Jack Stannard
Los Gatos,CA
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
5
5
years of professional experience
Work History
Business Development Representative
Stansberry Asset Management
Dallas, TX
07.2023 - 01.2024
- Leveraged the companies base of leads to build relationships with prospective clients and convey our message to high net-worth individuals
- Directly contributed to over $20 Million in new AUM
- Assisted in the improvement of our tactical business development strategy
Finance Intern
Stansberry Asset Management
San Mateo
06.2022 - 07.2023
- Aided the business development team in speaking with potential high-net worth clients
- Learned how to successfully communicate portfolio management to prospective clients
- Translated my studies in finance into real world experience
Host, Server, and Busser
Enoteca La Storia
06.2021 - 05.2022
- Key floor member of a wine bar and restaurant
- Contributed to sustaining the flow, cleanliness, and operations of a fine-dining restaurant.
Contracting Assistant
Krause Construction Companies
01.2019 - 01.2020
- Learned the basics of various trades in order to assist on numerous construction contracting jobs/sites.
Summer Maintenance Crew Leader
Harford County Public Schools
Bel Air, MD
06.2019 - 08.2019
- Managed a crew in order to complete maintenance jobs for the county in an efficient timeframe
- Worked on a summer team to repaint various public schools for the upcoming school year
- Gained independent working skills and guided and mentored less experienced team members.
Education
Bachelor of Science - Finance
Santa Clara University
Santa Clara, CA06-2023
The John Carroll School
Bel Air, MD06-2019
Skills
- Sales Strategy
- Relationship Building
Timeline
Business Development Representative
Stansberry Asset Management
07.2023 - 01.2024
Finance Intern
Stansberry Asset Management
06.2022 - 07.2023
Host, Server, and Busser
Enoteca La Storia
06.2021 - 05.2022
Summer Maintenance Crew Leader
Harford County Public Schools
06.2019 - 08.2019
Contracting Assistant
Krause Construction Companies
01.2019 - 01.2020
Bachelor of Science - Finance
Santa Clara University
The John Carroll School
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