Jake Coon, Cfa Email & Phone Number

Chicago, Illinois

Associate within Private Wealth Management, a segment of the Goldman Sachs Asset and Wealth Management Division.

Chicago, Illinois

Financial analyst within Private Wealth Management, a segment of the Goldman Sachs Consumer and Wealth Management Division.

Greater St. Louis Area

Subjects include Finance, Accounting, and Statistics.-Match tutors with students in need-Train and educate tutors on tutoring styles and procedures

Barrington

My partner, Scott Arnett, and I started up this business through the Barrington High School Business Incubator program. Our business is a technology tutoring company targeted towards older adults. Our service consists primarily of retirement home classes and in-home one-on-one sessions. I possessed the title of CFO but have worked almost every aspect of the business. I handled most of the financials and accounting for the business, but have also assisted in marketing, sales, and legal… Show more My partner, Scott Arnett, and I started up this business through the Barrington High School Business Incubator program. Our business is a technology tutoring company targeted towards older adults. Our service consists primarily of retirement home classes and in-home one-on-one sessions. I possessed the title of CFO but have worked almost every aspect of the business. I handled most of the financials and accounting for the business, but have also assisted in marketing, sales, and legal. I recently sold large chunk of my shares because I was too busy with school and other jobs. Show less

Chicago, Il

County Dublin, Ireland

-Build and manage client portfolios-Assist Private Banking Managers (PBM) sell to clients-Update customer data on company software per Central Bank regulations-Assist investment team manage funds

Barrington, Il

-Computer database update-Data inputting-Sales quotes follow-up calls-Sales pipeline navigation-Microsoft Excel modeling-Microsoft Dynamics client service management

-One of five counselors for a sports camp-30 Campers ages 6-11-Created and set up various games-Managed schedule and timing for games, snack, and lunch-Had to adapt and lead the campers during inclement weather

Accounting And Finance

Activities and Societies: Varsity Football, Phi Delta Theta, Moneythink

Summer Classes, Finance, General

Summer classes while interning at Bank of Ireland Private Banking. -Internship Project Module: Learned how to properly communicate.

High School

Activities and Societies: Captian of football team, captain of baseball team, Colts Leadership, IT Campaign, Broncos Committed, Snowflake.