Jaysen Delleree
Madison,WI
Summary
Hardworking and dependable team player, interested in financial advising, coaching, and estate planning. Actively seeking an internship for summer of 2024 that allows me to make a genuine impact on the lives on clients. Friendly, personable, and committed to building relationships with clients while assisting them in their financial endeavors.
Overview
3
3
years of professional experience
Work History
SAFEWalker
UW Transportation Services
09.2022 - 09.2023
- Fostered a comfortable environment for new students on campus while providing services
- Worked with colleagues in teams in order to carry out SAFEWalk services
- Gained valuable relationship building skills through constant interaction with students
Ground Crew
Goodfellers Tree Removal
06.2021 - 08.2023
- Operated seamlessly with another grounds crew member while also coordinating with a tree climber to ensure effective operations
- Solved problems quickly and efficiently through critical thinking to keep operations running smoothly
- Communicated constantly with all team members to avoid personal injury or property damage.
Real Estate Intern
Keller Williams – PHREE Team
06.2020 - 09.2022
- Practiced cold calls to attract new clients
- Communicated with team members and clients to build working relationships
- Practiced establishing rapport with new clients/team members to build stronger relationships
- Learned the ins and outs of how a team is effectively ran through the head agent of the firm.
Education
Bachelor of Science - Personal Finance, Consulting
University of Wisconsin - Madison
Madison, WisconsinSkills
- Communication
- Critical thinking and problem solving
- Team management/building
- Relationship building
- Building rapport
Custom
UW Club Jiu Jitsu - Member; 03/10/2023 - present
- Attended team practices and competitions with other UW students
- Respectfully trained with other team members to ensure a constructive practice environment
Custom
- MHR 401: The Management of Teams
- CNSR SCI 355: Financial Coaching
- CNSR SCI 275: Consumer Finance
- CNSR SCI 635: Estate Planning for Financial Planners
- CNSR SCI 665: Household Risk Management
Timeline
SAFEWalker
UW Transportation Services
09.2022 - 09.2023
Ground Crew
Goodfellers Tree Removal
06.2021 - 08.2023
Real Estate Intern
Keller Williams – PHREE Team
06.2020 - 09.2022
Bachelor of Science - Personal Finance, Consulting
University of Wisconsin - Madison