Jacob Peña
Tyler,TX
Summary
Analytical career-minded Finance student. Flexible, articulate communicator proficient in consumer relations and problem resolution. Dedicated and focused on achieving performance goals. Comfortable working with high net worth individuals in social and business settings.
Overview
5
5
years of professional experience
Work History
Wealth Management Intern
UBS Wealth Management
06.2023 - 08.2023
- Attended internal and external partner sessions to gain financial product knowledge.
- Assisted financial planners with research and collecting data.
- Mentored by Financial Advising Team managing over 500 million dollars
- Conducted research to gain understanding of industry culture and strategy.
- Confirmed with third party companies that trades have been completed.
- Learned how to assess clients and what works best for different clientele
Public Relations Chair
Phi Gamma Delta Fraternity
09.2021 - 03.2023
- Increased follower count and total engagement by more than 100% YTD.
- Developed campaigns to increase public awareness of fraternity and engage customers.
- Communicated with media weekly to build relationships and optimize press coverage.
- Organized giveaways to help fraternities philanthropic efforts
New Member Educator
Phi Gamma Delta Fraternity
02.2022 - 11.2022
- Managed over 100 new members
- Organized Functions and Coke Dates with Sororities on campus
Tree Service Groundsman
Whitehouse Gardens
04.2022 - 08.2022
- Mixed fertilizer with dirt to enrich soil, placed trees in holes and filled holes with dirt.
- Trimmed greenery, shrubs and hedges to maintain uniform appearance.
- Organized materials, tools and equipment to supply team members.
- Used shears, pruners and chainsaws to prune and trim hedges and shrubs.
Membership Sales Associate
Rise Rx Fitness
12.2019 - 08.2021
- Drove team revenue totals by bringing in top sales numbers.
- Helped customers navigate choices between services with support for questions such as terms, pricing and availability.
- Resolved issues efficiently and enhanced customer satisfaction ratings.
Cashier
Raising Cane's
03.2019 - 08.2019
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Helped customers complete purchases, locate items and join reward programs.
- Restocked and organized merchandise in front lanes.
Usher
Times Square Cinema
06.2018 - 10.2018
- Greeted customers with smile and provided friendly, knowledgeable service.
- Assisted patrons with seating by giving directions and lighting paths.
- Directed ticket holders to seats and facility locations.
- Sold admission, processed payments and issued tickets.
Education
Bachelor of Science - Finance
University of Arkansas, Fayetteville
Fayetteville, AR05.2024
Skills
- Team-Building
- Decision-Making
- Flexible and Adaptable
- Active Listening
- Personability
- Analytical and Critical Thinking
Timeline
Wealth Management Intern
UBS Wealth Management
06.2023 - 08.2023
Tree Service Groundsman
Whitehouse Gardens
04.2022 - 08.2022
New Member Educator
Phi Gamma Delta Fraternity
02.2022 - 11.2022
Public Relations Chair
Phi Gamma Delta Fraternity
09.2021 - 03.2023
Membership Sales Associate
Rise Rx Fitness
12.2019 - 08.2021
Cashier
Raising Cane's
03.2019 - 08.2019
Usher
Times Square Cinema
06.2018 - 10.2018
Bachelor of Science - Finance
University of Arkansas, Fayetteville
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