Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Jackson Lange

Overland Park

Summary

Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.

Overview

8
8
years of professional experience

Work History

Client Service Administrator - Institutional Banking (Alternative Investments)

UMB Bank
10.2023 - 10.2024
  • Processing trades, wires, and money movements for a multitude of Capital Management, University Endowment, and Private Equity firms.


  • Utilizing advanced Excel skills to accurately track & report institutional custody transactions.


  • Partnering with internal teams to resolve client requests with the highest level of customer service.

National Account Manager

Shamrock Trading Corporation
05.2020 - 12.2022


  • Fostered customer relationships from first contact to daily operations. (EX: Fortune 300 organization posed an $8 million contract in my first 6 months of selling.)


  • Served as leadership for a group of sales representatives while ensuring KPI and other supplier scorecards were met.


  • Coordinated some of the largest construction projects in the United States during 2021 & 2022. Projects include SOFI Stadium, Madison Square Garden Sphere, and a multitude of other US Highway projects.


Senior Sales Representative

Shamrock Trading Corporation
05.2020 - 12.2022
  • Developed a B2B sales pipeline with a realized value of over $10 million in just 1 year.


  • Managed high volume network clients internally and externally while performing a wide variety of supply chain duties.


  • Organized and priced RFP activities for client solicitation and retention.

Sales Representative (2019 Internship Graduate)

Shamrock Trading Corporation
05.2019 - 12.2022
  • Overcame objections with strict business acumen & persuasive communication skills.


  • Curated complex pricing strategies to outbid industry competition.


  • Played a crucial role in conflict management / problem-resolution scenarios within the logistics sector.

Corporate Trainer

KU Endowment
08.2017 - 05.2020
  • Employed a new training campaign for new student fundraisers entering the Endowment.


  • Reported training progress to supervisors and senior management within the Endowment.


  • Approved new transactions with confidential financial information from university Alumni.

Student Fundraiser

KU Endowment
08.2016 - 08.2017
  • Strengthened client relationship management skills through cold calling of KU Alumni.


  • Garnished thousands in Alumni donations in just one short year.

Education

Bachelor of Science - Business

University of Kansas
Lawrence
05-2020

Skills

  • Customer Relationship Management
  • Advanced Communication
  • Client Facing
  • MS Office Proficient
  • Analytical Skills
  • Strong Organization
  • Financial Acumen
  • Leadership Abilities

Timeline

Client Service Administrator - Institutional Banking (Alternative Investments)

UMB Bank
10.2023 - 10.2024

Senior Sales Representative

Shamrock Trading Corporation
05.2020 - 12.2022

National Account Manager

Shamrock Trading Corporation
05.2020 - 12.2022

Sales Representative (2019 Internship Graduate)

Shamrock Trading Corporation
05.2019 - 12.2022

Corporate Trainer

KU Endowment
08.2017 - 05.2020

Student Fundraiser

KU Endowment
08.2016 - 08.2017

Bachelor of Science - Business

University of Kansas
Jackson Lange