Jazz Scott
Benton,AR
Summary
Highly-enthusiastic professional, who embraces and supports a company's mission. Motivated with a desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Ready to join a team or company to help, learn and grow with.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Investment Advisor
Stifel
09.2023 - Current
- Analyze market trends and economic data to make informed recommendations for clients'' portfolios.
- Assist over 200 clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Develop strong relationships with clients, resulting in increased trust and long-term business growth.
- Maintain a strong network of industry professionals to exchange ideas, market insights, and potential investment opportunities.
- Assist clients with budgeting and cash flow management.
- Devise comprehensive financial plans for clients to achieve short and long-term financial goals.
Executive Sales/Operations Analyst
Crews & Associates, Inc
01.2020 - Current
- Identify areas for improvement and implement new processes to enhance overall company quality and performance.
- Deliver strategic forecast reports and related analytics explaining key trends that will help the company be successful.
- Balance and maintain the company’s FED and DTC banks, daily.
- Conduct market research to identify selling possibilities and evaluate customer needs.
- Cultivate strong professional relationships with over 50 industry partners and create focused campaigns to drive business development.
- Listen to customer needs to identify and recommend the best services.
Depository Control Analyst
Stephens Inc
01.2016 - 01.2020
- Analyzed issues and recommended corrective actions to improve company results
- Settled over 1,000 trades per day
- Participated in technical trainings and workshops to improve skills set and boost overall knowledge.
- Assessed data and information to check entries, calculations and billing codes for accuracy.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Assisted internal accounting team in checking financial statements for accuracy to produce reliable reports.
Management Trainee
Enterprise Rent-A-Car
01.2014 - 01.2016
- Resolved customer issues efficiently to build loyalty.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Credited and awarded for contributing to branch office’s revenue and sales growth over a six month review period
- Incorporated business and marketing skills to help branch and attract the highest volume of customers per capita in the region within 3 months.
- Improved management skills by participating in rigorous training programs and workshops.
Education
Master of Administration -
Henderson State University
Arkadelphia, AR05.2012
BBA - Management
Henderson State University
Arkadelphia, AR10.2010
Skills
- Supervision & Leadership
- Team Management
- Team Building
- Customer Relationship Management
- Cross-Functional Communication
- Data Entry and Research
- Critical and Analytical Thinking
- Reliable & Trustworthy
- Problem-solving skills
- Creative Thinking
- Verbal and written communication
Certification
SIE (Securities Industry Essentials)
Series 7
Series 63
Series 65
Timeline
Investment Advisor
Stifel
09.2023 - Current
Executive Sales/Operations Analyst
Crews & Associates, Inc
01.2020 - Current
Depository Control Analyst
Stephens Inc
01.2016 - 01.2020
Management Trainee
Enterprise Rent-A-Car
01.2014 - 01.2016
Master of Administration -
Henderson State University
BBA - Management
Henderson State University
SIE (Securities Industry Essentials)
Series 7
Series 63
Series 65
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