Jared Crawford, Cfp®, Cima®, Clu®, Chfc® Email & Phone Number

Myrtle Beach, SC, US

Newark, New Jersey, US

• As Financial Planner:
• Assists in the clarification, understanding and quantification of client’s financial goals and needs.
• Assists clients in gathering the information needed to prepare the financial plan.
• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.
• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.
• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.

Charleston, SC, US

• In depth knowledge of the procedures necessary to provide students with a better understanding of Finance.
• Assisted students in acquiring better understanding of targeted weak areas within Finance.
• Assisted with research and analysis of academic papers.

• Created 20 day and 200 day moving average figures, plus a proprietary ratio measure from Bill Sherman, of the St. Louis-based investment market research firm, The Sherman Sheet.
• Coordinated with another intern analyst, the ranking of over 50 foreign ETFs, according to month-end indicators.
• Constructed hypothetical portfolios of 5 top-ranked funds and calculated the returns for these monthly reallocations.
• Consolidated historic data for over 53 international equity exchange traded funds, since each fund's inception.
• Studied difference of these investments to international equity benchmarks.

• Memorized restaurant’s alcoholic beverages, and dinner entrees, capitalizing on up selling food and beverage to increase sales.
• Wrote patrons’ food orders on slips, memorized orders, or enter orders into computers for transmittal to kitchen staff in a 200+ seat restaurant.
• Effectively communicated with managers, team members, and kitchen staff to serve food and beverages that exceeded guests’ expectations.
• Consistently exceeded sales goals by efficiently managing tables and multi-tasking.

• Performed at a fast pace while working as a team member, and helping other staff learn, food and drink run, and maintain communication.
• Maintained a designated section within the restaurant with 500+ guest.
• Greeted tables with water and bread in a timely fashion.

• Presented menus to patrons and answer questions about menu items, making recommendations upon request.
• Performed at a fast pace while working as a team member, and helping other staff learn, food and drink run, and maintain communication.
• Communicated with kitchen staff to ensure accurate and timely order preparation.
• Continually followed up with guest to property fulfill additional requests.

• Maintained continuous surveillance of people in the ocean.
• Communicated with other lifeguards and supervisors.
• Assisted patrons when appropriate or necessary.
• Identified potential accident hazards.

North Myrtle Beach, South Carolina, US

• Watched all simmers and engaged in a rescue if a swimmer was in danger.
• Protected and treated beach patrons in first aid, and emergencies.
• Maintained responsibility of a lifeguard and certification of CPR.
• Enforced the rules for safety.

Winston-Salem, North Carolina, US

• Assisted customers with finding grocery items.
• Checked the customer out at the register.
• Organized groceries for customer’s ease.

Financial Planning And Services

Tips Alcohol Certification

Bachelor Of Science - Bs, Finance, Minor In Data Science

Associate Of Arts And Sciences - Aas, Liberal Arts And Sciences, General Studies And Humanities

Https:Www, Cfp.Net/, Certified Financial Planner®

Chartered Life Underwriter (Clu®)

Chartered Financial Consultant (Chfc®)

The Producer'S Guide To Market Conduct

Certified Global Business Professional (Cgbp)

Bloomberg Market Concepts

Envestnet Institute On Campus, College Of Charleston

Microsoft Office Specialist: Microsoft Office 2016