Jake Yeager Email & Phone Number

Cleveland, OH, US

Cleveland, Ohio, United States

Cleveland, Ohio

-Managed accounts receivable for a concrete leveling business in Cleveland. I recorded checks and cash into Sage/Peachtree software. Reconciled the bank deposits.- Leveraged Microsoft Excel to build custom reports and analysis.-Sorted paperwork into different categories based on job completion and matched payments with the correct paperwork of the.

Westlake, OH

• Participated in a full rotational program that focused on clients path through the organization beginning with sales and marketing, moved to training, and ended with Business Development team
• Attended professional financial planning training explaining the C2P Bucket Plan for holistic financial advising attended CFA, CFP, and other financial professionals to practice in their business.
• Conversed with leaders and key personnel of the organization to learn their roles, career paths, and suggestions for success in relevant departments of a financial company.

Columbia Hills, Ohio

-Improved the way the more than 50 sets of car keys were set up in the valet room to make it more efficient for the valet to find the keys to a specific car and to look professional in front of clients.-Strengthened relationships between customers and employees to make them feel more welcomed and important by using name repetition.