Financial Analyst

Jack E. Tagget

************@*****.*** 989-***-**** Indianapolis, IN

Education

Kalamazoo College; Kalamazoo, Michigan September 2016 – June 2020 Bachelor of Arts in Business, Cum Laude

Cumulative GPA: 3.62

ACM Chicago Program; Chicago, Illinois August 2018 – December 2018 Concentrations: Small Business Entrepreneurship and Venture Capital Financing Cumulative GPA: 4.0

Awards and Achievements

Kalamazoo College Honor Roll and MIAA Student-Athlete Honor Roll Fall 2016 – Spring 2020 Lux Esto Merit Scholarship Recipient – Kalamazoo College Chi Alpha Sigma – National College Athlete Fraternal Society Honoree Experience

PNC Bank

Treasury Analyst – Rotational Corporate Development Program; Indianapolis, IN August 2020 - Present

- Start date of August 2020

Saginaw Bay Underwriters Insurance

Business Systems Analyst Intern; Saginaw, MI June 2019 – December 2019

- Played an integral role in the day-to-day functions of an agency in the top 2.5% of all independents across the country by maintaining agency databases and client relationships for a base of nearly 10,000 policyholders

- Assisted in mission-critical analytical projects and strategic planning for executive management team

- Highly focused on data analytics using Pivot Tables and other measurement metrics to generate technical analyses

- Used agency software systems that included both CRM and ERP to complete tasks and projects

- Performed agency billing and accounting activities in accordance with GAAP Lincoln Financial Group

The Next Level Planning Group

Head Financial Planning Intern; Chicago, IL August 2018 – December 2018

- Assisted financial planning team with the creation and analysis of financial models and financial plans

- Gathered and prepared individual data for financial plan review with clients

- Conducted research regarding financial products, financial planning strategies, and investment opportunities

- Passionately served clients by setting and delivering actionable goals to satisfy individual client needs Activities and Volunteer Work

Edison Elementary After-School Program Volunteer

Edison Environmental Science Academy, Kalamazoo, MI January 2018 – March 2020 Men’s Varsity Baseball

Kalamazoo College Men’s Baseball – Team Captain 2019-2020 September 2016 – June 2020 Publications and Projects

Senior Research Thesis

Kalamazoo College March 2019 – February 2020

“Debt and The Millennial Generation: An Analysis of Accumulation, Finance, and Impact”

- A publication incorporating advanced data analysis, expansive consumer information, and independent research exploring debt accumulation, financial flexibility and impact through a Millennial lens Skills and Interests

Skills: Developing skills in Financial Modeling and Analysis Interests: Fly fishing, Golf, Michigan football, and Reading professional-development books

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