Jake Wire
Cincinnati,OH
Overview
11
11
years of professional experience
Work History
Participant Non Qualified Team Service Lead
Fidelity Investments
04.2022 - Current
- Licensed registered representative with Series 7 and 63.
- Exclusively worked with executive and highly compensated employees with through the complexities of 409A deferred compensation plans including but not limited to; 409A governing rules and education, plan education and enrollment, complex client changes and issues, exchanges, and investment allocation.
- High level understanding of governing bodies and rules that govern of 401K and 409A
- Strong verbal and written communication skills with experience consulting top tier VIP clients and ability to foster positive relationships and promote confidence
- Awarded Leadership Award for 2022 for my point of contact roles on the team and assisting with new hire training for Non Qualified Defined Contribution training and obtaining my licenses all within the first year.
- Exceptional Year end reviews for 2022 and 2023 based on my phone stats and customer feedback.
- Awarded Q4 2024 Participant's Rising Star for my contribution in the Non Qualified teams and participant feedback.
Financial Services Associate
Fidelity Investments
04.2021 - 04.2022
- FIIS Advisor 401K Associate
- Provided primary customer support to FIIS 401K participants.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Friendly and enthusiastically educated participants on 401K retirement plans.
- Processed complicated exchanges, rebalances, and asset allocations within each specific 401K plans to meet participants goals.
- Responded to customer inquiries and queries to provide thorough and speedy resolutions.
- Resolved 401K issues by clarifying customer's complaints, determining causes of problems and selecting best solutions.
Lead Bartender / Trainer
Condado Tacos, LLC.
02.2018 - 03.2020
- Set schedules for staff by planning and designating shifts and hours.
- Responsible for all liquor ordering & inventory in compliance with the State of Ohio's liquor laws and regulations.
- Worked closely with management by holding bar meetings to keep precedent of company culture and worked with employee feedback to better workplace and keep company morale.
- Responsible for consistent bartender and employee evaluations to uphold company's standards for all bartenders.
- Assisting management with any guest resolution strategies to deescalate issues before they arose.
- Worked closely with management, vendors, and corporate to reduce overall expenditures within liquor and supply ordering.
- Responsible for employee conflict resolution, morale, and growth of bartenders.
- Devised integrative training and evaluation techniques to keep employee engagement and engage in company culture.
- Worked closely with corporate and management to capitalize on yearly events and was chosen to participate in multiple off premise events representing Condado Tacos, such as Margarita Madness where the company placed first for "People's Choice."
- Strong communication and people skills which was rewarded with a consistent stream 'regulars' during shifts worked.
- Responsible for keeping all employees in compliance with Ohio's Food & Drug Administration during visits
- Decreased companies overall alcohol waste by ~20% by introducing weekly evaluations for all employees in which were conducted by myself or management.
- Proficient in verifying legitimate government credentials over fraudulent.
Bartender
The Woodburn Brewery
02.2018 - 03.2019
Bar Manager
Eastgate Brew & View
11.2015 - 01.2017
- Worked closely with corporate to cut overall expenditures at the bar by seeking out alternative vendors and other liquor brand alternatives while still upholding the precedent of our decedent craft cocktail menu.
- Recruited, hired and trained staff on bar practices, customer service standards and productivity strategies, providing improvement over prior onboarding process.
- Enhanced financial controls to minimize theft and loss risks, continuously maintaining accurate accounts and cash drawers.
- Created effective employee schedules maintaining coverage at peak times and minimizing labor costs.
- Maintained secure cash drawers, promptly resolving discrepancies for accuracy.
- Managed bar inventory, restocked supplies and placed orders for spirits, beer, wines and mixers.
- Kept a strong relationship with our liquor and beer vendors which resulted in liquor costs cut by ~20% in the 6 months of employment.
- Kept facility compliant with health codes, sanitation requirements and license regulations, alleviating potentially heavy fines.
- Upsold daily specials and beverage promotions to exceed daily sales goals.
- Reduced health risks and safety hazards by preparing beverage products consistently while creating cleaning schedules, restocking items and sanitizing equipment to adhere to health department standards.
- Followed all safety requirements for alcohol service and maintained network of available ride services for inebriated customers.
- Kept accurate inventories and notified management of ordering needs for liquor, beer, wine and bar supplies.
Repair Technician
Apria Healthcare
06.2013 - 10.2015
- Responsible for biomedical, oxygen, and medical sleep function testing, evaluation, repair, and preparation for home health care patients around the tri-state area.
- Worked closely with management to develop a system for faster repair and turn around times, which included the introduction to new work stations for entire repair center.
- Responsible for entire inventory accuracy of our Tri-States repair center within a digital inventory system.
- Worked closely with vendors to reduce overall repair costs for our company.
- Effectively sought and negotiated the warranty replacement of over $250,000 worth of equipment, saving the company almost a quarter million dollars in 3 months.
Education
Bachelor of Arts - Business Management
Ivy Tech
IndianapolisBachelor of Arts - Business Management
University Of Cincinnati
Cincinnati, OHHigh School Diploma -
Lawrence North High School
Indianapolis, IN06.2010
Skills
- Licensed Financial Registered Representative (Series 7 & 63)
- Proficient in Microsoft Office Suites (ie: Word, Excel, Outlook) / 100wpm typing
- Training and mentoring
- Strong Verbal and written communication
- Team leadership and supervision
- Executive Client Experience
Timeline
Participant Non Qualified Team Service Lead
Fidelity Investments
04.2022 - Current
Financial Services Associate
Fidelity Investments
04.2021 - 04.2022
Lead Bartender / Trainer
Condado Tacos, LLC.
02.2018 - 03.2020
Bartender
The Woodburn Brewery
02.2018 - 03.2019
Bar Manager
Eastgate Brew & View
11.2015 - 01.2017
Repair Technician
Apria Healthcare
06.2013 - 10.2015
Bachelor of Arts - Business Management
Ivy Tech
Bachelor of Arts - Business Management
University Of Cincinnati
High School Diploma -
Lawrence North High School