Jonathan Poortinga

**** ******** ***,

Downers Grove, Illinois 60515

630-***-****

adjm2j@r.postjobfree.com

Education

Trinity Christian College, Palos Heights

Marketing Major 2020

Extracurriculars: Men’s Volleyball Team - Captain Junior and Senior year Experience

July 2020 - Present

Merrill Edge

Financial Service Representative

● Still finishing training. But primary duty is Customer Service over the phone. Assisting clients with simple questions about their accounts to transfers of funds.

● Requires lots of multi tasking and being able to clearly communicate over the phone, and in skype group chats and such while having customers on the line.

● Also passed SIE, and in line to study for Series 7 & 66. November 2018 - April 2020

OFM Wealth, Orland Park

Intern

● Primary duties entailed running a multitude of internal financial reports for advisors and president.

● Prepared and created booklets and presentations for our clients annual meetings.

● Working primarily in Excel, Morningstar and our CRM Database(Redtail). Thus extremely proficient in these programs.

● In charge of transcribing the weekly Newsletter from online format into physical copies. February 2016 - December 2018

Performance Bike, Lombard

Sales Associate/Key Holder

● Worked on the sales floor and in the shop. But primarily spent my time dealing with customers in assisting them with product questions and decisions.

● Assisted customers frequently over the phone, things like ensuring the correct product choices and helping customers solve problems.

● Maintained the cleanliness and organization of the store front throughout the day and once the store closed.

2

May 2015 - September 2015, May 2018 - August 2018

FedEx, Carol Stream

Package Handler

● Loaded the delivery trucks before they went out each morning in a manner specific to each individual driver.

● Fast paced environment didn’t allow room for error.

● Working under pressure; I was working off a conveyor belt and loading multiple trucks at once.

● By the end of my time there I was loading an entire section by myself, eight trucks. The expectation being generally only two to three trucks. May 2009 - September 2014

Butterfield Country Club, Oak Brook

Caddy

● Carried members' golf bags for the duration of the round, assisting members in how to play the course most efficiently

● Helped in the training of new caddies.

● Required being able to read people and situations very well. Such as, knowing when to speak and when not to, and what topics of conversation to continue with and what to drop. Other Relevant Experience

● As a Marketing Major, I’ve been taking classes that have made me proficient in working in Excel. Also have had a lot of experience working as a team in a professional manner, through all of the group projects I’ve had.

● Senior year I was able to take a class where I used Capsim. This taught me a lot about how much weight decisions have in the long run. It also taught me a lot about forecasting.

● I was also able to take a Personal Selling class where we were practicing outside sales strategies. This gave me a lot more selling experience on top of the selling experience I gained over my years at Performance Bike. In the class we helped a company started by students at my school, this particular class gave me lots of experience in B2B sales.

● I’ve played Volleyball for 9 years now, so I’m very used to working in a team setting. I was a captain my junior year of college, which taught me a lot about bringing people together to accomplish a specific goal. It also taught me a considerable amount about leadership.