Hello! My name is Jason Peter. I have a passion for finance and a strong desire to excel in the financial services industry. I hope to secure an internship or a position that will allow me to make a meaningful impact. I am currently pursuing my Financial Planning Degree at the University of Wisconsin-Madison. Which has given me a strong foundation in financial principles, market analysis, and investment strategies. Throughout my coursework, I have been able to demonstrate my abilities to think critically, solve complex problems, and adapt to the dynamic world of finance. As a student, my current focus is on sharpening my understanding of financial concepts. I believe learning is a lifelong journey and I am always looking to expand my knowledge and apply it to real-world financial challenges. I am excited to pursue a career in the financial services industry due to the potential it can have to positively impact people's lives. As it will provide me with the opportunity to help individuals achieve their financial goals and secure their futures because to me finance is not just about numbers, it is about empowerment, security, and enabling dreams to become reality. I am looking to connect with fellow students, finance professionals, potential mentors, and potential employers who share my enthusiasm for the financial world. My primary goal is to secure an internship or a position in the financial services industry in which I can contribute my skills, dedication, and enthusiasm to a financial services organization that values innovation, teamwork, and client-focused solutions. If you believe I might be a valuable addition to your team, have advice to share, or know of opportunities that align with my aspirations please reach out. Thank you for taking the time to read a little about me. I look forward to connecting and engaging with you!
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Staff AccountantVerhelst Cpa, S.C.Madison, Wi, Us -
Customer Service RepresentativeWisconsin Athletics Ticket Office Sep 2022 - PresentMadison, Wisconsin, United States•Represent the University of Wisconsin-Madison at ticketed events•Assist customers with problems over the phone, by email, and in person•Provide information about products, services and company policies to customers •Maintain a positive attitude and calmly respond to customer complaints•Maintain a thorough knowledge of company's products, services and policies•Assist customers with information regarding orders •Provide technical support and troubleshoot issues experienced by customers •Handle payment processing and account maintenance
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Seasonal Tax InternVerhelst Cpa, S.C. Jan 2024 - Apr 2024Oregon, Wisconsin, United States• Use ProSeries software to prepare individual tax returns for clients• Use Accountability software to prepare 1099 forms for business clients• Assist clients with questions regarding their individual tax returns and 1099 forms• Use Microsoft Office tools to aid my analysis of client financial documents for information regarding tax matters and communicate with coworkers and clients• Participate in continuous training and development with my supervisor • Ensure compliance with IRS regulations and deadlines• Collaborate with others to complete projects efficiently -
Production AssistantBerres Brothers Coffee Roasters, Inc. Mar 2018 - Aug 2023Watertown, Wisconsin, United States•Assisted in multiple departments of the production area•Operated coffee roasting equipment to roast coffee beans to specified profiles•Monitored roasting process to ensure quality and consistency•Weighed and measured product for packaging•Operated packaging machinery to fill bags with product•Labeled, sealed, and dated products for freshness and compliance •Received incoming shipments of raw coffee beans, packaging materials, and other products•Inspected and verified the accuracy of received goods •Organized inventory in a systematic manner •Prepared outgoing shipments ensuring accurate labeling and documentation •Processed online and grocery store orders for coffee products •Picked, packed, and prepared orders for shipment•Maintained accurate records of order fulfillment and inventory levels
Jason Peter Education Details
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Personal Finance: Financial Planning
Frequently Asked Questions about Jason Peter
What company does Jason Peter work for?
Jason Peter works for Verhelst Cpa, S.c.
What is Jason Peter's role at the current company?
Jason Peter's current role is Staff Accountant.
What schools did Jason Peter attend?
Jason Peter attended University Of Wisconsin-Madison.
Who are Jason Peter's colleagues?
Jason Peter's colleagues are Richard Reale, Patrick Cunniffe, Andrew V..
Not the Jason Peter you were looking for?
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3damco.com, gmail.com, kuehne-nagel.com
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3gmail.com, mnsu.edu, paradox.ai
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Jason Peter
Graduate At Northeastern University | B.S In Industrial Engineering, Minor In Business AnalyticsBoston, Ma -
Jason Peter
Phoenix, Az
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