Jesse Wolfe, Cpfa® Email & Phone Number

Midlothian, Virginia, United States

Richmond, Virginia, United States

Assist approximately 30 business owners and their plan participants understand and manage their 401(k) Plan Assist 3(21) registered advisors with the paperwork, compliance, and logistics of opening new 401(k) Plans and servicing themComplete proposals for prospective new clients and maintain relationships with several local vendor salespeopleUtilize fi360.

Richmond, Virginia Area

Work with advisors to service current client accounts and open new accountsAssist advisors with client interactions via email and phone conversationsMaintain industry knowledge of compliance requirementsMaintain knowledge of our Broker Dealer's servicing requirements and best practices

Greater Boston Area

-Aid a boutique technical consulting company in gaining quality contractors and guarantee they meet the set requirements of our clients. -Personal assistant to a business owner of a local technical consulting company.-Complete tasks asked of me at the expected level of quality and in a timely fashion to make employers’ life less stressful.-Duties include.

Boston, MA

-Assisted a young family in obtaining organization in a hectic lifestyle-Passed driving and security background checks-Duties included: some childcare for their 2 year old son, tidying house, laundry, grocery shopping, food prep, planning travel, purchasing card and gifts, and running errands

Woburn, MA

-Developed small group management skills and oversaw 2-6 people at a time-Conducted 2nd round interviews on behalf of company and achieved an overall retention rate of 82%-Trained entry level employees on the fundamentals of direct sales and product knowledge in small group meetings-Learned to develop leadership skills in others-Was a pace setter in direct.

Patuxent River, MD

-Used AutoCAD to draw buildings plans and aid in renovations -Worked with an engineering team documenting wiring data for key components of F/A-18 jet fighters-Completed administrative duties (answering phones, scheduling meetings, travel itineraries, etc)

Patuxent River, MD

-Maintained a digital database containing business contract information and assured the guidelines of those contracts were carried out. -Completed administrative duties (answering phones, scheduling meetings, travel itineraries, etc)-Supervised 3 interns helping in the archiving process. -JPAS, Basics II, DTS, and Boeing access-Received U.S. Government.