Jake Schmidt
Financial Services Professional at LPL Financial
- Role
- Financial Services Professional at LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jake Schmidt
I am a dedicated and hardworking undergraduate student, currently pursuing a degree in marketing strategy. I enjoy and thrive in a team setting, and seek to be a leader in everything I do. I am extremely goal-oriented and possess a strong work ethic to achieve those goals. As of right now, I am actively looking for positions and companies in different areas to pursue my marketing and sales career when I graduate in May of 2024.
Experience
Financial Services Professional
Oct 2024 — Present · Fort Mill, SC, US
Acted as the primary liaison for new accounts and account transfer departments, managing a high volume of inbound inquiries and delivering end-to-end support for both routine account questions and complex financial transactions-Utilize critical thinking skills to resolve issues in real-time, ensuring advisors and client satisfaction, and fostering strong relationships with advisors-Conduct detailed research and navigate various databases to provide accurate solutions for our clients
Education
University of North Carolina Wilmington
Bachelor of Business Administration - BBA
2020 — 2024
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