Jonathan Osmun

Experience

• 

  Mooselax Lacrosse Club

  Jun 2021 - Aug 2023

  Lacrosse Coach
• 

  American Portfolios

  Jul 2022 - Aug 2022

  Summer Intern

  - Entered new client information from Excel spreadsheet into Salesforce CRM.- Assisted in designing new hire financial advisor bios for APFS website.- Collaborated with intern team members to create a client service inbound call script for proper responses to commonly asked questions.- Created an instruction document for financial advisors outlining how to open a Unified Managed Account through the APFS website.

• 

  Rust & Gold

  Jun 2023 - Aug 2023

  Barback
• 

  Raymond James

  Jun 2023 - Aug 2023

  Summer Intern

  -Assist with answering phones, directing calls to appropriate personnel, taking messages and assisting with general inquiries.-Support the team with various daily clerical and administrative related data entry.-Assist with imaging and filing of documents, plus other miscellaneous projects, as needed.-Gain exposure to SEC financial reporting and government contract compliance requirements.-Support performance and key initiatives to help drive growth and profitability.-Cold call 150 new business prospects daily, both personal and commercial, utilizing firm developed script.-Set up appointments for advisors to discuss clients' current financial situation. Weniger anzeigen

• 

  Harbor Investment Advisory, LLC

  Jul 2024 - now

  Client Relationship Manager
• 

  Loyola Blakefield

  Feb 2025 - now

  Assistant JV Lacrosse Coach