Jack Egger
San Marcos,TX
Summary
I am an analytical professional with a strong background in financial modeling and risk management. Seeking a full-time position that offers professional challenges and allows me to utilize my interpersonal skills, excellent time management, and problem-solving skills.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
Work History
Financial Planner
Northwestern Mutual
San Marcos, TX
12.2022 - 05.2023
- 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.
Server
Chuys
San Marcos, TX
01.2022 - Current
- 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.
Brand Ambassador
Atomic Austin
Austin, TX
01.2019 - 12.2019
- Achieved sales goals and service targets by cultivating and securing new customer relationships
- Analyzed past sales data and team performance to develop realistic sales goals
- Established and maintained positive relationships with vendors to determine product availability and quality
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions
- Successfully hit 8 sales per week
Education
BBA - Finance
Texas State University
San Marcos, TX 12.2019 - 12.2022
Skills
Financial and Valuation Modeling
Finance
Project managementMicrosoft Excel
Stock market understanding
Analytical and Critical Thinking
Investment advice
Financial Analysis
Strategic financial planning
Additional Information
During my last semester, I enrolled in a class focused on forecasting a particular company's performance for the next five years and analyzing their financial statements comprehensively. To conduct proper financial analysis, we had help from tutors working at Wall Street Prep and became certified in Financial and Valuation Modeling. Utilizing formulas such as Gross Profit Margin, R&D% of Sales, Revolvers, Days in Inventory, and many more, we developed strategies to predict the profitability of our chosen company in the next five years.
Accomplishments
Financial and Valuation Modeling Certified through Wall Street Prep
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin
Timeline
Financial Planner
Northwestern Mutual
12.2022 - 05.2023
Server
Chuys
01.2022 - Current
BBA - Finance
Texas State University
12.2019 - 12.2022
Brand Ambassador
Atomic Austin
01.2019 - 12.2019