Overview
Work History
Education
Skills
Timeline
Generic

Jakob Brown

Spirit Lake,IA

Overview

4
4
years of professional experience

Work History

Internship

Cornerstone Financial Solutions
06.2024 - 08.2024
  • Attended client advising meetings to observe planning strategies and relationship management in practice
  • Assisted in organizing and executing client appreciation events, contributing to positive client engagement
  • Participated in internal company meetings and offered input on business operations and process improvements
  • Led a major project involving Salesforce CRM, streamlining data entry and improving organizational efficiency
  • Gained hands-on experience using financial platforms including Raymond James and Morningstar for portfolio analysis and performance tracking
  • Compiled and analyzed financial performance metrics to support the creation of investment reports and client materials
  • Developed a deeper understanding of the financial advising industry, including compliance standards, client lifecycle management, and investment principles
  • Expanded technical proficiency through daily use of financial software and reporting tools

Boat Valet and Rental Captain

Mau Marine
05.2021 - 08.2022
  • Communication Skills
  • Customer Service
  • Problem Solving

Intern

Next Home Realty
01.2021 - 02.2021
  • Performed light accounting duties, including reconciling entries and organizing financial documents for client transactions
  • Assisted with marketing efforts by managing social media content and supporting promotional strategies
  • Researched and identified probable buyers using market data and client profiles
  • Gained experience creating Comparative Market Analyses to support pricing strategies and client consultations
  • Utilized real estate platforms such as Paragon, DocuSign, and Microsoft Excel to manage listings, contracts, and client information
  • Strengthened understanding of the real estate industry through hands-on exposure to sales processes, client engagement, and document management

Education

Bachelor of Science - Business Economics

South Dakota State University
Brookings, SD
08-2025

Minor - Banking And Financial Services

Northern State University
Aberdeen
08-2025

Skills

  • Microsoft Word Certified
  • Substantial Microsoft Office Suite Experience
  • Fast learner
  • Problem-solving
  • Creative and resourceful
  • Data analysis

Timeline

Internship

Cornerstone Financial Solutions
06.2024 - 08.2024

Boat Valet and Rental Captain

Mau Marine
05.2021 - 08.2022

Intern

Next Home Realty
01.2021 - 02.2021

Bachelor of Science - Business Economics

South Dakota State University

Minor - Banking And Financial Services

Northern State University

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