Jock Zollinger

Experience

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  Zollinger Builders

  Jun 2018 - now

  Create P&L statements, estimate vs actual statements, and yearly and quarterly strategic plans.Continue producing CAD drawings at a greater efficiency.Assemble a weekly financial report consisting of the year to date bills.Maintain a live WIPAA Statement for internal use. Coordinate strategic meetings with the company to assess our company goals.Construct CAD drawings and create floor plans for customer use. Manage the office in an organized state. Maintained cleanliness at the current job sites.Readily available to take on many tasks such as reroofing, demolition, building decks, installing cabinets, installing flooring, interior and exterior painting, etc.

  • Financial Manager

    Jan 2024 - now

  • Office Manager

    Aug 2020 - Dec 2023

  • Construction Worker

    Jun 2018 - Aug 2020
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  Student Painters

  Jun 2020 - Aug 2020

  House Painter
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  Regal

  Oct 2021 - Dec 2021

  Usher/Concessions

  Maintained a clean work environment while also assisting customers toward their designated movie.Customer facing experience through ticket and concession sales. Managed petty cash at the register through the POS system.

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  Liberty University

  Sept 2022 - Dec 2022

  Intramural Basketball Referee

  Maintained a cooperative environment with students and the game of basketball by enforcing the rules of the game while in play. Set up and tore down the equipment needed in the gymnasium for each night of play.

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  Amplified Planning

  Jun 2023 - Aug 2023

  Financial Planning Extern

  Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning.Watched real client meetings, conducted financial analyses, and developed client deliverables.Gained experience using Asset-Map and Redtail CRM which included live sessions with representatives from each company.Learned planning perspectives and best practices from 50+ industry experts. Show less

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  Center for Financial Literacy - Liberty University

  Aug 2023 - Dec 2023

  Peer Financial Coach

  Lead client meetings regarding personal finances utilizing SharePoint for focus driven client meetings.Analyze feedback from clients and co-coaches to best understand strategies and develop client focused solutions.Direct schedules for client meetings between clients and co-coaches enabling the best use of time and resources.Plan and develop for client meetings through the use of surveys prior to meeting creating optimal strategies.Collaborated with fellow peer coaches in Roundtables participating in events focused on biblical principles. Show less

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  Modera Wealth Management

  Jun 2024 - now

  Planning Associate