Finance Graduate
Resume:
Work History
Education
Contact
www.linkedin.com/in/jack-egger-
551138152
Skills
Jack Egger
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Financial Planner
Northwestern Mutual, San Marcos, TX
Stay closely connected with clients on a regular basis to monitor and adjust approaches with life-changes
Maintain all related licensing, compliance requirements, and training to ensure the highest level of expertise and effective use of tools and technology
Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
2022-12 -
Current
Server
Chuys, San Marcos, TX
Significantly increased guest checks by promoting appetizers, alcohol and specialty items
Skilled at anticipating, identifying and fulfilling guests needs Learned to multi-task 5 tables at once and keeping everyone fulfilled and need-free
Worked with POS system to place orders, manage bills, and handle complimentary items.
2022-01 -
Current
Marketing Intern
Atomic, Austin
Traveled throughout Austin promoting product and advertising product services
Approximately had 8 successful sales weekly
Acquired strong connections amongst business professionals and gained interpersonal communication skills
2019-03 -
2019-08
BBA: Finance
Texas State University - San Marcos, TX
2022-07
Address
San Marcos, TX 78666
Phone
adwp0x@r.postjobfree.com
Microsoft office (Excel, Word,
PowerPoint)
Excellent
LAH, LTC, and Annuities
Licensed
Excellent
Financial and Valuation Modeling
Certified
Good
Marketing/Sales
Excellent
Project management
Excellent
Client Relations
Excellent
Python
Average
Stock market understanding
Very Good
Contact this candidate