Jack Wetherholt
Newport Beach,CA
Summary
Seeking hands on experience in private wealth management, focusing on portfolio management, financial analysis, and client relationship development. Committed to deepening my knowledge of wealth advisory practices and daily operations. Proven ability to analyze financial data and support client needs effectively.
Overview
4
4
years of professional experience
Work History
Property Assistant
Wetherholt Property Group (WPG)
Newport Beach, USA
08.2022 - Current
- Facilitated tenant communication regarding leases and financial documentation.
- Coordinated property inspections and maintenance to ensure compliance with safety standards.
- Assisted in locating profit and loss statements for financial analysis.
- Assisted in maintaining asset value and financial decision making
Food Runner
Hyatt Regency
Newport Beach, USA
05.2025 - 08.2025
- Handled cash/credit transactions and balanced registers accurately at close.
- Delivered orders quickly and accurately, enhancing guest experience in high volume hospitality environment.
- Collaborated with servers and kitchen staff to ensure timely service and uphold guest satisfaction.
- Managed multiple priorities during peak hours, contributing to effective teamwork.
Education
Bachelor of Science - Business Administration
Auburn University
Auburn, AL05-2028
Skills
- Property management
- Accounting principles
- Customer relationship management
- Data entry and interpretation
- Analytical thinking
- Investment strategies
- Microsoft Excel
- Financial analysis
Leadership Experience
- Miracle league - Volunteer as a buddie to help people with disabilities play baseball in the miracle league.
- Pi Kappa Phi Fraternity, Auburn, AL - Engage in community service and philanthropy with chapter members, Participated in professional development and networking activities.
Timeline
Food Runner
Hyatt Regency
05.2025 - 08.2025
Property Assistant
Wetherholt Property Group (WPG)
08.2022 - Current
Bachelor of Science - Business Administration
Auburn University