Summary
Overview
Work History
Education
Skills
Coursework
Timeline
Generic

Jackson Chew

Foster City,CA

Summary

Dynamic Financial Advisor with a proven track record at New York Life, excelling in quantitative analysis and problem-solving. Successfully built a robust client pipeline, enhancing wealth management strategies and driving long-term growth. Passionate about delivering tailored financial solutions that foster strong client relationships and achieve outstanding results.

Overview

5
5
years of professional experience

Work History

Financial Advisor

New York Life
San Mateo, CA
06.2025 - Current
  • Conduct personalized, one-on-one financial consultations to assess client goals, analyze current financial situations, and create comprehensive, tailored strategies for wealth management, risk mitigation, and long-term financial growth.
  • Build and actively manage a robust client pipeline by leveraging networking, referrals, community engagement, and targeted outreach, consistently expanding business opportunities and client reach.
  • Strengthen and maintain long-term client relationships through proactive portfolio reviews, performance reporting, and strategic guidance, ensuring clients remain on track to achieve both short- and long-term financial objectives.

Wells Fargo Advisor

Wells Fargo
San Francisco, CA
06.2022 - 10.2024
  • Generated new business by making 50+ daily cold calls to prospects, utilizing personalized pitches that resulted in substantial assets under management for the firm.
  • Collaborated with financial professionals to identify client needs and cross-sell appropriate financial products, driving increased sales and expanding client portfolios.
  • Cultivated strong relationships with clients by delivering tailored financial advice on products such as mutual funds, stocks, and insurance, resulting in enhanced customer retention and satisfaction.
  • Leveraged alumni and fraternity networks to expand referral pipelines, consistently converting leads into high-value clients, demonstrating strong prospecting and lead conversion skills.

Business Sales Analyst

Lombard Auto Body Shop
San Francisco, CA
07.2020 - 05.2022
  • Drove 18% sales growth by leading a targeted 12-month social media campaign that boosted customer engagement, Yelp ratings, and overall revenue.
  • Led the development of data-driven sales strategies by analyzing market trends, enabling the business to capitalize on key growth opportunities and increase profitability.
  • Optimized inventory management processes, ensuring product availability and improving customer satisfaction, which directly contributed to increased sales and repeat business.
  • Delivered actionable financial insights to business owners, leading to decisions that reduced costs and optimized sales performance, driving long-term revenue growth.

Education

Bachelor of Science - Managerial Economics

University of California, Davis
06.2024

Skills

  • Project management
  • Data analysis
  • Quantitative and qualitative analysis
  • Requirements gathering
  • Problem solving
  • Microsoft Office Suite and Google Workspace
  • RStudio and Adobe InDesign
  • Canva

Coursework

  • Entrepreneurship
  • Business Law
  • Inter Managerial Accounting
  • Aggregate Marketing Plan
  • Applied Statistics
  • Principles of Macro / Microeconomics
  • Interpersonal Communication Competence
  • Business Writing

Timeline

Financial Advisor

New York Life
06.2025 - Current

Wells Fargo Advisor

Wells Fargo
06.2022 - 10.2024

Business Sales Analyst

Lombard Auto Body Shop
07.2020 - 05.2022

Bachelor of Science - Managerial Economics

University of California, Davis

Similar Profiles

CREATE PROFILE