Jackson Milkanin
Wealth Management Intern at Three Creeks Capital Management- Claim this Profile
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Bio
Experience
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Three Creeks Capital Management
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United States
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Financial Services
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Wealth Management Intern
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May 2023 - Present
Collaborate with a small team to assist clients in reaching their retirement goals via investment and estate strategies. Aggregate and organize data in Excel to present to management. Analyze portfolio risk using third-party risk modeling software to devise optimal investing solutions. Participate in meetings with both current and potential clients. Collaborate with a small team to assist clients in reaching their retirement goals via investment and estate strategies. Aggregate and organize data in Excel to present to management. Analyze portfolio risk using third-party risk modeling software to devise optimal investing solutions. Participate in meetings with both current and potential clients.
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Office of Student Life - The Ohio State University
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United States
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Higher Education
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100 - 200 Employee
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Student Facility Coordinator
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Mar 2023 - Present
Observe and report on the operations of all four satellite facilities across campus, assist in scheduling for weekend shifts, create training programs for new hires and promoted managers, and be a friendly-face to provide support for a staff of over 150 student workers.
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Facility Manager
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Jan 2022 - Mar 2023
Provide outstanding customer service, move weight room equipment, and sanitize machines daily.
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Facility Assistant
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Jan 2022 - Apr 2022
Monitored patron sign-ins, completed cleaning tasks, provided first-aid, ensured following of facility policy.
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Parlay Sporting Club + Kitchen
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United States
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1 - 100 Employee
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Bar Back
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Apr 2023 - Present
Provide support to a team of 3+ bartenders at one of the highest volume bars in the city. Provide support to a team of 3+ bartenders at one of the highest volume bars in the city.
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The Library Bar
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United Kingdom
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Bar Back
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Apr 2023 - Jul 2023
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Dad's Car Care Center
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United States
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Consumer Services
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1 - 100 Employee
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Salesperson
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Nov 2020 - Jul 2022
• Implemented strategies and promotions to boost monthly pass sales, informed customers on membership programs to maximize passive revenue, and aided the location in becoming the highest selling of five stores • Provided timely and detailed cleaning of an average of 45 automobiles per hour or over 500 cars per day • Answered customer telephone calls and communicated the scheduling of detail appointments with other locations • Implemented strategies and promotions to boost monthly pass sales, informed customers on membership programs to maximize passive revenue, and aided the location in becoming the highest selling of five stores • Provided timely and detailed cleaning of an average of 45 automobiles per hour or over 500 cars per day • Answered customer telephone calls and communicated the scheduling of detail appointments with other locations
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Education
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The Ohio State University Fisher College of Business
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Jackson High School
4.9 (Weighted)