Jack Mitchell
Provo
Summary
Detail-oriented and personable Finance student with strong communication, organizational, and analytical skills. Fluent in Portuguese and experienced in client communication, data management, and team collaboration. Seeking an internship at an RIA firm to apply financial knowledge, strengthen client-service capabilities, and contribute to client relationship management and operational efficiency.
Overview
1
1
year of professional experience
Work History
Teaching Assistant
MSB 490R (Sales & Outreach Lab)
09.2025 - Current
- Mentored 6–8 students using goal-driven, sprint-based frameworks.
- Taught CRM tools, email outreach strategy, and professional communication standards.
- Organized and managed a pipeline of 7,000+ cold leads to support outreach goals.
- Provided structured feedback to help students improve clarity, professionalism, and data accuracy in client interactions.
Accounts Manager
iLabz
04.2025 - Current
- Drove revenue growth from $0 to $10,000+ through strategic outreach and client follow-up.
- Built and managed 100+ client accounts; maintained accurate records and provided consistent support.
- Developed and executed a webinar funnel to educate prospective clients and improve conversion.
- Coordinated with internal teams to ensure seamless onboarding and timely client communication.
Education
Finance (B.S.) -
Brigham Young University
Provo, UT11.2025
Skills
- Account management
- Customer service
- Client relations
- Sales development
- Account oversight
- Networking skills
Timeline
Teaching Assistant
MSB 490R (Sales & Outreach Lab)
09.2025 - Current
Accounts Manager
iLabz
04.2025 - Current
Finance (B.S.) -
Brigham Young University