Open To Work
Jack Howard
New York,NY
Summary
Dynamic financial professional with a proven track record at UBS, generating over $1.7MM in managed assets. Expert in client relationship management and sales optimization, achieving top performance metrics. Adept at data interpretation and team collaboration, driving significant revenue growth and enhancing client satisfaction through strategic initiatives.
Overview
3
3
years of professional experience
Work History
Financial Advisor Associate
UBS
New York, USA
07.2025 - Current
- Generated over $1.7MM in managed assets and net new money within first month, ranking 1st among 60 associates.
- Referred 49 qualified opportunities to Financial Advisors, contributing over $9MM in AUM, ranking 1st among 60 associates
- Achieved top performance by ranking 1st in 4 out of 5 metrics.
- Converted 83% of pitched leads into scheduled advisor meetings, significantly exceeding average of 10%.
- Collaborated with senior advisors to facilitate deal closures from initial conversation through final agreement.
Co-Founder
King Street Charters LLC
Charleston, USA
09.2024 - 05.2025
- Co-founded and grew a boat charter business by sourcing, pitching, and closing private charter bookings
- Drove revenue through client outreach, pricing strategy, and add-on experiences
- Transformed the business from break-even operations to sustained profitability through disciplined pricing, client acquisition, and cost management
Operations Intern
Boeing
Charleston, USA
09.2023 - 12.2023
- Collaborated with the hospitality management team to track budgets and identify cost-saving opportunities
- Played a key role in advancing sustainability initiatives, achieving an 81% improvement while assessing financial implications
- Managed annual inventory audits, ensuring accuracy in asset valuation and compliance with financial reporting requirements
Finance Intern
Travelers Insurance
Hartford, USA
12.2022 - 03.2023
- Worked alongside the Vice President of Hospitality to analyze budget allocations and financial performance metrics
- Streamlined operational workflows and monitored financial efficiency in dining services across multiple locations
- Analyzed data from site-wide mobile app marketing efforts to increase onsite traffic and measure return on investment
- Collected and evaluated customer feedback trends and support data-driven decisions for improving satisfaction and operational outcomes for the business
Education
Bachelor of Science - Finance, Political Science, Business Administration
COLLEGE OF CHARLESTON
Charleston, SC05.2025
Skills
- Data interpretation
- Client relationship management
- Client management
- Team collaboration
- Sales pipeline management
- Goal oriented
- Interpersonal and client communications
- Customer service
- Sales optimization
- Meeting deadlines
- Feedback implementation
- Sales development
- Contact follow-up
Activities
- Sailing Team at College of Charleston, Charleston, SC, Skipper, 09/01/20, 05/01/24, Starter on Division I College of Charleston sailing team, National Champions in 2020, Led additional weekend practice sessions for younger sailing team members, fostering skill development and team cohesion
- Teachers Assistant, Charleston, SC, Sailing Assistant, 09/01/24, 05/01/25, Collaborated with instructor to teach lessons, oversee class operations, and support student success, Fostered a collaborative learning environment, mentored students, created and taught lesson plans
Timeline
Financial Advisor Associate
UBS
07.2025 - Current
Co-Founder
King Street Charters LLC
09.2024 - 05.2025
Operations Intern
Boeing
09.2023 - 12.2023
Finance Intern
Travelers Insurance
12.2022 - 03.2023
Bachelor of Science - Finance, Political Science, Business Administration
COLLEGE OF CHARLESTON