Jackson O'Brien
Manasquan,USA
Summary
Recent college graduate with a strong foundation in finance, entrepreneurship, and client relations, eager to launch a career as a Financial Advisor with New York Life. Known for integrity, empathy, and a strong work ethic, I am passionate about helping individuals and families plan for a secure financial future. Drawn to New York Life’s mission of serving clients with humanity and trust, and inspired by its core values of integrity, mutuality, and financial strength. Ready to grow within a supportive environment that values mentorship, professional development, and building lasting, meaningful client relationships.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Golf Caddie
Manasquan River Golf Club
Manasquan, NJ
07.2016 - Current
- Communicated proactively to resolve disputes or handle complaints
- Built client-like relationships with members
REAL ESTATE ASSISTANT
Keller Williams
06.2021 - 05.2025
- Manage Contact Management System, inputting new client information, Managing existing contacts
- Assist with social media posts and campaigns
- Learned about client prospecting
Business Development Intern
Disperse
06.2023 - 08.2023
- Cleanse and Analyze project data
- Worked on projects in a team setting
Real Estate Intern
Weichert Realtors
Spring Lake, NJ
12.2019 - 08.2020
- Shadowed Realtor on appointments and office meetings, and Managed sign installations
- Assisted in open houses, managing buyer sign in procedures, and Manasquan contact management systems
Education
Management - Entrepreneurship Innovation Technology
Virginia Tech
Blacksburg, VA05.2024
High School Diploma -
Manasquan High School
Manasquan, NJ06.2020
Skills
- Communication
- Spreadsheet management
- Troubleshooting
- Reliable and trustworthy
- Proficient in Microsoft Excel
- Networking skills
- Social media marketing
Certification
- New Jersey Life Producer
- New Jersey Health and Accident Producer
Timeline
Business Development Intern
Disperse
06.2023 - 08.2023
REAL ESTATE ASSISTANT
Keller Williams
06.2021 - 05.2025
Real Estate Intern
Weichert Realtors
12.2019 - 08.2020
Golf Caddie
Manasquan River Golf Club
07.2016 - Current
Management - Entrepreneurship Innovation Technology
Virginia Tech
High School Diploma -
Manasquan High School