Jamin Rodgers
Austin
Summary
Dedicated and results-driven finance professional with experience in financial services, investment analysis, and client support. Proven expertise in managing complex financial transactions, delivering exceptional customer service, and providing clear and engaging presentations. Skilled in financial reporting, with a strong ability to communicate effectively with diverse stakeholders. Possesses a deep understanding of brokerage operations and compliance standards. Committed to fostering positive client relationships and supporting team goals through proactive problem-solving and industry knowledge.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Licensed Stock Broker
Charles Schwab
08.2023 - Current
- Maintained strict adherence to ethical guidelines, fostering trust among clients and colleagues.
- Supported clients asset transitions and rollovers
- Complied with all regulatory requirements and industry standards, maintaining a spotless professional reputation.
- Educated clients on investment options, empowering them to make informed decisions about their finances.
- Maintained strong knowledge of multiple products and varying levels of benefits within each product.
Student Managed Investment Fund
Mccoy College of Business
08.2022 - 08.2023
- Developed skills in asset allocation and portfolio management for a $1.4 million endowment
- Delivered asset recommendations through presentation to invested stakeholders
- Exercised top-down analysis to generate macroeconomic outlooks
- Administered assessments using comparable analysis and discounted cash flow modeling to determined under valued or fair priced securities
Education
BBA - Finance
Texas State University
San Marcos, TXSkills
- Client relationship building
- Portfolio management
- Regulatory compliance
- Problem-solving skills
- Verbal and written communication
- Expertise in Excel
- Powerpoint presentations
- Teamwork and collaboration
Certification
- Finra Series 7 (General securities representative)
- Finra Series 63 (Uniform securities agent state law)
Timeline
Licensed Stock Broker
Charles Schwab
08.2023 - Current
Student Managed Investment Fund
Mccoy College of Business
08.2022 - 08.2023
BBA - Finance
Texas State University
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