Caleb Jacobson
Financial Planner at Silver Oak Financial- Claim this Profile
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Bio
Experience
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Silver Oak Financial
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Financial Services
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1 - 100 Employee
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Financial Planner
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May 2023 - Present
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Walt Disney World
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United States
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Entertainment Providers
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700 & Above Employee
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Disney College Program, Roamer
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Jan 2022 - Jul 2022
• Collaborated with managers from several different areas of the hotel to maximize guest satisfaction • Implemented a new system that allowed for linen to be moved and packed in a more efficient manner • Trained incoming roamers in several different positions, such as bell services, food service, etc. • Collaborated with managers from several different areas of the hotel to maximize guest satisfaction • Implemented a new system that allowed for linen to be moved and packed in a more efficient manner • Trained incoming roamers in several different positions, such as bell services, food service, etc.
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Pitt Butter Company
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Pittsburgh, Pennsylvania, United States
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Volunteer Consultant, Student CFO
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Feb 2021 - Dec 2021
• Conducted market analysis of the butter industry in the Pittsburgh area and throughout the nation • Formulated the supply chain logistics that consist of delivery routes, minimum order requirements, etc. • Drafted a business plan highlighting company description, financial projections, budgets, etc. • Conducted market analysis of the butter industry in the Pittsburgh area and throughout the nation • Formulated the supply chain logistics that consist of delivery routes, minimum order requirements, etc. • Drafted a business plan highlighting company description, financial projections, budgets, etc.
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The First Mile
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United States
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Air, Water, and Waste Program Management
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1 - 100 Employee
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International Supply Chain Management Intern
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May 2021 - Aug 2021
• Met weekly with impact managers in Haiti, Honduras, and Taiwan to discuss the latest in each country • Created a database of over 200 potential companies that First Mile could partner with in the future • Met weekly with impact managers in Haiti, Honduras, and Taiwan to discuss the latest in each country • Created a database of over 200 potential companies that First Mile could partner with in the future
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Education
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University of Pittsburgh
Bachelor of Business Administration - BBA, Finance -
University of Pittsburgh College of Business Administration
Bachelor of Business Administration - BBA, Finance, General