Jordan Wolf Email & Phone Number

Austin, Texas, United States

Create financial and data solutions for investment professional to draw meaningful conclusionsTrain users on best practices ensuring most efficient use of FactSet productsBuild dynamic financial models and implement process improvements, saving client time in the futureIntegrate data into external applications such as Microsoft Office for client friendly.

Austin, Texas, United States

Create financial and data solutions for investment professional to draw meaningful conclusionsTrain users on best practices ensuring most efficient use of FactSet productsBuild dynamic financial models and implement process improvements, saving client time in the futureIntegrate data into external applications such as Microsoft Office for client friendly.

• Devised innovative revenue stream ideas, creating 4 sources of revenue for KeepUpp
• Improved the MVP through comprehensive market analysis and core product suggestions, enhancing the UX and product utility
• Managed the Financial Modeling of the business establishing funding needs and flagging areas of overspending
• Engineered the product's marketing strategy, campaign roadmap, and advertising efforts

Austin, Texas, United States

• Built dynamic financial models and implemented process improvements, saving individual 15+ clients 150-300 hours a year
• Pioneered Blockchain content acquisition and exploration efforts, built a dynamic screen to track VC blockchain funding
• Produced monthly Digital Asset Tracker reports for C-level team exploring the importance of integrating crypto data
• Integrated data from FactSet’s workstation into external Microsoft Applications; PowerPoint, and Excel
• Leveraged FactSet’s tools to develop, monitor, and manage a mock $1M stock portfolio, highest grossing portfolio in the Intern class, 5.82% Return over 2 Months
• Created presentations to communicate financial knowledge and deliver an in-depth M&A suggestion

• On Deck focuses on building communities and products for founders and their earliest supporters. They have helped accelerate 2500+ start-ups over the past 2 years
• Researched each guest’s career journey, evaluating each step and formulating tactical questions for the show
• Assembled a brief for each guest with, 30+ tactical questions, career history, fun facts, hyperlinks to past podcast
• Consulted with my boss on unique questions to ask each guest and helped lead the podcast vision

Tel Aviv, Israel

• Designed new internal career development website, SimilarTube, with supervisor to improve UX
• Analyzed onboarding experience data using Excel, and presented PowerPoints utilizing detailed analysis and recommendations for future programs saving approximately $300k annually
• Led optimization project to automate employee growth and promotion analysis processes for 950+ employees, saving company 400+ hours of manual labor annually
• Spearheaded standard path for career progression by accelerating development of robust mentor program and master classes, 45 participants enrolled before my last day

Management Of Information Systems, Business Administration, Management And Operations

Activities and Societies: TAMID Consulting / Equity Group (Consulting Project Manager), Texas Blockchain Engineering Group, Disabilities.

Plan Ii Honors, Liberal Arts And Sciences/Liberal Studies