Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
References
Timeline
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Jake Lagando

Huron,OH

Summary

Dynamic finance intern with experience at Raymond James Waterstreet Financial, excelling in financial analysis and client relations. Proven track record in project management and effective communication, driving successful portfolio assessments and enhancing client engagement.

Overview

8
8
years of professional experience

Work History

Head of Data Collection

Kino
Columbus, OH
11.2024 - Current
  • Collected data to help build the model for a self-diagnostic mobile app.
  • I was part of a team that won various grants to help fund data collection.
  • Participated in team meetings to set goals and continue production.

Finance Intern

Raymond James | Waterstreet Financial
Sandusky, OH
05.2025 - 08.2025
  • Collaborated with team members on client portfolio assessments.
  • Supported daily operations by organizing financial documents and data entry tasks.
  • Wrote a weekly newsletter about market news and updates for all clients.

Manager/General Laborer

The Old Fish House
Huron, OH
05.2017 - 08.2025
  • Starting off in 2017, I would come in every morning to the building ready to open.
  • Appointed as Kitchen Manager in 2020, when a kitchen was added to the establishment. I was in charge of hiring, taking inventory, and scheduling.
  • In 2023, I was promoted to Manager of the entire establishment. My responsibilities included overseeing the operations of the business and meeting with different vendors and salespeople.

Education

Bachelor of Science - Business - Financial Planning

The Ohio State University
Columbus, OH
05-2025

High School Diploma -

Huron High School
Huron, OH
05-2023

Skills

  • Financial analysis
  • Project management
  • Effective communication
  • Team collaboration
  • Problem solving
  • Client relations

Accomplishments

  • Fall 2024-Spring 2025 Deans List
  • President's Buckeye Accelerator Cohort
  • 2023 Huron Football Team Captain
  • 2023 Huron Football Selfless Award Recipient

Affiliations

  • Undergraduate Finance Association
  • Buckeye Catholic
  • Youth Basketball Coach

References

References available upon request.

Timeline

Finance Intern

Raymond James | Waterstreet Financial
05.2025 - 08.2025

Head of Data Collection

Kino
11.2024 - Current

Manager/General Laborer

The Old Fish House
05.2017 - 08.2025

Bachelor of Science - Business - Financial Planning

The Ohio State University

High School Diploma -

Huron High School