Summary
Overview
Work History
Education
Skills
Certification
Interests
Extracurricular activities
Timeline
Intern

Jake Chajkowski

Liverpool,NY

Summary

Personable with a motivation in helping others. Equipped with foundational knowledge and technical skills in the finance industry. Excels in group settings and teamwork through robust communication skills while giving insightful recommendations. Possesses familiarity with industry-standard software and tools such as Bloomberg, microsoft office and excel and morningstar. Licensed in life and health for insurance purposes. Aims to leverage these skills to contribute to team success and drive positive outcomes while encouraging others to be their best self.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Intern

Ameriprise Financial
01.2025 - 05.2025
  • Collaborated with departments to streamline processes and improve workflow.
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Sorted and organized files, spreadsheets, and reports.
  • Rebalanced client portfolios to maximize their retirement and well being.

Team Member

Dicks Sporing Goods
05.2022 - 09.2024
  • Handled money and sold shoes to customers.
  • Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
  • Contributed to team success by completing jobs quickly and accurately.

Volunteer

Ronald McDonald House
09.2021 - 04.2024

Education

Bachelor of Science - Finance

St. John Fisher University
Rochester, NY
05-2025

Skills

  • Teamwork and collaboration
  • Multitasking and organization
  • Goal-oriented mindset
  • Interpersonal and social skills
  • Deep understanding in Investing
  • Culturally sound

Certification

  • Microsoft Excel Certification
  • Bloomberg Certification
  • Life and Health License

Interests

  • Travel tips, recommendations, and insights with fellow enthusiasts
  • Backpacking and seeing the world
  • Sports
  • Gym Workouts (Body Building)
  • Passionate about balancing physical health with mental and emotional wellness

Extracurricular activities

  • American Marketing Association
  • St. John Fisher men's soccer player
  • Club Basketball

Timeline

Intern

Ameriprise Financial
01.2025 - 05.2025

Team Member

Dicks Sporing Goods
05.2022 - 09.2024

Volunteer

Ronald McDonald House
09.2021 - 04.2024

Bachelor of Science - Finance

St. John Fisher University

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Jake Chajkowski