Jeremy Lohman Email & Phone Number

Chicago, Illinois, United States

I spent my days in the office, answering and processing incoming phone calls and transactions, putting together presentations for full financial analysis as well as investment portfolios for clients.In the evenings, I would work with clients helping them achieve their financial goals and getting on the right path to having the type of financial future that they desire.

Store manager, responsible for all aspects of daily operations, opening store on time, keeping labor costs at reasonable levels, ordering of product twice a week, cleaning of store daily, canvassing of local businesses and community.Managed Round Lake Beach, Gurnee and Scottsdale, AZ stores during my time as a manager, and also helped at other stores and with special biweekly business lunch at local Waukegan business.

Worked with product strategies group, assisting with various presentations, state filing of updated insurance forms, as well as analysis of client trends.

Gave tours to prospective Carthage students and their parents. Helped out at various registration and scholarship competition days. Did general back office as needed, including envelope stuffing, data entry, and stockroom inventory.

Worked with product strategies, helping analyze data and put together reports that were presented to upper management on various trends in the company book of business