Jeremy W.

Co-Founder

394 followers

Mandeville, Louisiana, United States

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Timeline
About me
Vice President- Investments, Private Client Adviser
Education
- Louisiana Scholars' College
  1996 - 1998
  Liberal Arts
  The designated Honors College in Louisiana, located at Northwestern State University in Natchitoches, La.
- Tulane University - A.B. Freeman School of Business
  2013 - 2015
  Master of Business Administration (M.B.A.) Executive Masters of Business Administration, Finance Concentration
- University of New Orleans
  1999 - 2002
  Bachelor’s Degree Business Administration, Management, Marketing
- Northwestern State University
  1996 - 1998
  Activities and Societies: Elected Student Council Representative, Development board member for new Student Activity Center, member of Theta Chi Fraternity, Intramural soccer
Experience
- HotLocalMusic
  Jan 2002 - Jan 2005
  Co-Founder
  Company Duties: Business DevelopmentTrainingSales, pricing, negotiationProduct DevelopmentProject ManagementUser ExperienceLive & Recorded Event Planning and ProductionSales CampaignsInitiated B2B and B2C sales campaigns
- Ameriquest Mortgage Company
  Jan 2005 - Jan 2006
  Account Executive
  President's Club - 2006
- Wachovia, A Wells Fargo Company
  Jan 2006 - Jan 2007
  Financial Specialist
  • Excellent leadership & communication skills, verbal and written• Client prospecting, development, retention, and referral sourcing• Motivated team-player, anxious to perform at my best, among the best• Consultative sales approach. Uncovering needs and matching with benefits• Conceptual Selling / Sales of Intangibles / Creation of Customer Value Proposition• Business to Business sales, C-suite and management presentation, Affluent Client sales• Highly trainable and eager to learn, in addition to aptitude in teaching best practices to others• Analytical / problem-solver mentality, mixing quantitative process with qualitative understanding• Adaptable to use of technology, multiple product lines, dynamic situations, and diversity of clients• Competitive, while also team-player, encouraging success through shared technique and knowledge Show less
- Countrywide Full Spectrum Lending
  Jan 2007 - Jan 2007
  Mortgage Specialist
- Bank, NA
  Dec 2007 - Aug 2020
  - VICE PRESIDENT - INVESTMENTS, FINANCIAL ADVISOR
    Nov 2017 - Aug 2020
  - ASST. VICE PRESIDENT, PRIVATE CLIENT BANKER
    Oct 2014 - Nov 2017
  - Manager on Duty
    Jan 2013 - Nov 2017
  - Relationship Banker, Small Business Specialist.
    Dec 2007 - Nov 2017
- Bank, N.A.
  Aug 2020 - now
  VP Investments, Private Client Adviser
Licenses & Certifications
- NMLS
  Nationwide Mortgage Licensing System
  Mar 2005
- Series 7
  FINRA (Financial Industry Regulatory Authority)
  Dec 2017
- Series 6
  Financial Industry Regulatory Authority (FINRA)
- Life and Health Insurance
  Louisiana Department of Insurance
- Series 66
  FINRA (Financial Industry Regulatory Authority)
  Nov 2017
Volunteer Experience
- Financial Education for Students
  Issued by Junior Achievement of Greater New Orleans
  Associated with Jeremy W.
- Co-Founder / Board Director / Head Coach
  Issued by NorthShore Robotics- A Non-Profit Organization on Apr 2020
  Associated with Jeremy W.
- Robotics Mentor / Certified Coach
  Issued by Team Pel-I-can - Vex IQ Robotics on Jan 2018
  Associated with Jeremy W.
- Assisting those affected by Hurricane Sandy
  Issued by Operation HOPE on Jan 2013
  Associated with Jeremy W.