Overview
Work History
Education
Skills
Timeline
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Keaton Jack

Jersey City,NJ

Overview

3
3
years of professional experience

Work History

Partner Associate

Barron's Advisor Wealth & Asset Management
NYC, New York
10.2022 - Current
  • As Partner Associate, I support our sales efforts by ensuring the seamless execution and success of client sponsorships, fostering strong relationships, optimizing processes, and driving revenue growth.
  • Maintained and strengthened relationships with 20 key sponsors, achieving a 76% return rate for the following calendar year.
  • Cultivated six new sponsorship relationships during leadership transition
  • Building and managing HubSpot CRM to optimize business development efforts, streamline processes, and enhance lead tracking and engagement.
  • Aided in developing standardized sponsorship contract language, improving cross-team consistency.

Delivery Courier

Alto Pharmacy
New York, NY
01.2023 - 02.2024
  • Safely and efficiently delivered orders directly to customers, ensuring on-time arrivals while navigating local routes effectively.
  • Managed multiple deliveries per shift, demonstrating excellent time management and organizational skills in a fast-paced environment.
  • Provided friendly and professional customer service, quickly resolving delivery concerns, and ensuring a positive customer experience.

Event Coordinator

Document Solutions
Kenilworth, NJ
03.2022 - 08.2022
  • Led the sourcing of four high-impact industry events, aligning opportunities with sales strategy to support existing clients, and drive new business growth.
  • Managed the full event lifecycle, from securing sponsorships to overseeing logistics and on-site execution, ensuring operational efficiency and a seamless event experience.
  • Developed and nurtured new business relationships onsite, capturing key leads, and implementing follow-up strategies to convert opportunities into long-term partnerships.

Education

CIMA Education Program -

Chicago Booth School of Business
Chicago, IL
07-2024

Bachelor of Science - Finance

New Jersey City University
Jersey City, NJ
06.2020

Skills

  • Relationship Management
  • High-touch client experience
  • End-to-End Event Execution
  • Proficient in CRM software
  • Public speaking

Timeline

Delivery Courier

Alto Pharmacy
01.2023 - 02.2024

Partner Associate

Barron's Advisor Wealth & Asset Management
10.2022 - Current

Event Coordinator

Document Solutions
03.2022 - 08.2022

CIMA Education Program -

Chicago Booth School of Business

Bachelor of Science - Finance

New Jersey City University
Keaton Jack