Jake Krominga

Experience

• 

  U.S. House of Representatives

  Aug 2010 - Dec 2010

  Intern

  • Conducted legislative research on bill topics including healthcare and energy issues• Answered and drafted responses to constituents phone, mail and e-mail queries • Assisted staff members on special projects by researching local and national events • Guided constituents on tours of the United States Capitol

• 

  Denton County, Texas

  Jan 2011 - Jan 2012

  Deputy Clerk - District Clerk's Office

  • Recorded all legal documents filed with the District Courts. • Assists attorney and citizens with any questions regarding record keeping. • Issued citations, notices and restraining orders for civil and criminal cases. • Performed record searches for attorneys and citizens. • Performed jury administration duties by sending out jury summons, updating prospective juror information and answering questions.

• 

  Goldman Sachs Ayco Personal Financial Management

  Jan 2015 - Jan 2018

  Senior Financial Planner

  • Managed the maintenance of complex, high net worth client relationships and led the development of new client relationships to determine goals and implement wealth/investment management plans.• Oversaw and developed 3 Financial Analysts and 4 Administrative Assistants to ensure client objectives were achieved. • Developed goals-based asset allocation for new and existing clients, which involved comprehensive analyses of clients’ current financial situations and determining short-, medium-, and long-term goals. • Led weekly meetings, delegated daily tasks, and communicated client information to Account Managers. • Monitored and reviewed existing client portfolios and proactively determined additional financial products or services including estate planning, life insurance, annuities, and mortgages. • Created tax projections, cash flow models and other exhibits necessary for client meetings. • Prepared and reviewed over 150 federal and state level income tax returns.• Coordinated asset transfers for clients including the buying and selling of stocks, bonds and mutual funds. • Gained extensive knowledge of the employee benefit plans for many of the Fortune 500 companies in order to help clients make annual elections and identify potential tax and investment planning opportunities. Key Accomplishments• Received the “2017 Associate of the Year” award. • Received the “2016 Investment Challenge Rookie of the Year” award. • Awarded clients in less than 3 years, when the average is between 5 and 7. • Collaborated with account managers to help identify ways to make the team more efficient and productive; utilized technology and streamlining of processes we were recognized as one of the most effective teams companywide. Show less

• 

  Goldman Sachs Ayco Personal Financial Management

  Jan 2019 - Jan 2019

  Director - Wealth Strategies Group

  • Provided financial counseling and tax planning/preparation services to C-suite Executives and high-net worth individuals; determined goals and implemented wealth/investment management plans.• Attended meetings and joined calls to educate clients and account managers on the different insurance products available in the market in an effort to determine the best fit for the client’s financial needs.• Organized and led bi-weekly trainings 35 Financial Planners to discuss current market trends, how to identify potential clients, and risk management techniques. • Performed quarterly/annual client reviews to ensure clients were properly covered and goals were achieved. • Developed goal-based asset allocation for new and existing clients, which involved a comprehensive analysis of each client’s current financial situation and determined short-, medium-, and long-term goals. • Implemented investment strategies, enforced compliance of all regulatory requirements and ensured that account documentation and administrative activities were in compliance with requirements. • Collaborated with the SVP to review progress towards annual financial goals; adjusted accordingly. Key Accomplishments• Developed curriculum that became the new Risk Management Training Guide and was implemented in all regions companywide. • Tracked at 24% ahead of annual target premium goal. • Recognized by Senior Leadership for having the strongest performance YTD in the history of the Wealth Strategies Group. Show less

• 

  MBO Partners (PwC Managed Review)

  Jan 2020 - Jan 2021

  Consultant
• 

  JPMorgan Chase & Co.

  Jun 2021 - now

  Wealth Planning Consultant