Caleb Jacobson

Financial Planner at Silver Oak Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Pittsburgh, Pennsylvania, United States, US

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • May 2023 - Present

    • United States
    • Entertainment Providers
    • 700 & Above Employee
    • Disney College Program, Roamer
      • 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.

  • Pitt Butter Company
    • Pittsburgh, Pennsylvania, United States
    • Volunteer Consultant, Student CFO
      • 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.

    • United States
    • Air, Water, and Waste Program Management
    • 1 - 100 Employee
    • International Supply Chain Management Intern
      • 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

Education

  • University of Pittsburgh
    Bachelor of Business Administration - BBA, Finance
    2019 - 2023
  • University of Pittsburgh College of Business Administration
    Bachelor of Business Administration - BBA, Finance, General
    2019 - 2023

Community

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