Jordan Huber
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Wealth Management Seasonal Client Associate
Bank of America
12.2022 - 08.2023
- Developed understanding of Stock Option Plans
- Valued over 1000 companies for targeted business development plan
- Interacted with personal and business clients on daily basis
- Processed around 100 annuity statements per month
- Answered phones for busy Financial Advisor team
- Expanded knowledge in Excel.
- Verified ownership and transaction information and dividend distribution instructions to check conformance with governmental regulations using stock records and reports
- Monitored global markets to identify potential trading opportunities
- Processed and verified all new account applications and documents
- Developed strategies to improve processes and reduce costs
- Input transfer data into system and manually updated accounting and certificate records
Kemper Sports Employee
Heron Glen Golf Course
05.2021 - 08.2023
- Responsible for stocking beverage carts, verifying and balancing ending inventory quantities
- Responsible for maintaining beverage carts and assisting members with food and/or beverage orders.
- Maintained a clean working environment including daily maintenance and cleanliness of Beverage Cart.
- Provided five-star service at all times.
- Assist as needed in other food and beverage areas
American Pool Lifeguard
?
06.2021 - 09.2022
- Ensured swimmer safety by vigilantly monitoring pool area and enforcing rules.
- Increased patron satisfaction by promptly addressing concerns and providing exceptional customer service at all times.
- Organized inventory for essential equipment such as flotation devices or rescue tools, maintaining optimal readiness levels at all times.
- Responded to emergency situations in a timely, efficient manner.
- Performed regular maintenance of pool equipment and life-saving equipment to keep in good working order.
- Demonstrated rescue techniques and provided first aid in emergency situations.
- Completed daily pool maintenance duties by checking chlorine levels, pH levels and other water chemistry.
Flemington Raritan Girls Softball League Umpire
03.2016 - 06.2019
- Responsible for enforcing rules and regulations of the game; while maintaining cooperative relationships with players, coaches and spectators
- Trained 10 junior umpires to become head umpires
- Observe necessary precautions to ensure safety of participants and spectators.
- Maintain standards of the game and ensure that the APRD Softball rules are enforced
Education
Bachelor of Arts - Finance
University of Maryland
College Park, MD05.2025
Universitat Autònoma De Barcelona
Spain04.2024
Skills
- Technology: Microsoft Word & Excel, Google Drive, Python, HTML, Tableau
- LinkedIn Excel 2016 Essential Training Certification
- Certified Life Guard
Activities
- Zeta Tau Alpha Fraternity (2023-present)
- ECON Undergraduate Mentorship Program (2022-2023)
Community Service
- Meals on Wheels of Hunterdon County, Prepared the meals, packaged them up, designed colorful bags for the meals, delivered meals to houses
- CYO (Catholic Youth Organization) Basketball Coach, 8th grade boys volunteer basketball assistant coach at St. Ann’s School
- Habitat for Humanity, Went on 4 builds with the club and assisted in building a house for families in need
- United Way of Hunterdon County, Gathered and distributed Christmas presents and household items for families in need
Timeline
Wealth Management Seasonal Client Associate
Bank of America
12.2022 - 08.2023
American Pool Lifeguard
?
06.2021 - 09.2022
Kemper Sports Employee
Heron Glen Golf Course
05.2021 - 08.2023
Flemington Raritan Girls Softball League Umpire
03.2016 - 06.2019
Bachelor of Arts - Finance
University of Maryland
Universitat Autònoma De Barcelona