Overview
Work History
Education
Skills
Timeline
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Jacob Brown

Jacob Brown

Dallas,TX

Overview

14
14
years of professional experience

Work History

Financial Analyst

Goldman Sachs Ayco
07.2024 - Current
  • Provide holistic financial planning for ultra-high-net-worth clients, including estate and tax planning, investment allocation, tax filing, and comprehensive wealth management.
  • Collaborate with advisors managing assets under management of $600 million, delivering tailored financial strategies to meet client goals.
  • Actively participate in client meetings, offering insights and support to enhance decision-making and client satisfaction.
  • Returning Summer Analyst in the summer of 2023

Student Driver

Baylor - OALA Transportation Services
01.2022 - 05.2024
  • Experience with the office of access and learning accommodation to assist in transporting students with permanent or temporary mobility impairments around campus.
  • Answered, scheduled, and responded to reservation calls at specific times and locations.

Teller, Marketing, Data Analyst

1st University Credit Union
01.2022 - 03.2023
  • Accurately processed cash and check deposits, withdrawals, transfers, and loan payment transactions to ensure a balanced drawer.
  • Cross-sell products offered by 1st University while providing excellent customer service..
  • Analyzed and Organized census track data to move towards a CDFI qualification through target marketing and analysis

Barista/Shift Lead/Runner

Wahfles Cafe
01.2018 - 12.2021
  • Elevated customer loyalty by using strong charisma and communicative abilities to resolve customer problems which in turn boosted customer retention and company revenue.
  • Cut down wait time substantially by utilizing a multi-barista system, and maintained customer satisfaction with an average rating of 4.6/5.0

Volunteer

Glendora Public Library
01.2011 - 12.2020
  • Accumulated over 200 hours of volunteer service over 9 years of volunteering, helping young children with summer reading program, and earned club captain position
  • Supported engaging, fun, and smooth-running events by helping with organization and planning.

Education

BBA - Finance

Baylor
Waco, TX
05-2024

Skills

  • Financial Planning Expertise
  • Certified in Microsoft Office Suite

Timeline

Financial Analyst

Goldman Sachs Ayco
07.2024 - Current

Student Driver

Baylor - OALA Transportation Services
01.2022 - 05.2024

Teller, Marketing, Data Analyst

1st University Credit Union
01.2022 - 03.2023

Barista/Shift Lead/Runner

Wahfles Cafe
01.2018 - 12.2021

Volunteer

Glendora Public Library
01.2011 - 12.2020

BBA - Finance

Baylor

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Jacob Brown