Jeremiah Gilbert, Mba
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Jeremiah Gilbert, Mba Email & Phone Number

Sales Assistant-Fixed Income at Loop Capital at Loop Capital
Location: Chicago, Illinois, United States 7 work roles 2 schools
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Current company
Role
Sales Assistant-Fixed Income at Loop Capital
Location
Chicago, Illinois, United States
Company size

Who is Jeremiah Gilbert, Mba? Overview

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Quick answer

Jeremiah Gilbert, Mba is listed as Sales Assistant-Fixed Income at Loop Capital at Loop Capital, a company with 173 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Jeremiah Gilbert, Mba.

Jeremiah Gilbert, Mba previously worked as Sales Assistant at Loop Capital and President at Gilbert Enterprises Inc. Jeremiah Gilbert, Mba holds Master Of Business Administration - Mba, Accounting Forensics from Roosevelt University.

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Email format at Loop Capital

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Loop Capital

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Profile bio

About Jeremiah Gilbert, Mba

Jeremiah Gilbert, Mba is a Sales Assistant-Fixed Income at Loop Capital at Loop Capital.

Current workplace

Jeremiah Gilbert, Mba's current company

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Loop Capital
Loop Capital
Sales Assistant-Fixed Income at Loop Capital
united states
Website
Employees
173
AeroLeads page
7 roles

Jeremiah Gilbert, Mba work experience

A career timeline built from the work history available for this profile.

President

Current
Gilbert Enterprises Inc

Chicago, Illinois, United States

  • Market and sell vehicles online
  • Set goal and agenda for company
  • Responsible for handling all invoicing and bookkeeping
  • Handle customer service activities
  • Negotiate prices for vehicles at auction
  • Responsible for all business activities
Nov 2014 - Present

Client Service Representative

  • Review and address client issues/inquiries via inbound calls, electronic message, mail, and on-line chat.
  • Perform tax and IRA related account maintenance transactions, including IRA transfers, IRA distributions, cost basis updates, and dividend tax classifications.
  • Maintain knowledge of securities regulations impact on customers.
  • Expert in areas including: W-9, IRS TIN verification and back up withholding issues, W-8 recertifications, Year-end tax reports and forms, Analyzing Stock Market trends
  • Consult high net worth clients on issues such as IRA beneficiary options, dividend classifications and treaty rates, wash sale calculations, and FATCA Compliance
  • Liaising with internal departments including Accounting, Tax, Compliance, and Trade Desk
Aug 2019 - Dec 2022

National Account Manager

Chicago, Illinois, United States

  • Creates a viable carrier base for dry van, reefer, flatbed, and power only to cover freight in the southeast region
  • Develops new and grow existing carriers by cold calling (150+ a day), lead generation, and referrals
  • Builds strong relationships with dispatchers and decision makers
  • Ensures shipment details are accurately communicated and tracked in the system
  • Held as the UPS peak season coordinator for the East Coast/ Mid-Atlantic region
  • Responsible in assisting Onboarding for new carriers and owner operators
Jul 2018 - Aug 2019

Client Service Representative

Chicago, Illinois, United States

  • Fostered positive working relationships and effective communication and coordination with both internal and external stakeholders, including executive team, internal staff and clients
  • Assist with customer servicing requests from clients by working with internal teams and our carrier service center partners
  • Manage and onboard commercial insurance accounts for small businesses
  • Strong knowledge of insurance in general and standard policy documents
  • Train Service Team members on customer service processes, procedures, and coverages
Jul 2017 - Jul 2018

Insurance Producer

Bloomington, Illinois, United States

Jan 2016 - Dec 2016

Account Manager

Bloomington, Illinois, United States

Jan 2014 - Jan 2015
Team & coworkers

Colleagues at Loop Capital

Other employees you can reach at loopcapital.com. View company contacts for 173 employees →

2 education records

Jeremiah Gilbert, Mba education

FAQ

Frequently asked questions about Jeremiah Gilbert, Mba

Quick answers generated from the profile data available on this page.

What company does Jeremiah Gilbert, Mba work for?

Jeremiah Gilbert, Mba works for Loop Capital.

What is Jeremiah Gilbert, Mba's role at Loop Capital?

Jeremiah Gilbert, Mba is listed as Sales Assistant-Fixed Income at Loop Capital at Loop Capital.

Where is Jeremiah Gilbert, Mba based?

Jeremiah Gilbert, Mba is based in Chicago, Illinois, United States while working with Loop Capital.

What companies has Jeremiah Gilbert, Mba worked for?

Jeremiah Gilbert, Mba has worked for Loop Capital, Gilbert Enterprises Inc, Interactive Brokers, - Coyote -, and Insureon.

Who are Jeremiah Gilbert, Mba's colleagues at Loop Capital?

Jeremiah Gilbert, Mba's colleagues at Loop Capital include John Rutherford, Loop Capital Markets, Christopher Thom, Paul Younes, Joshua Webb, and Bo Daniels.

How can I contact Jeremiah Gilbert, Mba?

You can use AeroLeads to view verified contact signals for Jeremiah Gilbert, Mba at Loop Capital, including work email, phone, and LinkedIn data when available.

What schools did Jeremiah Gilbert, Mba attend?

Jeremiah Gilbert, Mba holds Master Of Business Administration - Mba, Accounting Forensics from Roosevelt University.

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