JARRETT P. NEAL
New Braunfels,TX
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
19
19
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
- Developed customized, holistic financial plans for clients, focusing on risk management, retirement income strategies, and insurance protection to meet long-term goals
- Managed ~4.5M in assets with a 100% retention rate
- Obtained Series 6, 63, and SIE with state of Texas
Business Execution Consultant – Enterprise Change Management
Wells Fargo
07.2022 - 10.2024
- Collaborated with all business groups to uncover inefficiencies/areas of improvement for both reporting and systems of records
- Transitioned business groups from one reporting data base to a more business capable data base
- Created a process for report creation and updates
Moody Center Premium Club Supervisor – Part Time
Oak View Group, LLC
04.2022 - 08.2022
- Supervised team of up to 15 for up to 700 patrons during live events within two Premium Clubs
- Manage inventory of all products sold or used within the two clubs
- Handle any customer complaints or operation issues that arise during events
Business Execution Consultant – Agile Transformation
Wells Fargo
09.2021 - 07.2022
- Lead a team of experts in various fields to determine prioritization and tracking of their work efforts
- Kanban Team Lead, facilitating all required Kanban ceremonies
Business Support Consultant - Ad Hoc Reporting
Wells Fargo
05.2021 - 09.2021
- Created, and spoke to, Ad Hoc reporting for upper management to mitigate outside audits
- Identified opportunities for improvement by conducting root cause analysis of business metrics
- Presented recommendations to implement, and monitor strategic approaches for managing risks of the business
Business Support Consultant - Root Cause Analysis
Wells Fargo
10.2020 - 09.2021
- Determined root causes of Project Manager’s errors and provided feedback to each business group
- Provided evidence of errors within procedures/policy based on collaboration with Project Managers
- Communicated trends within each business group on the errors found in their projects
Business Support Consultant – Project Management QA
Wells Fargo
06.2018 - 10.2020
- Executed project reviews for quality assurance purposes
- Partnered with project managers on approaches to manage risk within their projects
Implementation Consultant I, II, III
Wells Fargo
09.2014 - 06.2018
- Implemented projects managing resources, tasks, budgets, document creation, and communications
- Monitored multiple projects simultaneously through post implementation
Business Process Analyst
Wells Fargo
08.2013 - 09.2014
- Wrote new policies, processes and/or procedures working with project teams
- Worked with project teams to review business processes/workflows for efficiency updates
Consumer Loan Underwriter I, II
Wells Fargo
09.2009 - 08.2013
- Underwrote refinance mortgage loans for borrowers who were in collection
- Held multiple roles within my teams including team lead, work distributor, conflict mitigator
Credit Analyst
Wells Fargo
03.2006 - 09.2009
- Conducted credit investigations, including gathering and reviewing credit information for loans
- Reviewed financial statements according to GAAP, contacting sources to verify financials
Education
Bachelor of Science - Economics
TEXAS A&M UNIVERSITY
01-2005
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Retirement planning
- Asset allocation
Timeline
Business Execution Consultant – Enterprise Change Management
Wells Fargo
07.2022 - 10.2024
Moody Center Premium Club Supervisor – Part Time
Oak View Group, LLC
04.2022 - 08.2022
Business Execution Consultant – Agile Transformation
Wells Fargo
09.2021 - 07.2022
Business Support Consultant - Ad Hoc Reporting
Wells Fargo
05.2021 - 09.2021
Business Support Consultant - Root Cause Analysis
Wells Fargo
10.2020 - 09.2021
Business Support Consultant – Project Management QA
Wells Fargo
06.2018 - 10.2020
Implementation Consultant I, II, III
Wells Fargo
09.2014 - 06.2018
Business Process Analyst
Wells Fargo
08.2013 - 09.2014
Consumer Loan Underwriter I, II
Wells Fargo
09.2009 - 08.2013
Credit Analyst
Wells Fargo
03.2006 - 09.2009
Financial Advisor
Northwestern Mutual
Bachelor of Science - Economics
TEXAS A&M UNIVERSITY
ADDITIONAL INFORMATION
- Strength Finder Talents: Context, Relator, Restorative, Analytical, Harmony
- Scrum.org Professional Scrum Master 1 Certified – Trained to run a team in Agile methodology
- Lean Six Sigma Green Belt Certified – Designed to make business decisions based on analytical data