Jake Collins
Coppell,TX
Summary
Dynamic Finance Advisor with a proven track record at Beacon Royal Financial Advising, adept at crafting tailored investment strategies and enhancing client satisfaction. Skilled in operations and cash handling, I excel in communication and fostering positive client relationships, driving growth through comprehensive financial assessments and market research.
Overview
9
9
years of professional experience
Work History
Finance Advisor
Beacon Royal Financial Advising
05.2025 - Current
- Analyzed client financial data to develop tailored investment strategies.
- Assisted clients in understanding complex financial products and services.
- Conducted market research to identify trends and opportunities for investment growth.
- Collaborated with senior advisors to enhance service delivery and client satisfaction.
- Developed comprehensive financial plans addressing client goals and risk tolerance.
- Improved client financial strategies by conducting comprehensive assessments and identifying areas for growth.
Tax Repair
Beacon Royal Financial Advising
05.2025 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Worked flexible hours across night, weekend, and holiday shifts.
- Managed time efficiently in order to complete all tasks within deadlines.
Farm Ranch Hand
G7 Ranch
09.2016 - 08.2023
- Operated farm machinery to assist with daily agricultural tasks
- Maintained livestock health through regular feeding and monitoring practices
- Assisted in planting and harvesting crops, ensuring adherence to schedules
- Collaborated with team members to implement efficient workflow processes
- Conducted routine maintenance on equipment to uphold operational efficiency
- Monitored inventory levels of feed and supplies, ensuring availability for operations
- Trained new staff on safety protocols and standard operating procedures
Education
MBA - Business Administration And Management
McMurry University
Abilene, TXSkills
Visual merchandising and presentation- I have very good talking skills and presentation skills with making things seem more appealing to customers
Operations and Cash Handling- I’ve had a good amount of experience operating and handling cash at my past and current jobs
People and Communications- I’ve had extensive practice communicating and drawing in costumer in my past careers one of my best traits is communicating with people and keeping a positive environment
Product and Fashionable Knowledge- I lived in Europe for 2 years which grew my knowledge and experience for high end fashion and designer fragrances I have also worked with high level clients in my past work field growing my knowledge for clothing brands and accessories
Timeline
Finance Advisor
Beacon Royal Financial Advising
05.2025 - Current
Tax Repair
Beacon Royal Financial Advising
05.2025 - Current
Farm Ranch Hand
G7 Ranch
09.2016 - 08.2023
MBA - Business Administration And Management
McMurry University
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