Jacob Shamban
Onalaska,WI
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
Onalaska, WI
05.2022 - Current
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Responded promptly to customer inquiries regarding their accounts.
- Identified new business opportunities through networking events and referrals from existing clients.
- Provided advice on tax-advantaged investment opportunities.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
College Athlete
University of Wisconsin-La Crosse
La Crosse, WI
08.2019 - 10.2022
- Managed a rigorous academic schedule while playing on the baseball team.
- Attended team meetings and practices to maintain physical conditioning and strategy.
- Developed strong relationships with teammates and coaches through regular communication.
Education
Bachelor of Science - Business Administration
University of Wisconsin - La Crosse
La Crosse, WI05-2023
Skills
- Financial Planning
- Client Relations
- Strong communication abilities
- Schedule Management
- Strong Work Ethic and Dependable
- Teamwork and Collaboration
Affiliations
- Spending time at the gym and the outdoors.
- Developing guitar skills.
- Playing different sports.
Accomplishments
- Finished 23rd out of 600+ interns in 2023.
Certification
- SIE
- Series 7
- Series 73
- Life and Health Insurance
Timeline
Financial Advisor
Northwestern Mutual
05.2022 - Current
College Athlete
University of Wisconsin-La Crosse
08.2019 - 10.2022
Bachelor of Science - Business Administration
University of Wisconsin - La Crosse