Jesse Sigrist Email & Phone Number

Portland, Or, Us

Portland, Oregon, United States

- Serve as the primary point of contact for clients helping to organize and execute money transfers and trades.- Handle daily responsibilities to ensure our clients receive excellent service and have any concerns addressed.- Collaborate with advisors prepare and refine financial plans for upcoming meetings

Portland, Oregon, United States

Portland, Oregon Metropolitan Area

- Redesigned and problem-solved Addepar internal & client-facing reports- Assisted with compliance procedures and ran quarterly reports

Portland, Oregon, United States

- Developed familiarity with Addepar, eMoney, Fidelity, and Salesforce- Collaborated with members of the Operations Team to create and implement updated workflow procedures- Shadowed Advisors in Wealth Management Reviews and planning activities

Newberg, Oregon, United States

- Worked with Mainstay, a Chatbot AI, to implement a fully functional chatbot on our George Fox Website.- Reviewed preliminary test data to efficiently streamline the user-chatbot experience- Processed a number of daily database task to maintain a streamlined process for the Admissions office

Newberg, Oregon, United States

- Developed community by planning activities tailored to the desires of diverse residents- Handled crises and further developed conflict management skills- Supported teammates and assisted in maximizing team strengths

Newberg, Oregon, United States

- Represented George Fox University to potential students by giving daily tours of the campus- Processed transcripts and other student data using Slate, PeopleSoft & Click-Up- Assisted with organizational operations at the front desk and in the operations department- Communicated with in-office and remote co-workers to create a more efficient work environment.

Newberg, Oregon, United States

- Assisted in building community on a floor with 18 first and second-year students- Planned events to facilitate relationship-building- Helped residents on the floor transition from high school to college- Balanced the ongoing pandemic requirements with community building goals to create a supportive, safe space.

Kent, Washington, United States

- Learned to build high-quality desks, tables, bookcases, and closets.- Followed through in challenging work conditions to meet deadlines for large orders during the Covid-19 pandemic- Balanced communication with Spanish-speaking and English-speaking coworkers, often acting as a translator- Developed technical skills to craft vital pieces for furniture designs.

Newberg, Oregon

- Taught two separate classes on a weekly basis- Worked with professors to deliver a curriculum that was personalized for the students- Gained experience teaching individuals with different learning styles

Greater Seattle Area

Tutored Spanish students through connection and language. Worked collaboratively with Spanish faculty to determine work hours and prepare students for success through individual engagement.

Bachelor Of Science - Bs, Financial Planning

Activities and Societies: Semester Abroad - Costa Rica, Month Abroad - Egypt, Concert Choir, Resident Assistant, Dean's List.

Bachelor Of Arts - Ba, Spanish Language And Literature

Activities and Societies: Semester Abroad - Costa Rica, Month Abroad - Egypt, Concert Choir, Resident Assistant

Semester Abroad, Spanish Language And Literature

Four month immersion program in San José, Costa Rica. Courses taken: Introduction to Translation & Interpretation, Phonetics.

Associate Of Arts - Aa