Jack Stark

Volunteer

738 followers

San Diego, California, United States

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Timeline
About me
Financial Advisor at IFG
Education
- University of Oregon
  2018 - 2022
  Bachelor of Science - BS Economics
Experience
- Surfrider Foundation - Newport Beach Chapter
  Jul 2016 - Oct 2022
  Volunteer
  Volunteer at beach cleanups
- Aquarium of the Pacific
  Nov 2016 - Feb 2018
  CEO Ambassador
  ● Accepted into a highly selective internship program. Gained speaking, presentation and research skills through leading public interactive exhibits and leading a team of volunteers● Selected to represent aquarium on a service trip to Ecuador. Conducted environmental investigations, volunteered in Amazonian communities. Presented trip research and findings in multiple public forums● Volunteered over 500 hours, specialized in visitor service and leading exhibit demonstrations to large audiences Show less
- RK Diversified Entertainment Inc.
  Jul 2018 - Sept 2018
  Employee
  ● Determined labor and equipment needs and scheduling for large-scale events, with attendance of 10,000+● Constructed stages and lights for concerts and events- quickly learned industry compliance and safety standards
- Fukagawa stark and associates
  Jul 2019 - Aug 2020
  Intern
  ● Provided exceptional customer service to a client base of over 500- Built client relationships through managing reception and daily phone traffic, and responding to client questions regarding accounts, platforms, and documents ● Analyzed current investment portfolios and recommended reallocation strategies based on market data and research from calls with fund analysts. Responsible for portfolio model implementation for 15 models and maintenance in Morningstar, Riskalyze, and Fi360 analytics platforms ● Managed and maintained client data entry from reviews and trade activity into ClientWorks and Redtail platforms to create data consistency. This improved office efficiency by allowing for remote working opportunities Show less
- Sushi Seoul
  Jul 2021 - Sept 2021
  Food Server
  Responsible for providing a high-caliber experience, a relaxing seating and dining atmosphere, and exceptional customer service to over 150 diners at one of Eugene’s most popular restaurants
- Northwestern Mutual
  Oct 2022 - Apr 2023
  Registered Representative
- Independent Financial Group, LLC
  Apr 2023 - now
  - Wealth Management Advisor
    Nov 2023 - now
  - Financial Advisor Associate
    Apr 2023 - now
Licenses & Certifications
- Certified Professional, Life and Health Insurance Program (CPLHI)
  Northwestern Mutual
  Sept 2022
- Series 6
  Northwestern Mutual
  Feb 2023
- Series 66
  FINRA
  Sept 2023
- Series 7
  Independent Financial Group, LLC
  Jul 2023