Jacob Lynch

Experience

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  Chateau Lake San Marcos

  Jul 2013 - Mar 2015

  Server

  -Retirement home restaurant with a fine dining atmosphere-Attention to detail needed and understanding of how needs between residents differed-Personable attitude led to friendships with residents over the course of my work there

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  Buca di Beppo

  Mar 2015 - Nov 2018

  Server

  -Fast-paced, family style restaurant-Excellent work ethic led to trust with managers that I could excel in any position and ultimately multiple promotions-Lead server on banquets of 100+ people, ability to delegate tasks in high-stress situations-Ability to work independently and excel while doing so

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  7 Mile Kitchen

  May 2018 - Mar 2020

  Server

  -Collaborated with team to open new restaurant: established procedures, developed and maintained relationships with regular clientele -Recognition on Yelp, Trip Advisor, and Open Table due to quality guest interaction-Performed weekly inventory requisitions for service and food supplies and provided highly accurate order forms to be filled by a distribution center

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  The Cougar Fund at California State University San Marcos

  Mar 2020 - May 2021

  -Helped contribute to a 8% return during the Fall 2020 semester and a 11.9% return during Spring 2021.-Responsible for managing Fund’s investments in both Consumer Discretionary and Staples market sectors -Analyze developments within sectors including trends, news, securities filings, and mergers and acquisitions-Conduct ongoing research on investment opportunities and make presentations to the Fund with detailed buy, sell, or hold recommendations -Monitored the Fund’s investments in both Industrials and Materials market sectors-Assisted portfolio manager with research on possible investment opportunities -Analyzed financial and competitive position of current Fund investments within the sectors

  • Portfolio Manager

    Jun 2020 - May 2021

  • Industrials and Materials Analyst

    Mar 2020 - Jun 2020
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  California State University San Marcos

  Jan 2021 - May 2021

  Financial Services Consultant

  -Focused efforts on improving Savvy Women Wealth Management's ratio of 1/20 qualified women that have $500k of investable assets-Generated a fresh perspective on the wealth management industry and found new ways to acquire clients-Recommended a two-pronged approach to improving client acquisition that improved the traditional way of acquiring clients but also advocated for an increased digital presence through innovative methods-Worked as a team of consultants to give a detailed presentation as well as a 50+ page research paper to the company describing how to implement our recommendations into their day-to-day business operations Show less

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  PACIFICA DEL MAR, INC.

  Mar 2021 - Jul 2022

  Server
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  Mercer Advisors

  Jul 2022 - now

  Client Service Specialist