Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

JACKSON SHAW

Frisco,TX

Summary

Driven and organized professional eager to transition into the financial services sector. Skilled in fostering client trust, handling sensitive information with discretion, and supporting complex workflows. Committed to delivering high quality service and contributing to a team focused on financial growth and client success.

Overview

5
5
years of professional experience

Work History

Logistics Coordinator

Logistify
01.2025 - Current
  • International Freight Coordination (Air, Ocean, Ground).
  • Used Transportation Management Systems (TMS) to plan thousands of shipments.
  • Built and maintained strong relationships with shippers and carriers worldwide.
  • Prospected and onboarded new clients, contributing to consistent monthly revenue growth.
  • Conducted 1,000+ cold calls weekly to generate leads and drive new business opportunities.

Intern

Texas Financial Resources
05.2024 - 11.2024
  • Collaborated with multiple financial advisors offering critical support as needed.
  • Organized and maintained confidential client documents and records.
  • Developed and maintained relationships with 50+ clients.
  • Monitored investment performance and reviewed client statements.

Server

Del Frisco's Steakhouse
06.2020 - 03.2024
  • Delivered exceptional fine-dining service in a fast-paced, upscale steakhouse environment.
  • Guided guests through food and wine selections, providing detailed menu knowledge and pairing recommendations.
  • Handled guest concerns with professionalism, ensuring positive dining experiences and repeat business.

Education

B.A. - Communications

Dallas Baptist University
Dallas, TX
12.2024

Skills

  • Skills in problem solving and conflict resolution
  • Proficiency with software tools and systems
  • Sales and negotiation experience
  • Proficiency in financial software such as Excel, Bloomberg, and/or QuickBooks
  • Great understanding of financial products, markets, and investment strategies
  • Skills in client presentations, pitch decks, and portfolio reviews

Websites

Timeline

Logistics Coordinator

Logistify
01.2025 - Current

Intern

Texas Financial Resources
05.2024 - 11.2024

Server

Del Frisco's Steakhouse
06.2020 - 03.2024

B.A. - Communications

Dallas Baptist University

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