Jimmy Scheri Email & Phone Number

Carmel, Indiana, United States

Bloomington, Indiana, United States

• Underwent thorough interview process and was selected from a pool of several other qualified individuals
• Coordinating financial details with faculty, companies, and vendors to plan events involving all members of the workshop

Bloomington, Indiana, United States

• The Charles Schwab Wealth Management Workshop at Indiana University - Bloomington prepares students for careers in financial planning and wealth management. Through Certified Financial Planner (CFP®) accredited courses.
• Faculty-selected to participate in a program focused on preparing students for careers in wealth management
• Completing prerequisite coursework in preparation to take the CFP exam directly following graduation
• Collaborated with other members of the workshop to improve on important professional skills such as teamwork, communication, interviewing, resume writing and more

Bloomington, Indiana, United States

• Alpha Kappa Psi is a Professional Co-ed Business Fraternity founded in 1904 with the purpose of developing its members into principled business leaders. Originally founded by 4 men at New York University, the.
• Chosen as 1 of 32 pledge class members from a 350+ applicant pool based on academic standing, extracurricular performance, and professional skills; participated in an 8-week long intensive pledgeship process and gained.
• Demonstrated proficiency in organizational and coordination skills through frequent communication with members of my pledge class, committee members, and active chapter members

Bloomington, Indiana, United States

• Assigned to a member of the Fall 2021 Pledge Class based on similarities and the wants and needs of the pledge based on an interview
• Developed a personal relationship through offering advice and support during the rigorous periods of pledgeship and the school year
• Conducted weekly meetings to go over plans for the week, what the pledge should be looking forward to, address any questions or concerns they may have about the pledgeship process, and help them meet their personal and.

Carmel, Indiana, United States

• Received first-hand experience in the wealth management industry by assisting a team of Certified Financial Planner advisors in providing comprehensive, transparent and independent financial advice to their clients
• Combined knowledge from school with real life financial situations and a collaborative environment to assist full-time advisors in providing the greatest possible value to clients on a daily basis
• Tested newly acquired skills to create client-facing meeting deliverables such as investment allocation summaries, performance reports, estate document summaries, cash flow analyses, insurance summaries and more
• Reviewed client financials throughout the year to maximize deductions and credits, reduce tax liability and manage credit

Mchenry, Illinois, United States

• Captain Rod's Boat Lift and Pier Service employees are the Marine Service Specialists in Northern Illinois with experience spanning over 40 years. Family owned and operated, and also affiliated with Seawalls Unlimited.
• Learned the ins and outs of the company and their products to assure proper assistance and disclosure of information to new customers
• Applied newly acquired skills to work independently and think critically when unforeseen challenges came to light during a job
• Assured customer satisfaction by communicating with clients and accommodating for their wants and needs

• Recorded attendance for 150+ brothers at all chapter meetings during the fall 2020 semester and created a comprehensive spreadsheet application to enhance usability for members who want to track their attendance
• Established myself among my brothers as selfless, well-organized, and punctual by meeting deadlines and keeping track of details that are important to the greater good of the fraternity

Grayslake, Illinois, United States

• J.A.B. Roofing and Remodeling is a construction company that does about 80% of their business in a retirement neighborhood called Saddlebrook Farms in Grayslake, Illinois. J.A.B. strongly values family and will go to.
• Refurbished and reconstructed decks, porches, garages, and other structures for clients
• Practiced problem solving abilities when faced with issues I had never encountered before
• Communicated with customers as well as other workers to fulfill the wants and needs of the client we are working for

Richmond, Illinois

• The Richmond Public Works Department exemplifies values of integrity, citizenship, and hard work in everything that they do. Upon my first day of employment, I immediately started learning life skills that would.
• Trusted to work independently and uphold standard of integrity and hard work, while also interacting with local townspeople and addressing any concerns they may have
• Worked collaboratively with other employees to get tasks done efficiently, while also being consistent with expected quality of work and positive attitude, no matter how high-stress the situation

Mchenry, Illinois

• Panera Bread is a company that heavily relies on customer satisfaction to set them apart from their competition. As an associate, my number one priority was to ensure that every customer was treated with respect, and.
• Worked as a team to be efficient with time and consistent in quality, and also maintain a calm and composed atmosphere during hectic periods of the work day
• Ensured customer satisfaction by cultivating meaningful relationships with regular customers and going above and beyond their expectations upon entering the establishment

Bachelor Of Business Administration - Bba, Finance And Financial Management Services

High School Diploma

Activities and Societies: Football, Track and Field, National Honor Society, LINK Crew, AP Ambassadors, Distinguished Warrior