Summary
Overview
Work History
Education
Skills
Timeline
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Jackson Ford

Union,KY

Summary

Knowledgeable MBA candidate and Financial Economics graduate with experience in banking, financial analysis, and client relationship management. Supported personal and business banking operations, conducted financial reviews, and assisted in strategic planning through co-ops at First Financial Bank, Northwestern Mutual, and Mount St. Joseph University. Demonstrated strong analytical, problem-solving, and communication skills to enhance client satisfaction and support organizational goals.

Overview

5
5
years of professional experience

Work History

College Financial Representative

Northwestern Mutual
05.2025 - Current
  • Educated individuals and families on risk management, life insurance, disability insurance, and investment planning strategies
  • Built prospect lists and conducted client meetings to assess financial goals and provide tailored solutions
  • Gained proficiency in financial planning software and CRM tools
  • Participated in weekly sales training, mentorship, and performance reviews to sharpen client engagement and professional skills

Bank Advocate

First Financial Bank
07.2023 - 08.2024
  • Resolve customer issues such as online banking issues, statement reviews, and opening bank accounts through account research and utilization of support materials and resources
  • Perform customer account transactions and maintenance activities accurately
  • Review Financial statements and perform accounting procedures

Overnight Deli Associate

Kroger Co.
03.2020 - 07.2023

Education

Master of Business Administration -

Mount St. Joseph University
Cincinnati, OH
05.2026

Bachelor of Science - Financial Economics

Mount St. Joseph University
Cincinnati, OH
05.2025

Skills

  • Client relationship building
  • Property and casualty insurance
  • Cash flow management
  • Mutual funds
  • Document filing
  • Document review
  • Analytical reasoning
  • Client representation
  • Collaboration and teamwork
  • Case management

Timeline

College Financial Representative

Northwestern Mutual
05.2025 - Current

Bank Advocate

First Financial Bank
07.2023 - 08.2024

Overnight Deli Associate

Kroger Co.
03.2020 - 07.2023

Bachelor of Science - Financial Economics

Mount St. Joseph University

Master of Business Administration -

Mount St. Joseph University

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Jackson Ford