Jon Marble Email & Phone Number

Grafton, Massachusetts, United States

Greater Boston Area

Chadwick SQ, Worcester, MA

• Connect clients with sound financial advice and solutions
• Maintain customer relationships using Salesforce and other tools
• Utilize a large network of specialists to fulfill all client needs

4 Cabot RD Hudson, MA

• Constructed and maintained the showroom after moving the location of the business
• Recruited assistants for trade shows, and show room assembly
• Attended trade shows to entertain clients when their sales representative was occupied

Boylston, MA

• Private Landscaping, Construction, Real Estate Maintenance
• Simultaneously managed the demands from over 6 contractors and local businesses
• Hired and directed additional workers for completion of larger jobs

Cambridge, Massachusetts

• Researched several hundred potential businesses to purchase based on specific search criteria
• Contacted owners of businesses through cold emailing, and introduced them to our firm over the phone, discussed a possible sale of their business, and retrieved financials for review
• Reviewed financials, broker’s teasers, and performed valuations of companies utilizing financial modeling in excel
• Communicated sensitive acquisition information to shareholders including our valuation process, our offer price, and next steps in the potential sale of a business
• Performed due diligence for potential acquisitions closer to completion

423 Donald Lynch Blvd, Marlborough, MA 01752

• Achieved company goals for an efficient unloading process after implementation of feedback to management including the unloading process, inventory times, and restocking
• Trained new hires and interns in proven efficient methods of work
• Substituted for management during executive meetings
• Assisted 3rd party managers during yearly overnight inventory audit

Bachelor'S Degree, Finance & Minor In Economics, 3.3

Education record

Activities and Societies: I was a part of the Track and Field team.