Jake Richardson

Jake Richardson

Counselor

Followers of Jake Richardson963 followers
location of Jake RichardsonDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    MBA Candidate | Finance and Business Analytics

  • Education

    • Auburn University Harbert College of Business

      2020 - 2024
      Bachelor of Science in Business Administration Finance; Business Analytics
    • Auburn University Harbert College of Business

      2024 - 2025
      Masters in Business Administration
  • Experience

    • Kanakuk

      Jun 2020 - Jul 2020
      Counselor
    • Auburn University

      Jan 2022 - Jul 2022
      Camp War Eagle Orientation Leader

      • Assisted in class registration, campus familiarity, and knowledge about the university • Mentored groups of 11-13 freshman for 2 days for 11 sessions• Developed innovative ways of leading to help boost morale and ease nerves• Researched thoroughly information for campus tours, information about the university, and questions

    • Auburn University Harbert College of Business

      May 2022 - May 2024
      Student Assistant - Graduate Programs

      • Coordinate office logistics related to Executive MBA material, all carried out under strict deadlines• Enhance interpersonal skills through liaising with clients, both at the front desk and over the phone• Represent the Executive MBA program at various social functional and dinners when students are on campus• Utilize Microsoft Excel to perform various administrative tasks

    • Northwestern Mutual

      May 2023 - Aug 2023
      College Financial Representative

      • Achieved and surpassed sales targets, earning recognition with an all-expense-paid trip to the annual company meeting in Milwaukee, WI to see the corporate office• Prospected potential clients using CRM software through effective lead generation strategies • Collaborated with senior Wealth Managers to develop and execute strategic financial planning discussions • Ranked #5 nationwide on Vault’s Top Ten Internships and #1 in the financial services industry

    • Auburn University

      May 2024 - Aug 2024
      Advancement Intern

      • Researched Fundraising Campaign information of other institutional advancement teams alongside other interns to present findings to Senior Leadership • Utilized database and CRM software to schedule donor visits• Participated in several units, including Harbert College of Business, Student Affairs, and Portfolio Management

  • Licenses & Certifications

    • Life and Health Insurance License

      Texas Department of Insurance
      Jun 2023
    • Microsoft Excel Expert (Microsoft 365 Apps and Office 2019)

      Microsoft
      Dec 2021
      View certificate certificate
  • Honors & Awards

    • Awarded to Jake Richardson
      Deans List 2020 - Dec 2020
  • Volunteer Experience

    • Head of Skits, Gospel Speaker

      Issued by Camp Agape on Apr 2022
      Camp AgapeAssociated with Jake Richardson
    • College Intern

      Issued by Grace Auburn on Aug 2022
      Grace AuburnAssociated with Jake Richardson