Jacob Christian

Jacob Christian

Busser

Followers of Jacob Christian686 followers
location of Jacob ChristianHanover, Massachusetts, United States

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  • Timeline

  • About me

    Associate at Pathstone

  • Education

    • Providence College

      2020 - 2024
      Bachelor's degree Finance, General

      Activities and Societies: Finance Society, Entrepreneurship Society, Intramural Sports

    • Boston College High School

      2016 - 2020
      High School Diploma

      Activities and Societies: National Honors Society, Hockey, Baseball, Intramural Sports

  • Experience

    • 42 Degrees North Restaurant

      May 2017 - Aug 2019
      Busser

      - Assisted the wait and bar staff by helping run food and clear tables- Responsible for 20 different tables per shift- 4:00 PM - 11:00 PM Friday through Sunday

    • REX CAPITAL ADVISORS, LLC

      Feb 2022 - May 2022
      Finance Intern

      ▪ Assisted management in conducting research and analysis to support investment decision-making processes▪ Monitored customer portfolios, including analyzing returns to ensure alignment with client objectives and risk tolerance▪ Generated financial models and utilized research tools (Bloomberg) to evaluate investment opportunities and assess risks▪ Analyzed global markets, including dissecting how the war in Ukraine impacted client portfolios

    • Citizens

      May 2023 - Aug 2023
      CBEX Intern

      ▪ Partnered with four interns on a 10-week-long Business Challenge project focused on finding a solution to enhance the experience and associated points of engagement for new accounts and establish primary relationships with Gen Z ▪ Performed research, analyzed emerging trends, and monitored the competitive landscape to develop innovative banking solutions that balanced investments in the Citizens platform and returns through increased primacy and reduced attrition ▪ Developed a multi-prong solution including a “right fit calculator” that ensured newly opened Gen Z accounts received applicable benefits, an instant virtual debit card, and an incentivized direct deposit set up to increase primacy ▪ Recommended enhancements to the Citizens mobile app, which included personalization to increase engagement▪ Served as a member of the Deposit Operations: Consumer Deposit Loan Service Team with direct responsibilities for supporting daily operations and special projects, including working on a cost-to-serve model Show less

    • Pathstone

      Jul 2024 - now
      Associate
  • Licenses & Certifications