Jack McCarroll
Bloomington,IL
Summary
Hardworking employee with customer service, dynamic decision-making, and issue resolution skills. Devoted to giving every customer a positive and memorable experience.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Advisor Services Enhanced Specialist
Charles Schwab
Dallas, TX
11.2021 - 02.2025
- Assisted clients in understanding complex financial concepts and instruments.
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
- Processed transactions quickly and accurately in accordance with established procedures.
- Worked collaboratively with other departments to provide comprehensive solutions for clients.
- Collaborated with team members to develop and implement innovative financial solutions.
Logistics Account Executive
Total Quality Logistics Inc.
Dallas, TX
08.2021 - 11.2022
- Made calls to establish relationships and build my book of business from the ground up
- Sold and closed new and existing customers to move their freight
- Negotiated prices with shippers and carriers
- Managed daily shipments and resolved issues to ensure pickup and delivery is on time, 24/7/365
- Built strong, professional relationships through identification of client needs, which increased overall sales and opportunities
Finance Intern
Purple Martin Financial LLC
Bloomington, IL
05.2020 - 07.2021
- Analyzed and allocated clients’ investment portfolios
- Analyzed investment opportunities and market trends
- Created and explained spreadsheets comparing 2020 health plans with options for 2021
- Reviewed criteria for different aid programs to determine eligibility for various applicants
- Created "what-if" workflows in Redtail Technology
Server
Mandarin Garden House
Normal, IL
05.2018 - 03.2020
- Delivered high level of service and support to each customer, paving way for future business opportunities
- Worked as part of a diligent team to provide quality service for customers
- Trained and evaluated 3 new employees in one year
High School Intern
Axel Jimenez State Farm Agency
Normal, IL
09.2016 - 08.2017
- Contacted private individuals or businesses by telephone to solicit sales
- Set up new accounts and listed personal, demographic and payment information in the system
- Answered phone inquiries regarding insurance billing and payment methods
- Oversaw late payments and cancellations of insurance policies
Education
Bachelor of Science - Finance
Illinois State University
Normal, IL05.2021
Bachelor of Science - Accounting
University of Mississippi
Oxford, MSSkills
- Attained Wall Street Prep Excel Crash Course Certification
- Efficient with QuickBooks
- Microsoft PowerPoint
- Microsoft Word
- Redtail CRM
Certification
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
Affiliations
National Phi Gamma Delta Fraternity
- Community Service Chairman
- Insured that 100+ members are meeting volunteer requirements
- Coordinated a Halloween Haunted House with the Boys and Girls Club of Bloomington-Normal
- Formerly active on the Treasurer's board
- Assisted with budgeting for community service and philanthropy events
- Helped create payment plans for fraternity dues
Volunteer Experience
- Patient escort at Advocate BroMenn Medical Center
- Prepared and served meals at Salvation Army Safe Harbor
- Teen Club at Boys & Girls Club of Bloomington-Normal
- American Red Cross - Sound the Alarm
Timeline
Advisor Services Enhanced Specialist
Charles Schwab
11.2021 - 02.2025
Logistics Account Executive
Total Quality Logistics Inc.
08.2021 - 11.2022
Finance Intern
Purple Martin Financial LLC
05.2020 - 07.2021
Server
Mandarin Garden House
05.2018 - 03.2020
High School Intern
Axel Jimenez State Farm Agency
09.2016 - 08.2017
Bachelor of Science - Finance
Illinois State University
Bachelor of Science - Accounting
University of Mississippi
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