Jacob Kaplan
Triune Financial Partners
Kansas City,MO
7
years of professional experience
Reliable, detail-oriented investment portfolio trader with strong analytical skills and attention to detail. Demonstrated success in optimizing and streamlining trading processes, aimed at improving efficiency and minimizing costs. Proven ability to create and provide scheduled account reports both scheduled and on-advisor demand.
Work History
Portfolio Trader
5 Years 3 Months- Coordinated and processed daily trade requests from various advisors through Orion Eclipse and Salesforce.
- Compiled and analyzed periodic Excel reports, providing advisors with insights to manage portfolio allocations and execute necessary trades.
- Analyzed and improved trading processes, resulting in increased efficiency and lower trading costs.
Sales Intern
2 Months- Called prospects to set and attend prospect visits alongside account executives in various industries in order to learn about their staffing needs.
- Developed relationships with a diversified and large client base in the contract/consulting/staffing and direct hire business.
- Collaborated with team to understand specific position requirements, job, responsibilities and execute sourcing strategies to identify top talent for clients.
- Met defined performance goals, which included activity goals and new business development expectations.
Financial Representative Intern
7 Months- Developed targeted lists of potential clients to facilitate meetings.
- Collaborated with experienced Financial Advisors to cultivate professional relationships with clients, identifying their financial needs and goals to assist in developing a stable financial future.
- Developed leads through networking and referrals from meetings.
Education
Bachelor of Science - Finance
Skills
Trading operations
Excel analysis
Attention to detail
Time management
Team collaboration
Reliability
Timeline
Portfolio Trader
Triune Financial Partners
05.2021 - CurrentRead More
Sales Intern
Allied Global Services
05.2020 - 07.2020Read More
Financial Representative Intern
Northwestern Mutual
05.2019 - 12.2019Read More
Pittsburg State University
Bachelor of Science from Finance
Read More