Jared Halbrook

Experience

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  Viral Trends NY

  Apr 2021 - Jun 2023

  Retail Lead and Sales Associate

  Retail Lead & Associate- Provided outstanding customer service in a fast-paced environment- Demonstrated outstanding leadership and communication skills- Assisted with inventory management

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  The Last Stand

  Feb 2022 - Jun 2023

  Shift Lead Manager

  Shift Lead Manager-Supervised employees during the shift and ensured outstanding customer service-Assisted with inventory management, leadership, and digital marketing

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  Chemung Canal Trust Company

  May 2024 - Aug 2024

  Administrative Assistant

  Administrative AssistantKey Responsibilities: • Coordinated due diligence opportunities, ensuring accuracy and compliance of financial products. • Conducted financial audits to resolve discrepancies, enhancing accountability. • Collaborated across bank departments, improving cross-functional teamwork.Experience & Exposure: • Explored diverse financial areas: Certified Financial Services, Commercial Lending, Business Services, Wealth Management, and Marketing. • Implemented due diligence processes, participated in client calls, and analyzed financial data sets like market trends.Key Achievements: • Earned a certification in Asset Management (ABA accredited), completing 16 credit hours across 13 courses. • Networked and engaged with the company culture by participating in volleyball and golf tournaments with Chemung County Chambers of Commerce. • Attended executive and cross-functional meetings, receiving mentorship from key figures within the bank. • Worked on critical tasks in Account Services & Internal Operations: account balancing, tax collections, brute force attack mitigation, and financial reporting.Gratitude & Reflection: • My team hosted a breakfast to celebrate the end of my internship—thank you for the support and collaboration. • Positive feedback during my performance review and exit interview motivates me to continue pursuing excellence and lifelong learning in my career.Looking Forward: • I’m excited to carry forward the knowledge, skills, and connections I’ve gained into the next chapter of my career. Show less

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  Callan Family Office

  Oct 2024 - Dec 2024

  Business & Transactional Analysis

  Business & Transactional Analysis InternAs a Business and Transactional Analysis Intern at Callan Family Office, I gained comprehensive experience in navigating diverse business transactions and M&A-related financial strategies. I contributed to improving operational efficiency by integrating advanced advising software, enhancing client assessment capabilities for the firm.In addition to supporting deal structuring and market evaluation, I actively participated in the Due Diligence Committee (DDC), where I conducted detailed market research on multiple cryptocurrency funds, evaluating emerging opportunities and risks in digital asset investment.I also successfully completed an institutional investing framework designed to analyze and optimize asset allocation strategies for institutional investment portfolios, aligning with best practices in institutional finance at the broadest level. This experience deepened my understanding of complex investment mechanisms, risk assessment, and strategic financial planning.This role strengthened my analytical, technical, and strategic thinking skills within a dynamic financial environment, providing a strong foundation for future roles in investments, corporate finance, and advisory services. Show less