Jack Malone

Jack Malone

Lifeguard

Followers of Jack Malone805 followers
location of Jack MaloneMorristown, New Jersey, United States

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  • Timeline

  • About me

    Financial Advisor Trainee at UBS

  • Education

    • Fairfield University

      2020 - 2024
      Bachelor's degree Finance, General

      Activities and Societies: - Elected CFO of the Inter-Residential Housing Association for the class of 2024 - Finance Club

    • Seton Hall Preparatory School

      2016 - 2020
  • Experience

    • Crestview Swim and Tennis Club

      May 2017 - Sept 2020
      Lifeguard
    • Crestview Swim and Tennis Club

      May 2021 - Sept 2021
      Front Desk
    • Paolo's Kitchen

      May 2022 - Sept 2022
      Farmer's Market Sales Associate

      - Was the sole sales associate representing Paolo’s Kitchen at regional farmer’s markets across New Jersey- Tasked with running all operational and sales responsibilities at each farmer’s market, with the goal of selling at least $800 per farmer’s market- After consistently selling $1,000+ at each market, collaborated with the business owner to create new promotional ideas that resulted in a consistent increase in sales for other associates

    • World Insurance Associates LLC

      May 2023 - Jul 2023
      Risk Management Intern

      - Engaged in comprehensive review and analysis of insurance policies, extracting key insights to assess risk levels and align coverage with clients' financial objectives- Collaborated with a dynamic team to ensure the timely and accurate completion of assigned tasks, contributing to the overall success of client projects.- Gained a comprehensive understanding of risk management principles, applying them to real-world scenarios to assess potential challenges and opportunities.- Entered data such as client information, policy details, and financials into Microsoft Excel and Applied Epic Systems- Completed the Council of Insurance Brokers summer course- Presented on the future of Insurtech to executives within the company Show less

    • Outbound For Founders

      Aug 2023 - Aug 2023
      Sales Associate

      - Initiated and executed an average of 80 daily cold calls- Compiled comprehensive and concise call reviews for CEOs, condensing key information and outcomes into easily digestible reports.- Strategized with the CEO to improve performance and processes. - Leveraged exceptional communication and persuasion skills to engage prospects

    • MS Transverse Insurance Group

      Jun 2024 - Aug 2024
      Reinsurance Intern

      - Developed a competitive analysis that benchmarked our firm's performance against key industry competitors, enabling strategic decision-making for management.- Collected and analyzed premium data, regularly updating the firm's Salesforce database to ensure accurate tracking of sales performance and client information.- Designed and implemented an onboarding presentation for new employees, streamlining the training process and enhancing the onboarding experience for new hires.

    • UBS

      Oct 2024 - now
      Financial Advisor Trainee
  • Licenses & Certifications

    • Series 7

      FINRA
      Nov 2024
    • Securities Industry Essentials (SIE)

      FINRA
      May 2024