William Jackson
Brownsville,TX
Summary
Proven to be a successful Portfolio Manager with 5+ years of proactive fund proposal experience. Capable of proposing tools to meet desired objectives and staying current with market trends. Eager to advance professionally by utilizing my communication and problem-solving skills. Ready to provide you with excellent results. Experienced Tutor helps students understand complex material quickly and easily. Proven track record of successfully improving student academic performance. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
Work History
Tutor
University Of Texas Rio Grande Valley
08.2023 - Current
- Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
- Provided homework assistance using specific curriculum and materials.
- Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
- Supported students with helpful study habits and exam strategies.
- Developed student confidence through positive reinforcement strategies.
- Tutored diverse groups of students to strengthen subject comprehension, boost confidence and build important learning skills.
Portfolio Manager
Self-Employed
08.2019 - Current
- Facilitated portfolio performance review and implemented new strategies.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Provided strategy advice to high net worth clients.
- Developed rebalancing strategies to minimize risk exposures.
- Developed and presented proposals for new investments.
- Recommended investment strategies to meet client financial objectives.
Education
Associate of Arts - General Studies
Texas Southmost College
Brownsville, TX06.2022
High School Diploma -
Brownsville Early College High School
Brownsville, TX06.2022
Skills
- Financial planner
- Organization
- Budgeting
- Analytical reasoning
- Multitasking
- Superior research skills
- Client relationship management
- Financial reporting
- Analyzing investment opportunities
- Financial Management
- Group and Individual Instruction
- In-Person Tutoring
Accomplishments
- 1st Business Professionals of America-Banking and Finance
- 4th in Business Professionals of America-Banking and Finance
- Winner of district-wide SIFMA Stock Market Game 5 of 5 years participated
- Published Author
- Participated in Destination Imagination 9 years
Affiliations
Brownsville Accounting Association
GPA
Major Specific General Education Core: 4.0
Core Curriculum GPA: 3.26
Institutional GPA: 3.19
Transfer GPA: 3.67
Major Specific GPA: 3.41
Overall GPA: 3.26
Timeline
Tutor
University Of Texas Rio Grande Valley
08.2023 - Current
Portfolio Manager
Self-Employed
08.2019 - Current
Associate of Arts - General Studies
Texas Southmost College
High School Diploma -
Brownsville Early College High School
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