Jake Schafer

Executive Board Member

511 followers

St Peters, Missouri, United States

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Timeline
About me
Graduate Student at University of Missouri-Columbia
Education
- University of Missouri Trulaske College of Business
  2023 - 2025
  Graduate Certificate Investments
- Christian Brothers College High School
  2018 - 2022
  Activities and Societies: Honors program, leadership program, mentor program, trap shooting team captain, volleyball team captain
- University of Missouri-Columbia
  2024 - 2025
  Master of Science Finance
  Activities and Societies: Office for Financial Success Manager, Personal Financial Planning Program TA
- University of Missouri-Columbia
  2022 - 2024
  Bachelor of Science - BS Personal Financial Planning
  Activities and Societies: Member of Sigma Phi Epsilon's MO Alpha Chapter (SigEp) and the MU Chapter of Financial Planning Association (FPA)
Experience
- Sigma Phi Epsilon (Official)
  Jun 2022 - Dec 2023
  Executive Board Member
  Manage a scholarship awarded to men who display well rounded lives at the University of Missouri. Raised $3,500 to award, managed 140 applicants, hosted a banquet with over 100 attendees!
- Renaissance Financial
  May 2023 - now
  Accepted a full-time offer upon completion of my testing process to become a licensed financial planner! Working through the SIE, Series 7, Series 66, Life and Health, and CFP designation. I prepared, ran, and presented investment, estate, and insurance reports. Assisted in portfolio tracking and analysis to properly fit clients’ needs.
  - Financial Advisor in Training
    Aug 2023 - now
  - Financial Advisor Intern
    May 2023 - Aug 2023
- MU Office for Financial Success
  Jul 2023 - now
  Helping guide University of Missouri's faculty and students through their financial problems and needs through both one-on-one sessions and group workshops/presentations!
  - Student Manager
    May 2024 - now
  - Financial Coach
    Jul 2023 - now
- University of Missouri-Columbia
  Jan 2024 - May 2024
  Teaching Assistant
  Teacher's Assistant at the University of Missouri under the Personal Financial Planning department. Currently assigned to FINPLN 3282 - Financial Counseling for the spring of 2024 semester!
Licenses & Certifications
- EMoney Fundamentals Certification
  EMoney Advisor
  May 2023
Volunteer Experience
- Income Tax Preparer
  Issued by Volunteer Income Tax Assistance on Jan 2024
  Associated with Jake Schafer