 2020Atherton, California, United StatesCoached 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
Jake Blohm Skills
Jake Blohm Education Details
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Economics And Finance -
High School Diploma
Frequently Asked Questions about Jake Blohm
What company does Jake Blohm work for?
Jake Blohm works for Parallel Advisors, Llc
What is Jake Blohm's role at the current company?
Jake Blohm's current role is Business Analyst at Parallel Advisors.
What is Jake Blohm's email address?
Jake Blohm's email address is ja****@****ors.com
What is Jake Blohm's direct phone number?
Jake Blohm's direct phone number is (415)-913*****
What schools did Jake Blohm attend?
Jake Blohm attended Baylor University - Hankamer School Of Business, Menlo-Atherton High School.
What skills is Jake Blohm known for?
Jake Blohm has skills like Microsoft Office, Microsoft Word, Problem Solving, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint.
Who are Jake Blohm's colleagues?
Jake Blohm's colleagues are Mariya Pioszak, Cpa, Gray Jaggers, Seth Scholar, Tito Conocido, Debbie Falzone, Sonny Alberto, Rick Ashburn.
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Jake Blohm
Aspiring Engineer | Innovator In Automation And Mechanical Design | Member Of Chelmsford Model Engineering SocietyLittle Dunmow -
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