Jessie Willinghan, Crpc® Email & Phone Number

Lutherville, Maryland, United States

Owings Mills, Maryland, United States

• Point of contact between individual investors and retail investment services.
• Maintains client accounts, facilitates transactions, and answers account specific questions.

Lutherville Timonium, Maryland, United States

• Assists the Vice President and Director of Research with compiling the monthly due diligence monitor.
• Researches and evaluates the funds used by the company using Morningstar Direct.

Baltimore, Maryland Area

• Clarifying academic materials by adjusting to the student’s learning style.
• Meeting with professors to understand what materials are being taught and providing feedback.
• Assisting workshops and programs that help students improve their studying habits.

Baltimore, Maryland Area

Main responsibilities include assisting the Director in event planning, running errands, acting as a liaison between the Director and the program's members, and other organizational and administrative duties as needed. Heavily involved in planning out of state trips, including hotel and dining reservations, and transportation accommodations.

Baltimore, Maryland Area

• Managing the overall operational, budgetary, and financial responsibilities.
• Planning, evaluating and improving the efficiency of business processes and procedures to enhance speed, quality, efficiency, and output.
• Identifying and managing events that the organization caters towards.
• Creating, updating, and maintaining marketing vehicles.Identifying trends in customers traffic flows.

Baltimore, Maryland Area

Baltimore, Maryland Area

• Met company’s mission statement through providing excellent customer service, sanitary rules, and working respectfully with others.
• Excelled in working in a fast pace environment with minimal error.

Ocean City, Maryland

• Acquired funding for Movies on the Beach, Family Beach Olympics, and Play It Safe though sponsorship solicitation.
• Updated the processes for inventory and other organizational databases.
• Became the point of contact between children, families, potential donors, and the organization.
• Managed front desk responsibilities which included taking phone calls, answering emails, faxing, making copies, and setting appointments.

Towson, MD

• Met company’s mission statement through providing excellent customer service, sanitary rules, and working respectfully with others.
• Excelled in working in a fast pace environment with minimal error.

Ocean Pines, MD

Worked as a traditional camp counselor for 9 weeks. Directly in charge of a group of 30+ kids ages 11-13, and worked with children ages 6-10 as well. Designed activities, mediated conflicts, and facilitated weekly field trips. Other duties included facilitating weekly movies, concerts, and 'family fun' nights outside of the 9 hour work day.

Bachelor Of Arts - Ba, Business & Economics, Magna Cum Laude

Activities and Societies: President of the Elizabeth Morrissy Honors Program, President of Notre Dame of Maryland University's chapter of.

High School

Activities and Societies: Maine State YMCA Youth In Government, Tango Club