Jay Wilson
Lawrence,KS
Overview
3
3
years of professional experience
Work History
Wealth Advisor Assistant
(Raymond James Financial Services, Inc)
Lawrence, KS
05.2023 - Current
- Facilitated client meetings with comprehensive investment strategy planning.
- Facilitated meetings between clients and other professionals such as attorneys or accountants when necessary.
- Collaborated with colleagues across multiple departments to provide seamless service experience for clients.
Personal Banker & Financial Service Rep.
(Central National Bank)
Lawrence, KS
02.2022 - 04.2023
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Lead Merchandiser
(Coca-Cola)
Emporia, KS
01.2021 - 12.2021
- Conducted store visits to ensure compliance of product placement, pricing, and promotional activity.
- Maintained accurate records of inventory levels and stock movements.
- Monitored customer feedback on product assortment and made recommendations for improvement.
Education
Graduate Degree - Professional Business Management
University of Kansas
Lawrence, KSBachelor of Science - Business Finance
Emporia State University
Emporia, KSSkills
- Cost Analysis
- POS
- Marketing Techniques
- Sales Techniques
- Fluent in excel
Affiliations
- B2VP sales leader at Central National Bank
- Scholastic Military excellence award for athletes (2018)
- Baker University Delta Tau Delta : (Treasurer) 2020
- Emporia State Basketball : 21-22
Timeline
Wealth Advisor Assistant
(Raymond James Financial Services, Inc)
05.2023 - Current
Personal Banker & Financial Service Rep.
(Central National Bank)
02.2022 - 04.2023
Lead Merchandiser
(Coca-Cola)
01.2021 - 12.2021
Graduate Degree - Professional Business Management
University of Kansas
Bachelor of Science - Business Finance
Emporia State University