Jake Levingston Email & Phone Number

Washington, DC, US

Washington, District Of Columbia, United States

New Orleans, Louisiana, United States

Organize data collection, data cleaning, data coding, proofreading, and literature searches for the study “Sexual Orientation Discrimination in Mortgage Lending: An Audit Field Experiment”

Tysons Corner, Virginia, United States

- Prepare the supporting work papers and complete individual, corporate, partnership, and non-profit tax returns- Review data input, identify and resolve technical tax issues, and assist in the review of tax preparation completed by the Firm in India- Analyze the tax implications of working internationally and filing income tax returns in multiple state

San Francisco, California, United States

- Maintain and oversee the CRM system (Salesforce)- Provide direct communication with members and volunteers through email, phone, and a biweekly newsletter- Assist with planning and executing logistics for major fundraising events

New Orleans, Louisiana, United States

New Orleans, Louisiana, United States

- Gained valuable exposure to portfolio construction, investment allocation, and risk optimization- Scheduled quarterly, semiannual, and annual review calls, while also obtaining a comprehensive understanding of the wealth management industry through weekly meetings, classes, and team activities

Falls Church, Virginia, United States

• Operated a checkout lane and associated equipment, including scale, barcode scanner, belt, and cash register
• Performed all checkout procedures quickly and accurately, while also promoting the store “bonus card” to customers
• Assisted sales floor staff with stocking shelves, keeping front lanes neat, and assisting guest when needed

Mclean, Virginia, United States

• Interact with peers and industry professionals to develop a network that will be useful throughout my career
• Engage in virtual discussions to gain familiarity with industry practices by learning from professionals
• Create summaries of real estate, finance, and general business topics to increase my industry-specific knowledge base

Bethesda, Maryland

• Ensured that 300 loans adhered to Federal regulations and pre-audited 300 loans to prevent further financial exceptions
• Contacted upwards of 500 borrowers through email and phone calls to collect required financial information
• Interacted with relationship managers, portfolio managers, and executives to collaboratively achieve daily goals
• Took Commercial Banking classes, engaged in team building activities, and attended biweekly meeting with various levels of staff to gain a clearer understanding of each department within a commercial bank
• Underwrote 5 commercial real estate agreements and commercial industrial lines of credit

Bethesda, Maryland

• Ensured that 300 loans adhered to Federal regulations and pre-audited 300 loans to prevent further financial exceptions
• Contacted upwards of 500 borrowers through email and phone calls to collect required financial information
• Interacted with relationship managers, portfolio managers, and executives to collaboratively achieve daily goals
• Took Commercial Banking classes, engaged in team building activities, and attended biweekly meeting with various levels of staff to gain a clearer understanding of each department within a commercial bank
• Underwrote 5 commercial real estate agreements and commercial industrial lines of credit

Mclean, Virginia, United States

Mclean, Virginia

Bachelor Of Science In Management, Finance, Energy, And Management, 3.91/4.0

Activities and Societies: - Magna Cum Laude - Deans List all 7 semesters - Delta Sigma Pi Professional Fraternity - Sigma Alpha Epsilon.

Certificate In Business Analytics, Pass

Business Analytics is an 8-week, 40-hour online certificate program from Harvard Business School. Business Analytics introduces.

High School Diploma

Activities and Societies: Varsity Football, Varsity Lacrosse, Varsity Wrestling, GameChangers, Vex Robotics, Science & Engineering Club.