Jack Silverman

Wealth Management Shadowing Experience at TQM Wealth Partners
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Contact Information
Location
New York City Metropolitan Area
Languages
  • Spanish Limited working proficiency
  • English Native or bilingual proficiency

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Bio

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Credentials

  • Bloomberg Market Concepts
    Bloomberg
    Jan, 2023
    - Oct, 2024
  • First aid & Oxygen Certified
    YMCA
    Jun, 2023
    - Oct, 2024
  • YMCA Lifeguard Certified
    YMCA
    Jun, 2023
    - Oct, 2024
  • CPR & AED
    YMCA
    Jun, 2023
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Shadowing Experience
      • Jul 2023 - Present

      Shadowed a team of financial advisors to learn more about the industry and obtain a better understanding of financial planning, asset allocation, and asset management. Shadowed a team of financial advisors to learn more about the industry and obtain a better understanding of financial planning, asset allocation, and asset management.

    • United States
    • Education Administration Programs
    • 200 - 300 Employee
    • Lehigh University Mentor
      • Jul 2023 - Present

      Paired with an incoming freshman acting as a mentor to help them acclimate to life at Lehigh University. Paired with an incoming freshman acting as a mentor to help them acclimate to life at Lehigh University.

    • United States
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Lifeguard
      • Jun 2023 - Present

      Work at a pool in a team of lifeguards assuring safety for all swimmers. Work at a pool in a team of lifeguards assuring safety for all swimmers.

    • Non-profit Organizations
    • 700 & Above Employee
    • Camp Counselor
      • Jun 2021 - 2023
    • Notetaker and organizer
      • Jan 2017 - Jan 2022

Education

  • Lehigh University
    Bachelors of Science, In Business and Economics
    2022 - 2026
  • Somers Senior High School
    3.9 GPA
    2019 - 2022

Community

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