Jake Capellupo
St. Louis,MO
Summary
Dynamic financial professional with experience at Equitable Advisors, adept at guiding clients in strategic financial decisions. Proven expertise in financial analysis and client relations management, successfully enhancing client portfolios and achieving significant growth. Skilled in Salesforce and Microsoft Office, with strong communication abilities to foster lasting client relationships.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
Equitable Advisors
Springfield, IL
11.2025 - Current
- Guided clients in making informed financial decisions.
- Collaborated with clients to redefine goals and enhance financial strategies.
- Prospected and acquired clients to help with retirement accounts.
Logistics Intern
Interco
St. Louis, MO
05.2024 - 08.2024
- Managed logistics for 40-60 trucks each day to optimize delivery schedules.
- Collaborated with logistics team to streamline delivery coordination
- Coordinated with shippers and carriers to secure on-time deliveries.
- Communicated with trucking companies to assign trucks to loads nationwide
Marketing Assistant
Ameriprise Financial
St. Louis, MO
05.2023 - 07.2023
- Engaged prospects through email, mail, and LinkedIn to generate interest in services
- Coordinated phone call appointments to facilitate client consultations for financial advisor
- Used salesforce information system to market to prospects
- Organized potential client information to support financial advisor's outreach efforts
Front Desk Worker
The Workout Company
St. Louis, MO
06.2020 - 08.2021
- Greeted and engaged members, fostering a welcoming atmosphere that encouraged member retention
- Assisted members by delivering requested services to meet their needs
- Conducted tours and enrolled potential members, enhancing their experience and promoting gym programs
- Prepared and sold beverages, including smoothies, to cater to member preferences and enhance satisfaction
- Performed cleaning duties for machines, bathrooms, and floors to uphold facility standards
Education
Bachelor of Science - Business Administration, Finance
University of Dayton
Dayton, OH05.2025
High school or equivalent -
Desmet Jesuit High School
St. Louis, MO05.2021
Skills
- Financial analysis
- Investment strategies
- Data analysis
- Salesforce expertise
- Microsoft Office proficiency
- Client relations management
- Communication skills
Certification
• SIE
• MO & IL, LIFE INSURANCE
• SERIES 66
• SERIES 7
• MO & IL, LIFE INSURANCE
• SERIES 66
• SERIES 7
Timeline
Associate Financial Advisor
Equitable Advisors
11.2025 - Current
Logistics Intern
Interco
05.2024 - 08.2024
Marketing Assistant
Ameriprise Financial
05.2023 - 07.2023
Front Desk Worker
The Workout Company
06.2020 - 08.2021
Bachelor of Science - Business Administration, Finance
University of Dayton
High school or equivalent -
Desmet Jesuit High School