Jake Nye Email & Phone Number

Meridian, Idaho, United States

Remote

• Analyzed client financial documents concerning investments, cashflow, assets, liabilities, insurance, estate plans, and goals to compile data relevant to the financial plan and enter data into eMoney
• Utilized Excel in collaboration with eMoney to develop a cashflow analysis and pinpoint shortfalls
• Collaborated with a CFP professional to review plans, document missing data, make key observations, and lay out next steps for the client’s financial advisor

Meridian, Idaho, United States

• Practiced holistic planning to provide clients with a complete planning experience in risk management, investment management, retirement planning, tax planning, and estate planning
• Participated in over 40 face to face client meetings and followed up with clients after each meeting
• Mastered a wide variety of fintech software to assist the advisors in recording and analyzing client data
• Solved problems in marketing, operations, and planning to improve processes in a small business setting

South Carolina, Texas

• Recruited and trained over thirty sales reps in sales skills and interpersonal communication
• Directed team meetings, motivated team members to achieve goals, instructed one-on-one, and assessed the mental health of team members through frequent personal interviews
• Generated new leads, provided customer service, solved problems, and increased customer retention
• Assisted individuals and couples in their homes to find a plan that best fit their needs

Alabama, United States

Rexburg, ID

• Amazon FBA
• Coordinated supply chain process by purchasing raw materials, preparing products, shipping products, and selling to consumers through Amazon FBA producing over $13,500 in revenue
• Researched market trends and customer preferences to create profitable products
• Balanced financial records, forecasted future sales, managed inventory, and analyzed sales trends

Boise, ID