Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jack H. Schaefer

Linkedin.com/in/jack-schaefer-9b6151270/

Summary

Finance major with a semester of Excel experience. Successfully managed and operated a small business. Seeking an internship opportunity to enhance my skill set and contribute to the finance industry. Recognized for resilience, hard work, persistence, and resourcefulness. Committed to making a meaningful impact in the field of finance.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Sales Associate

Tommy Bahama
Minnetonka, MN
05.2024 - Current
  • Help customers in person to make their experience enjoyable
  • Handle calls made to the store, troubleshooting customer concerns
  • Fulfill online orders

Intern

Benjamin F Edwards
Minnetonka, MN
06.2025 - 08.2025
  • Assisted in preparing client portfolios and reports for financial advisors.
  • Developed presentations to summarize findings for team meetings.
  • Conducted market research to identify trends and opportunities for investments.
  • Streamlined reporting processes, enhancing efficiency across departments.
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.

Service Advocate

Target
Minnetonka, MN
11.2021 - 08.2022
  • Worked with customers in store to help them with their returns, orders, and service needs
  • Learned valuable communication and problem solving skills
  • Handled an average of 30+ incoming calls per shift

Co-Owner and Founder

J&J Gas Service
Wayzata, MN
05.2020 - 08.2022
  • Gained experience running a small business
  • Built a client list from scratch
  • Managed company's finances and cash flow

Education

Bachelor of Science - Finance

Iowa State University
Ames, IA
05-2026

Skills

  • Customer service
  • Teamwork and collaboration
  • Time management
  • Problem-solving skills
  • Money Guide Pro
  • Excel

Certification

SIE

  • FINRA - [August 2025]

Timeline

Intern

Benjamin F Edwards
06.2025 - 08.2025

Sales Associate

Tommy Bahama
05.2024 - Current

Service Advocate

Target
11.2021 - 08.2022

Co-Owner and Founder

J&J Gas Service
05.2020 - 08.2022

Bachelor of Science - Finance

Iowa State University