Jason Simms

Jason Simms Email and Phone Number

Financial Analyst @ Interfaith Community Services
San Diego, CA, US
Jason Simms's Location
San Diego Metropolitan Area, United States
About Jason Simms

Our team at Northwestern Mutual thrives thanks to my role as a College Financial Representative, where I apply my growing expertise in business analytics from California State University San Marcos. Simultaneously, I enrich young minds at Mathnasium, translating complex mathematical concepts into confidence and success for elementary students.With a foundation in business analytics from CSUSM and many ongoing online certifications such as the Google Data Analytics Professional Certificate, my competencies include business analysis and data science. I'm committed to leveraging these skills to contribute to meaningful projects and achieve collective success in a dynamic, growth-oriented environment.

Jason Simms's Current Company Details
Interfaith Community Services

Interfaith Community Services

View
Financial Analyst
San Diego, CA, US
Employees:
273
Jason Simms Work Experience Details
  • Interfaith Community Services
    Financial Analyst
    Interfaith Community Services
    San Diego, Ca, Us
  • Play-Well Teknologies
    Instructor
    Play-Well Teknologies Aug 2024 - Present
    San Diego County, California, United States
    Facilitate engaging and dynamic LEGO-based classes and camps for elementary school students, introducing key STEM concepts through hands-on activities. Thoroughly understand and effectively teach the curriculum, adapting content to meet diverse student needs and interests, ensuring a safe, engaging, and fun environment. Leverage strong classroom management skills to manage class sessions of up to 20 students, fostering creativity and problem-solving among students. Consistently serve as a positive and professional representative of Play-Well, effectively addressing questions and concerns from both parents and students with knowledge and respect.
  • Mathnasium - The Math Learning Center
    Mathematics Tutor
    Mathnasium - The Math Learning Center Feb 2024 - Present
    Escondido, California, United States
    Help students grasp mathematical concepts with clarity and confidence. Strives to create a supportive learning environment where students can excel. Works with mostly elementary-school-aged children in a group-teaching classroom setting. Dedicated to empowering students and building a passion for math.
  • Northwestern Mutual
    College Financial Representative
    Northwestern Mutual May 2024 - Aug 2024
    Carlsbad, California, United States
    Delivered tailored financial planning strategies that helped clients achieve their long-term financial goals. My role involved working closely with clients to enhance their financial health by offering personalized solutions, including life and disability insurance products. I actively engaged in continuous professional development, learning from experienced financial advisors to stay updated on industry trends and regulations. In addition to managing a large client base using CRM software, I also spent time as the College Unit Captain, leading a team of interns, ensuring tasks were completed accurately and on time, and providing mentorship and support to my peers. Key achievements include successfully selling financial products to clients and leveraging industry tools to optimize client management.
  • The Tjx Companies, Inc.
    Store Associate
    The Tjx Companies, Inc. Nov 2022 - Dec 2022
    San Diego, California, United States
    Worked in a dynamic retail environment as a part-time seasonal store associate, contributing to the success of the team during high-demand periods. Worked on the sales floor providing a positive shopping experience to customers, encouraging customer loyalty and satisfaction. Managed and organized merchandise to optimize visual appeal and streamline inventory processes. Collaborated effectively with team members to achieve merchandise sales targets as well as credit card sales targets. Adapted quickly to fast-paced work environments and demonstrated flexibility by working on the sales floor, as a cashier, and in the stockroom.
  • Transamerica
    Financial Advisor
    Transamerica Jan 2022 - May 2022
    San Diego, California, United States
    Spent a short time learning the basics of financial advising and insurance. Actively engaged in collaborative efforts with seasoned professionals, gaining exposure to the different aspects of financial advising. My role was centered on absorbing insights from experienced mentors. Eager to continue my growth and apply the knowledge acquired during this experience.
  • The Home Depot
    Lot Attendant
    The Home Depot Jun 2019 - Oct 2020
    San Diego, California, United States
    Led a team of 15-20 workers providing customer assistance by helping direct customers to what they needed as well as helping lift any heavy or large objects. Took on many other roles to support the store, such as backup cashier when needed as well as taking a leadership role in my department. I was also forklift certified as well as reach truck certified. This role enhanced my ability to work in a fast-paced environment and instilled a strong sense of responsibility, both as a leader and by ensuring the visual appeal and functionality of the store's exterior.

Jason Simms Education Details

Frequently Asked Questions about Jason Simms

What company does Jason Simms work for?

Jason Simms works for Interfaith Community Services

What is Jason Simms's role at the current company?

Jason Simms's current role is Financial Analyst.

What schools did Jason Simms attend?

Jason Simms attended California State University San Marcos, San Diego Mesa College, Ridley High School.

Who are Jason Simms's colleagues?

Jason Simms's colleagues are Monique Olivieri, Anna Cueva, Carmelita Agustin Lopez, Juliana Ramos, Lisette Sumano, Lauren Varner, Mpa, Oscar Cannon.

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