JACK SCHUBERT
Sussex,WI
Summary
Financial services professional with experience supporting advisors, managing client relationships, and executing operational tasks within a respected brokerage firm. Strong background in digital marketing and eight years of entrepreneurial business ownership. Skilled in Salesforce, Thomson One, LSEGT1, and financial documentation workflows. Known for accuracy, professionalism, and a client-first mindset.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Service Associate
Stifel Investment Services
Waukesha, WI
10.2024 - Current
- Support a team of Financial Advisors by managing daily client service operations and maintaining an organized book of business through Salesforce.
- Facilitate ACH transfers, trade requests, beneficiary updates, annuity servicing, and account transfer paperwork.
- Serve as the primary point of contact for clients by handling calls, emails, and service requests.
- Coordinate and schedule client-advisor meetings and manage in-office logistics.
Owner
J.S. Thrift
Sussex, WI
01.2016 - Current
- Source, curate, and resell vintage clothing and antiques.
- Develop and execute marketing strategies using Instagram, Google Advertisement Platform, and analytics tools.
- Oversee shipping, fulfillment, and customer service.
- Analyzed sales data to identify trends, informing strategic purchasing decisions for inventory management.
Marketing Associate
Lessiter Media
Brookfield, WI
03.2024 - 10.2024
- Structured and executed digital marketing campaigns across multiple platforms.
- Created targeted social media advertisements and managed content strategies.
- Coordinated large-scale industry events including sponsor acquisition and logistics.
- Analyzed campaign performance data to identify areas for improvement and optimize future efforts.
Education
BBA - Marketing Management And Research
University of Wisconsin-Milwaukee
Milwaukee, WISkills
- Microsoft Suite
- Adobe Platform
- Salesforce
- Thomson One
- LSEG T1
- iCapital
- Annuity Servicing Platforms
Accomplishments
Honors Society UWM Graduate
Certification
- SIE
- Microsoft Advertising Certification
- Meta Advertising Certification
Timeline
Client Service Associate
Stifel Investment Services
10.2024 - Current
Marketing Associate
Lessiter Media
03.2024 - 10.2024
Owner
J.S. Thrift
01.2016 - Current
BBA - Marketing Management And Research
University of Wisconsin-Milwaukee