Jake Ward Email & Phone Number

Los Angeles, Ca, Us

Successfully reviewed, analyzed, and compiled diligence documentation pertaining to pending investment opportunities leading to over $50M and growing invested on the platform.Monitored and updated reports of incoming and outgoing funds including daily reconciliations and monthly automatic investments. Coordinated directly with Asset Management Teams and Investment Opportunity Sponsors to ensure proper updates were made to investor tax documentation. Compiled and provided analysis of investment data to investors for review regarding their portfolio performance. Key Accomplishments:Managed role as the direct point of contact between investors and various Retirement Custodians leading to an increase of retirement funds invested through the company.Continually received recognition for maintaining a high level of professionalism and client satisfaction.

Los Angeles, California, United States

Pasadena, California, United States

Created new policies and procedures around Accounts Receivable, cash flow and reconciliation processes, reducing average billing processing time by 20%.Contacted clients with past due accounts to formulate payment plans and discuss payment options.Compiled and analyzed data for review by senior management of monthly quantitative and qualitative sales reports.Performed duties including invoicing, investigating chargebacks, discrepancies, and reconciliations with high accuracy.Key Accomplishments:Modernized the firm’s billing structure and practices to best accommodate remote employees during Covid-19.Reduced a substantial percentage of outstanding client account balances within months of promotion.

Pasadena, California, United States

Provided multifaceted services as a personal assistant to the company owner including screening calls, managing emails, running errands, coordinating calendars, planning events, and managing deadlines.Provided detail-oriented administrative support to 10+ coworkers to ensure a high efficiency of office operations.Developed new filing and organizational practices to save the firm time and money while conducting day-to-day functions. Key Accomplishments:Negotiated the successful sale of the owner’s vehicle while also securing tenants for his rental properties.

Greater Los Angeles Area

Facilitated direct communication between clients and over 30 veterinarians and veterinary technicians across the country.Handled 65+ customer interactions per day, giving detailed, personalized, friendly and polite service to ensure customer retention.Worked with a team of five other administrators to develop a more efficient method for handling incoming customer queries, booking appointments, retrieving customer data, and presenting relevant product information.Key Accomplishments:Planned, created, and shared original content and promotions across all Vetted PetCare social media platforms to over 250,000 individuals resulting in brand exposure and new clients.

Athens, Georgia Area

Consistently provided prompt service, managed cash and payments, and maintained customer satisfaction resulting in a substantial growth of client retention. Exhibited excellent client relations by anticipating needs, establishing rapport, and catering to all guest requests. Supported team through all stages of production while maintaining a positive attitude and being adaptable to any situation. Key Accomplishments:Earned repeated praise from management and clients for anticipating needs of crews, prioritizing tasks, and ensuring successful execution of all productions.

Athens, Georgia Area

Ensured a high level of quality in the printing needs and production for over 40 local businesses.Utilized Adobe Creative Suite while working one on one with clients to create various promotional and marketing materials.Ordered and maintained inventory while continuously staying under budget.Key Accomplishments:Led ongoing training with new employees to cover existing business practices and expectations along with updates to software and printing machinery.

Bachelor Of Arts - Ba, History

Focus: The Reformation and The Enlightenment

Sound Engineering Certificate