Jack McCarthy

Jack McCarthy

Recruitment Chairman

Followers of Jack McCarthy1000 followers
location of Jack McCarthySeattle, Washington, United States

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  • Timeline

  • About me

    Account Manager

  • Education

    • Skyline High School

      2013 - 2017
    • University of Washington - Michael G. Foster School of Business

      2017 - 2021
  • Experience

    • Beta Theta Pi

      Jan 2019 - Sept 2019
      Recruitment Chairman

      - Coordinated weekly events and communicated with over 450 incoming freshman to form the 2019 Pledge Class of Beta Theta Pi- Responsible for managing a $25,000 budget- Elected by 115 chapter members

    • MassMutual Northwest

      Jun 2020 - Mar 2021
      Financial Planning Intern

      - Assisted the head of the financial planning department in building financial snapshots and risk-management profiles for new clients- Analyzed clients' financial documents for discrepancies and irregularities- Grew my knowledge of the financial world through several different workshops with certified financial planners and advisors

    • Expeditors

      Oct 2021 - now

      - Proficient in leveraging CRM software to oversee account assets, plan meetings, drive sales opportunities, and implement value-added solutions- Adept in curating and managing a Customer SharePoint suite, including global SOP development and maintenance- Skilled in providing customer-centric data solutions encompassing volume trends, spending analysis, and supply chain insights using Excel, SQL, and PowerBI- Expertly coordinate cross-functional teams and products to ensure seamless day-to-day customer interactions and satisfaction Show less - Gather requirements from customers, account managers, and other stakeholders to define needs and scope of projects- Communicate potential solutions to account managers based on customer requests- Create reports using SQL queries to pull data from multiple databases then organize in Style Studio to be exportable to Excel- Develop dashboards in Power BI and Visual Composer to visualize strategic initiatives such as cost savings and performance- Utilize Excel Power Query to further analyze and manipulate data sets to become useful to the user Show less

      • Account Manager

        Mar 2023 - now
      • Business Analyst

        Oct 2021 - Aug 2023
  • Licenses & Certifications

    • Series 65

      FINRA
      Dec 2024
    • Securities Industry Essentials (SIE)

      FINRA
      May 2023
    • Bloomberg Market Concepts

      Bloomberg LP
      Apr 2021
  • Volunteer Experience

    • Volunteer Assistant

      Issued by Ryther Child Center on Sept 2017
      Ryther Child CenterAssociated with Jack McCarthy