Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Jackson Roskow

Lakewood,OH

Summary

Current Financial Representative with experience educating individuals and families on retirement, insurance, and investment strategies. Strong interpersonal communicator with a passion for the finance sector.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Representative

Lifetime Financial Growth
06.2024 - Current
  • Advise individuals, families, and business owners on long-term financial strategies tailored to their goals
  • Conduct comprehensive financial analyses to identify needs in retirement, risk management, investments, and estate planning
  • Generate new client opportunities through cold outreach, networking, and client referrals
  • Collaborate with internal specialists to implement financial plans aligned with client objectives

Golf Caddie

Canterbury Country Club
05.2023 - 09.2023
  • Delivered exceptional service to members by fulfilling requests on and off the course
  • Worked in teams with other caddies to provide a high-end, consistent experience for amateur and professional golfers

Education

B.B.A. - Finance

Kent State University
Kent, OH
05.2024

Skills

  • Financial Planning & Analysis
  • Microsoft Office
  • Client Relationship Management
  • CRM Software (SmartOffice)
  • Relationship building

Affiliations

  • Phi Delta Theta Fraternity
  • Participated in philanthropic events and campus leadership initiatives

Certification

Ohio Life and Health Insurance License

Securities Industry Essentials License

Timeline

Financial Representative

Lifetime Financial Growth
06.2024 - Current

Golf Caddie

Canterbury Country Club
05.2023 - 09.2023

B.B.A. - Finance

Kent State University

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