Jacob Christian

Experience

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  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

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  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

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  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

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  Pathstone

  Jul 2024 - now

  Associate