Jake Freeman
New York,NY
Overview
8
8
years of professional experience
Work History
Financial Consultant
Equitable Advisors
New York, New York
08.2024 - Current
- Established long-term financial goals and strategies in collaboration with clients.
- Developed strong client relationships through consistent communication and support.
- Onboarded 24 clients, contributing over $8 million in assets under management.
Operations Analyst
Newtek One
New Hyde Park, New York
06.2024 - 08.2024
- Partnered with management to assist in evaluating integration opportunities and other key areas of growth potential for Newtek Merchant Services
- Obtained 3 new clients for the firm through ~80 cold calls and sales leads
- Supported key projects related to merchant terminal aging and customer pricing which resulted in increased customer retention and new sales clients
Member
Go Blue Wear Pink
Ann Arbor, Michigan
09.2020 - 05.2024
- Facilitated fundraisers through Go Blue Wear Pink for the University of Michigan Comprehensive Cancer Center; raised over $10,000 for Breast Cancer Research
- Assisted in the promotion of campus-wide events, custom apparel, and fundraisers with local Ann Arbor stores and restaurants to raise awareness and funds for Breast Cancer Research
Business Analyst Intern
Levent.io
Tel Aviv, Israel
06.2023 - 08.2023
- Partnered with the VP of Levent.io to optimize the launch of the new Flash App and expanded into the US market; created website content and performed 10+ hours of industry research
- Assessed the relevance of Flash App content on social media to better target their intended audience and increased brand awareness by 75%
- Identified and solved critical content issues within the initial version of the App which resulted in a smoother consumer interface
Counselor
Tyler Hill Camp
Tyler Hill, Pennsylvania
06.2018 - 08.2019
- Entrusted to organize 45 campers, create daily schedules, and supervise collaboration and teamwork between campers and staff
- Mentored and guided 11-12 year-old boys to feel comfortable in a new environment, boost self-esteem, and fostered problem solving skills
- Cultivated effective relationships with campers, parents, and other counselors by utilizing active listening and dynamic interpersonal skills
Education
Bachelor of Arts - Economics
University of Michigan - Ann Arbor
Ann Arbor, MI05-2024
Skills
- Relationship building
- Customer acquisition
- Microsoft Word
- Microsoft Powerpoint
- Microsoft Excel
Interests
- Golf, Travel, Food, Fitness, Country Music, Rummikub
Timeline
Financial Consultant
Equitable Advisors
08.2024 - Current
Operations Analyst
Newtek One
06.2024 - 08.2024
Business Analyst Intern
Levent.io
06.2023 - 08.2023
Member
Go Blue Wear Pink
09.2020 - 05.2024
Counselor
Tyler Hill Camp
06.2018 - 08.2019
Bachelor of Arts - Economics
University of Michigan - Ann Arbor