Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
References
Timeline
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Jaaz Aniah Pottinger (Jazz)

New York,New York

Summary

Dynamic self starter with 5+ years in financial services. Aspiring economist and outdoorsman interested in socioeconomics and sustainable finance models products. Market research and consumer sentiment is my forte. Committed to creating investment products that are profitable, accessible and best serve the values of our community.

Overview

2025
2025
years of professional experience
1
1
Certification

Work History

Math Tutor

Joel 2 tutoring
West Palm Beach(remote), FL
01.2024 - Current
  • Instructed students on proper techniques for solving problems in mathematics, improving pass rates by 30%.
  • Create a fun learning environment for my middle schoolers, increasing engagement online and in class.
  • Build relationships with parents to review progress and at-home responsibilities.

Financial Associate

Natural Mystic Retreat Center
Palm Beach, FL
10.2022 - 12.2023
  • Streamlined compliance oversight for financial reports, ensuring regulatory alignment, and enhancing organizational transparency.

• Assisted with tax preparation strategies, optimizing reporting processes, and saving the foundation an estimated $25,000 annually in accounting fees.

  • Increased business credit portfolio by $50,000 with rates as low as 4%.

Audit Intern

Cherry Bekaert
Miami, FL
06.2022 - 07.2022
  • Led an audit review of multiple financial accounts, identifying discrepancies and improving compliance standards, which enhanced reporting accuracy and reduced errors by 15%.
  • Streamlined collaboration using Microsoft Teams and Excel, improving team communication workflows, and reducing audit turnaround time by 20%.

• Assisted in the implementation of new auditing procedures, contributing to a reduction in operational risk across key accounts.

Wealth Management Intern

Morgan Stanley
Miami, FL
  • Developed and presented market research reports that influenced strategic decisions across five or more high-priority cases, contributing to increased deal closure rates and market penetration.

• Restructured client portfolios in response to market fluctuations, increasing client satisfaction rates by 25%, and boosting portfolio performance.

• Designed financial plans for over 10 high-net-worth clients, optimizing asset allocations and increasing revenue opportunities by 18%.

• Improved cross-department collaboration by optimizing internal scheduling workflows, reducing meeting delays by 30%.

Education

BBA - Accounting And Finance

Florida International University
Miami
12-2023

Skills

  • Customer service & Client relations
  • Financial literacy/ audit and tax
  • Market research, sustainability, and analysis
  • Microsoft office suite(excel, BI, outlook, teams)
  • Project management & Cross- functional Collaboration
  • Ability to work independently and collaboratively
  • CPR/First aid
  • Wealth management
  • Interpersonal communication and presentation
  • Food and wine
  • Pianist
  • Strong Swimmer/SCUBA

Certification

  • CPR/first aid
  • CFA investment foundations certificate

Accomplishments

  • Honors college Florida International University

References

References available upon request.

Timeline

Math Tutor

Joel 2 tutoring
01.2024 - Current

Financial Associate

Natural Mystic Retreat Center
10.2022 - 12.2023

Audit Intern

Cherry Bekaert
06.2022 - 07.2022

Wealth Management Intern

Morgan Stanley

BBA - Accounting And Finance

Florida International University
Jaaz Aniah Pottinger (Jazz)