Jaxon Wilson
Dallas,TX
Summary
Driven and detail-oriented finance student with hands-on experience in financial planning, client relationship management, and team collaboration. Skilled in analyzing financial data, developing personalized retirement and insurance strategies, and coordinating community service initiatives. Adept at balancing academic excellence with leadership roles and extracurricular involvement. Seeking opportunities to leverage financial expertise and leadership skills in a dynamic professional environment.
Overview
6
6
years of professional experience
1
1
Certification
Work History
College Financial Representative
Northwestern Mutual
Dallas, Texas
05.2025 - 08.2025
- Prepared financial plans tailored to individual client situations.
- Developed a personal client base by independently managing business operations and client relationships.
- Collaborated with team members to develop comprehensive investment and insurance plans.
Secretary to the President
Young Mens Service League
Lantana, TX
08.2019 - 05.2023
- Managed scheduling and coordination of meetings for community service events.
- Prepared and distributed meeting agendas and minutes to members promptly.
- Maintained accurate records of member participation and volunteer hours.
Education
BBA - Finance
Dallas Baptist University
Dallas, TX05-2027
Skills
- Financial analysis
- Client relationships
- Team collaboration
- Meeting coordination
Certification
- Texas Life and Health Insurance License
Accomplishments
- 3.95 Cumulative GPA
- Christian Service Scholarship
- Christian Leadership Scholarship
- Men's Track Scholarship
Affiliations
- Men's Track Team Dallas Baptist University
- Mens Track Team Bible Study Leader
Timeline
College Financial Representative
Northwestern Mutual
05.2025 - 08.2025
Secretary to the President
Young Mens Service League
08.2019 - 05.2023
BBA - Finance
Dallas Baptist University
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