Jacob (Jr) Vance Email and Phone Number
My ability to identify and implement process improvements allow me to drive plans that produce positive outcomes and implement operating procedures that improve accuracy, efficiency, and productivity. Through effective communication, project management, strategic planning, and problem resolution skills I am able to execute successful outcomes that exceed company goals and expectations.A few of my successful achievements include:- Consistently increase revenue through effective portfolio management, financial analysis, investments,market trend analysis, and valuations for domestic and international entities.- Provide exceptional leadership that allows teams to deliver results and promote growth.- Extensive knowledge in finance, risk management, data analysis, research, and reporting allow me toidentify and implement process improvements to streamline data flow.I have a great understanding of deploying strategic solutions on a global scale and producing outcomes that exceed all expectations. I am able to create effective strategies for increasing revenue, through my knowledge and experience while ensuring company objectives are achieved.
-
Business Analytics ManagerLiveops, Inc.Colorado Springs, Co, Us -
Business Analytics ManagerLiveops, Inc. Jan 2023 - PresentScottsdale, Az, Us -
Senior Business AnalystRichard Heath & Associates, Inc. (Rha) Mar 2020 - Oct 2022Fresno, Ca, Us -
Business AnalystRichard Heath & Associates, Inc. (Rha) Mar 2020 - Mar 2022Fresno, Ca, UsIn my role as a Business Analyst I have focused on enhancing business operations that have directly lead to increased production. My contributions include: • Successfully implementing new strategies across all areas of business including: Call Center, Field staff, Processing Team, Invoicing and Business Reporting for Management• Oversee program database to maintain accurate information used to analyze production, revenue, and operations• Serve as initial point of contact for system-related questions for internal team and external clients -
ConsultantUpwork Sep 2018 - Feb 2020San Francisco, California, UsI contributed to the necessary function of updating, organizing, and improving scheduling processes for a truck shipment company. With my assistance, we were able to provide an efficient means of processing and compiling data in an efficient manner which resulted in a more streamlined process.My contributions for this project included:- Spearhead production of XLS spreadsheets to improve scheduling parameters for a truck shipment company.- Created efficient tracking through updated synchronized spreadsheets, reviewing data practices, and providing input on applicable best practices. -
AnalystEcuadorian Canadian Chamber Of Commerce Jun 2019 - Aug 2019EcI served as a part-time analyst in Ecuador for a member firm of the ECCC. I was tasked with evaluating sustainable mining practices in Ecuador and successfully implement change in the Ecuadorian mining laws. The majority of these tasks required me to speak and read in Spanish.My contributions included:- Researched and assessed sustainable mining practices in Ecuador.- Instrumental in providing valuable feedback for implementing change in Ecuadorian mining laws. -
It Data AnalystDimensional Fund Advisors Jan 2018 - Jul 2018Austin, Tx, UsCommunication was key in this position as I worked with multiple departments on key business initiatives. I served as lead intwo projects and provided positive outcomes for both while adhering to company policies and procedures.My accomplishments included:- Collaborated with multiple departments including Analytics, IT, Portfolio Management to ensure key business initiativeswere achieved.- Utilized exceptional communication and SQL skills to ensure positive project outcomes.- Led two projects simultaneously involving encumbered securities and securities lending. -
Portfolio Management AnalystDimensional Fund Advisors Aug 2016 - Dec 2017Austin, Tx, UsI utilized my extensive experience in data analytics to identify market and industry trends that would lead optimize portfolio performance. As a part of my responsibilities, I was tasked with training a new Analyst team in the Australian office during a 6-month rotation.A few achievements were:- Assisted Portfolio Management with acquisition and sale of equity securities for mutual fund accounts.- Performed analysis of financial information, identified market/industry trends resulting in optimized portfolio performance- Tasked with training new Analyst team in Australia office. -
Pension Team InternFarmers Insurance Jun 2015 - Aug 2015Woodland Hills, Ca, UsIn this position, I used project management skills to research key areas of opportunity within the Pension Department and Defined Contribution plan. Deliverables of my work included a presentation to senior analysts and management. This internship exposed me to several areas of Corporate Investment Management through participating in quarterly portfolio reviews and also Investment Committee meetings. -
Finance InternProfessional Investment Advisory Services Pte Ltd Jun 2014 - Aug 2014Singapore, Singapore, SgMy primary responsibility was to conduct investment research for high net worth individuals within the company's clientele network. Some of the required skills for this position include - a strong analytical background, an understanding of portfolio theory and the desire to enhance my knowledge about the financial services industry. -
Co-Op Bureau AnalystGreat American Insurance Jan 2013 - Dec 2013Cincinnati, Oh, UsReport personal line data to various insurance rating bureausPerform analytical research on a fluctuating basisWork as a member of a team to achieve reporting goals -
Student WorkerUniversity Of Cincinnati - Career Development Center Sep 2011 - Dec 2012Cincinnati, Ohio, UsAssist with projects for the staff of the officeHelp prepare for career fairs at the UniversitySchedule appointments and answer phone calls at the front desk
Jacob (Jr) Vance Education Details
-
University Of CincinnatiInsurance & Risk Management And International Finance -
Andean Global StudiesSpanish Language And Literature -
Washington Senior High
Frequently Asked Questions about Jacob (Jr) Vance
What company does Jacob (Jr) Vance work for?
Jacob (Jr) Vance works for Liveops, Inc.
What is Jacob (Jr) Vance's role at the current company?
Jacob (Jr) Vance's current role is Business Analytics Manager.
What schools did Jacob (Jr) Vance attend?
Jacob (Jr) Vance attended University Of Cincinnati, Andean Global Studies, Washington Senior High.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial