JAKE ZOSULIS
Doylestown,PA
Summary
Strategic-minded Financial Advisor with a proven history of driving asset growth and client satisfaction in the financial services industry. Proficient in crafting tailored investment strategies and solutions. Self motivated team player driven to exceed expectations and operate effectively in fast paced, high-pressure environments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
UBS Financial Services
Philadelphia, PA
2023.01 - Current
- Advise clients on sophisticated investment solutions tailored to their financial objectives and risk tolerance
- Leading collaborative efforts within a multidisciplinary team to deliver comprehensive financial solutions and portfolio management services
- Analyzing market trends and conducting thorough due diligence to identify investment opportunities.
- Conducting detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Monitoring client portfolios to ensure that recommended investments remain in line with their goals and objectives.
Consultant
Modern Sports Medicine and Wellness
Buckingham, PA
2022.08 - 2022.12
- Provided strategic financial analysis and operational support during the launch phase of a new medical practice
- Implemented efficient intake systems and streamlined financial processes to enhance operational effectiveness
- Delivered exceptional administrative support, ensuring seamless client interactions.
Education
Bachelor of Science - Business Administration
Leon Hess School of Business, Monmouth University
Monmouth, NJ05.2022
Skills
- Proficient in Microsoft Office Suite
- Advanced financial modeling and analysis
- Strong leadership and team collaboration skills
- Pipeline Management
Certification
- Series 7
- Series 66
- Securities Industry Essential Exam (SIE)
Honors And Awards
- Division 1 Student-Athlete, Monmouth Men's Track and Field (2018-2022).
- MAAC All-Academic Team (Winter 2020, 2021, 2022, Spring 2020, 2021).
- Inductee, Chi Alpha Sigma National Collegiate Athlete Honor Society (April 2021).
- Nominee, Outstanding Student Award (Spring 2022).
Leadership Experience
Hawk Capital Student Investment Fund Member 09/2021 to 05/2022
- Managed a diverse portfolio exceeding $500,000, consistently outperforming benchmark indices
- Conducted in-depth research and financial analysis to identify strategic investment opportunities
- Collaborated with team members to implement innovative investment strategies and mitigate risks
Timeline
Financial Advisor
UBS Financial Services
2023.01 - Current
Consultant
Modern Sports Medicine and Wellness
2022.08 - 2022.12
Bachelor of Science - Business Administration
Leon Hess School of Business, Monmouth University