Julie Jackson
Knoxville,TN
Summary
A determined person who works until every assignment is completed and is known for having a "sunshine personality" by working well with others. Julie enjoys budgeting and teaching others how to budget. Julie's primary goal is to work for a significant amount of time before starting a business in Knoxville, Tennessee.
Overview
1
1
years of professional experience
2
2
Certifications
Work History
Investment Advisor Assistant Intern
Insight Strategic Wealth
06.2024 - 01.2025
- Assisted in preparing investment proposals and client presentations for financial planning meetings.
- Kept client portfolios up to date
- Managed investment portfolios, ensuring alignment with client objectives and risk tolerance.
- Developed presentations summarizing investment strategies for client meetings and internal reviews.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
Take-Out Server
Outback Steakhouse
05.2022 - 08.2022
- Enhanced customer satisfaction by taking accurate and timely phone orders for takeout.
- Expedited order processing for reduced wait times and increased customer satisfaction.
- Maintained a clean and organized work area, ensuring efficient service throughout the shift.
- Managed high-volume orders with strong multitasking skills, maintaining accuracy and timeliness.
- Collaborated with kitchen staff to ensure accurate preparation of menu items for take-out orders.
- Prepared an average of 6 meals simultaneously,
Pet Counselor
Petland
01.2020 - 03.2021
- Enhanced customer satisfaction by providing personalized pet care advice and recommendations.
- Assisted clients in selecting the right pet for their lifestyle, ensuring a successful adoption process.
- Educated customers on proper pet nutrition, leading to healthier pets and increased sales of premium food products.
- Resolved customer inquiries and issues swiftly, kept strong relationships, and repeated business.
- Contributed to high employee morale by fostering a supportive work environment through active listening and effective communication techniques.
- Cared for approximately 60 animals simultaneously and ensured their health and safety.
Education
MBA - Business Administration
Freed-Hardeman University
Henderson, TN05.2024
BBA - Financial Planning
Freed-Hardeman University
Henderson, TN05.2024
Skills
- Adobe
- Access
- Microsoft Excel
- PowerPoint
- Strategic Planning
- Operations Analysis
Honors Awards
- Christian School Graduate Scholarship
- Hope Scholarship
- Merit Scholarship
Certification
- Completed Certificates in CFP Board Registered Program:
Principles of Financial Planning
Risk Management for Financial Planners
Retirement Planning for Financial Planners
Estimated completion of Registered Program in Spring 2024
SIE - 2025
Tennessee Life and Health Insurance - 2025
Timeline
Investment Advisor Assistant Intern
Insight Strategic Wealth
06.2024 - 01.2025
Take-Out Server
Outback Steakhouse
05.2022 - 08.2022
Pet Counselor
Petland
01.2020 - 03.2021
MBA - Business Administration
Freed-Hardeman University
BBA - Financial Planning
Freed-Hardeman University