Jacob Champoux
Lynnwood,WA
Summary
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Private Wealth Advisor
Prince Financial Services
11.2023 - 07.2025
- Optimized asset allocation across multiple accounts for enhanced performance while adhering to each client''s unique risk profile.
- Strengthened the firm''s reputation by consistently delivering high-quality wealth advisory services that exceeded expectations.
- Effectively communicated complex financial concepts to clients, ensuring understanding and confidence in their financial plans.
- Built and maintained long-term relationships with clients, resulting in a high client retention rate.
- Promoted tax-efficient investing strategies among clientele which contributed towards increased after-tax returns.
Licensed Branch Manager
KeyBank National Association
03.2021 - 11.2023
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Specialized working with small businesses, designing solutions to improve cash flow, reduce expenses, and assist with retirement planning.
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Personal Banker to Licensed Relationship Manager
KeyBank National Association
07.2017 - 03.2021
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Consistently exceeded quarterly and yearly targets earning multiple Ultra High Performers Awards.
Bank Teller
KeyBank National Association
09.2016 - 07.2017
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on use of banking website and mobile apps.
Education
Bachelor of Science - Psychology With Business Administration Minor
Lewis-Clark State College
Lewiston, ID05.2015
Associate of Arts -
North Seattle Community College
Seattle, WA06.2011
Skills
- Client relationship development
- Business Development & accounting assistance
- Cash flow analysis
- Retirement planning
- Financial statement analysis
- Preparing budgets
- MS office suite
Certification
Series 7, SIE, Series 6, Series 63, Life, Disability, Variable Life & Variable Annuity
Timeline
Associate Private Wealth Advisor
Prince Financial Services
11.2023 - 07.2025
Licensed Branch Manager
KeyBank National Association
03.2021 - 11.2023
Personal Banker to Licensed Relationship Manager
KeyBank National Association
07.2017 - 03.2021
Bank Teller
KeyBank National Association
09.2016 - 07.2017
Bachelor of Science - Psychology With Business Administration Minor
Lewis-Clark State College
Associate of Arts -
North Seattle Community College