Summary
Overview
Work History
Education
Skills
Timeline
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Kyle Jackson

Jenks,OK

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

16
16
years of professional experience

Work History

Multiple LLCs
Oklahoma City, OK
09.2013 - Current
  • Conducted market research and analysis to identify potential real estate investment opportunities.
  • Generated reports detailing market trends and activity within specific areas of real estate investment.
  • Maintained accounting records for real estate transactions such as leases, investments, and loan payments.
  • Assessed potential risks associated with various real estate investments.
  • Performed complex analysis of various types of real estate investments including commercial properties, multi-family dwellings, and vacant land tracts.
  • Oversaw real estate portfolio totaling approximately $10,000,000 in value and comprising over $35,000,000 in total transactions.
  • Successfully implemented a a remote management style to streamline operations and increase profitability of properties.
  • Significantly increased value of properties and sold at significant gains
  • Successful exit strategy that maximized portfolio value before downturn in market conditions related to inherent risks of portfolio including increase in interest rates, decrease in rental rates, and decrease in occupancy

President

Kyle C. Jackson, CPA, PC
Oklahoma City, OK
05.2008 - 04.2023
  • Managed monthly, quarterly and annual financial reporting for clients.
  • Reviewed client's financial records and prepared tax returns.
  • Developed strategies to minimize liabilities associated with taxation issues.
  • Prepared budgets, forecasts, cost analyses and variance reports.
  • Identified opportunities for cost savings through improved processes or technology implementations.
  • Liaised between external auditors and clients during audit engagements.
  • Managed a 2 office firm with over 800 clients

CFP

Jackson Wealth Advisors LLC
Oklahoma City, OK
08.2015 - 11.2022
  • Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
  • Analyzed client's risk tolerance level and offered customized investment advice accordingly.
  • Developed long-term relationships with clients through regular meetings and reviews of their investments.
  • Identified new opportunities for diversification of clients' portfolios according to market trends and conditions.
  • Monitored performance of existing investments and recommended changes when necessary.
  • Analyzed annuities and life insurance products

Education

BBA - Accounting

Northeastern State University
Tahlequah, OK
05-2009

Skills

  • Investment strategies
  • Financial Planning
  • Client Retention
  • Asset Allocation
  • Staff Management
  • Cash Flow Management
  • Auditing procedures
  • Budget Development
  • Tax Preparation
  • Variance Analysis
  • Financial Data Analysis
  • Insurance Products
  • Loan Feasibility Assessment

Timeline

CFP

Jackson Wealth Advisors LLC
08.2015 - 11.2022

Multiple LLCs
09.2013 - Current

President

Kyle C. Jackson, CPA, PC
05.2008 - 04.2023

BBA - Accounting

Northeastern State University

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