Jake Monroy
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Jake Monroy Email & Phone Number

Finance Major at Indiana University - Kelley School of Business
Location: Scotch Plains, New Jersey, United States 3 work roles 2 schools
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Role
Finance Major at Indiana University - Kelley School of Business
Location
Scotch Plains, New Jersey, United States

Who is Jake Monroy? Overview

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Jake Monroy is listed as Finance Major at Indiana University - Kelley School of Business based in Scotch Plains, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Jake Monroy.

Jake Monroy previously worked as Wealth Management Intern at Nisivoccia Wealth Advisors Llc and Data Entry Associate at Care Station Medical Group. Jake Monroy holds Bachelor Of Science - Bs, Finance, Junior from Indiana University - Kelley School Of Business.

Profile bio

About Jake Monroy

I am currently in my Junior year at Indiana University in the Kelley School of Business studying Finance. This past summer I interned in Mount Arlington, New Jersey with Nisivoccia Wealth Advisors LLC as an Intern in the Wealth Management Department.As an individual driven by a desire to make a positive impact, I find great fulfillment in giving back to my community and those around me. My participation in a high school fundraising event that raised over $4000 for the homeless instilled in me a deep sense of purpose and taught me valuable marketing and organizational skills. Additionally, it gave me a sneak peak into the importance of finance and financials in any venture. To me, finance is more than just a numbers game – it's about using data and analysis to make informed decisions that have a real impact on people's lives. My goal here at the Kelley School of Business is to use my passion for finance to make a positive difference in the world. Whether it's by helping businesses access the capital they need to grow and thrive, or by creating innovative financial products that make it easier for people to manage their money, I am committed to using my skills and expertise to build a better future for everyone. In all my future endeavors, I am eager to channel my passion, grit, and perseverance into making a difference and achieving greatness.

3 roles

Jake Monroy work experience

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Data Entry Associate

New Jersey, United States

-Attained knowledge of HIPAA Privacy Regulations by appropriately handling patient information.-Entered patient data into a centralized database system for future appointment scheduling.-Recorded 500+ patients into the Department of Transportation database for physicals.-Transferred paper records by efficiently transferring data to spreadsheet and database systems.

May 2023 - Aug 2023

File Clerk

New Jersey, United States

Assisted in moving all patient files into the electronic health records system, Aprima. These efforts ensured that all patient records were accurately transferred into the new system, providing the company with timely and up-to-date information.-Gained skills such as strong attention to detail and the ability to work with complex information systems.-Contributed to the overall improvement of patient care and safety. -Ensured records were accurate

May 2022 - Aug 2022
2 education records

Jake Monroy education

Bachelor Of Science - Bs, Finance, Junior

Activities and Societies: Zeta Beta Tau FraternityRelevant Courses: Financial Accounting, Managerial Accounting, Fundamentals of Corporate.

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What is Jake Monroy's role at their current company?

Jake Monroy is listed as Finance Major at Indiana University - Kelley School of Business.

Where is Jake Monroy based?

Jake Monroy is based in Scotch Plains, New Jersey, United States.

What companies has Jake Monroy worked for?

Jake Monroy has worked for Nisivoccia Wealth Advisors Llc and Care Station Medical Group.

How can I contact Jake Monroy?

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What schools did Jake Monroy attend?

Jake Monroy holds Bachelor Of Science - Bs, Finance, Junior from Indiana University - Kelley School Of Business.

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