Jacob Maximus Campos

I support the creation of customized marketing campaigns to educate employees on essential financial wellness topics. This includes developing materials on retirement planning, investment strategies, debt management, budgeting, and insurance. By crafting engaging content, I enhance employees' financial literacy and empower informed decision-making. I also stay updated on industry trends and regulations to ensure alignment with current developments in the financial services sector, promoting financial education and wellness in the workplace. Additionally, I collaborate with the team to analyze client assets, explore plan data, conduct fund research, ensure provider fee transparency, and assess plan design metrics.

Key tasks include:

• Collaborating closely with the team to analyze client assets.
• Delving into plan and participant data.
• Conducting fund research and qualitative analysis.
• Ensuring provider fee and revenue-sharing transparency.
• Assessing plan design metrics.

During my time at La Sierra University, I actively participated in the university's homeless outreach program.

Some tasks included:

• Prepare and distribute meals to homeless individuals in the community.
• Encouraged those in need to seek free resources and services to support their path toward stability and well-being.

This experience helped me develop a deeper sense of empathy and a strong commitment to service.

At Eastvale Party Rentals, I supervised two employees and managed operations across multiple locations.

As a Field Service Manager, tasks included:

• I coordinated logistics for timely delivery and pickup of party equipment, ensuring smooth event setups.
• Strong organizational skills
• Attention to detail
• Effective communication with both the team and clients to address scheduling and operational challenges efficiently.