Jacob Lyle

Vice President at MSU Wealth Management Association
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Contact Information
us****@****om
(386) 825-5501
Location
Kalamazoo, Michigan, United States, US

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Credentials

  • The Securities Industry Essentials (SIE) exam
    FINRA
    Sep, 2022
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • Jul 2023 - Present

    • Director Of Recruiting
      • Mar 2022 - Aug 2023

    • Spartan Journal Contributor
      • Feb 2021 - Apr 2022

    • United States
    • Accounting
    • 700 & Above Employee
    • Financial Advisor Intern
      • Jan 2023 - Present
    • United States
    • Higher Education
    • 700 & Above Employee
    • Intramural Sports Supervisor
      • Aug 2022 - Present
    • United States
    • Spectator Sports
    • 1 - 100 Employee
    • Basketball Official
      • Dec 2021 - Present

      -Served as a referee for both male and female matches, ensuring that the rules would be followed to enhance a safe and competitive playing field. -Confer with other sporting officials, coaches, players, and facility managers in order to provide information and discuss problems. -Communicated rule infractions to players, coaches, and members of the team. -Served as a referee for both male and female matches, ensuring that the rules would be followed to enhance a safe and competitive playing field. -Confer with other sporting officials, coaches, players, and facility managers in order to provide information and discuss problems. -Communicated rule infractions to players, coaches, and members of the team.

    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 1 - 100 Employee
    • Supply Chain Intern
      • May 2022 - Aug 2022

      -Communicated with tenants and Clark Logic employees to perform project management tasks on 65 different industrial and commercial sites. -Conducted market research, identified and evaluated potential opportunities, and performed various site visits. Closed on 1 commercial property and 2 industrial properties during time there. -Assisted President/Owner with meetings and scheduling on day-to-day operations. -Communicated with tenants and Clark Logic employees to perform project management tasks on 65 different industrial and commercial sites. -Conducted market research, identified and evaluated potential opportunities, and performed various site visits. Closed on 1 commercial property and 2 industrial properties during time there. -Assisted President/Owner with meetings and scheduling on day-to-day operations.

    • Financial Advisor Summer Intern
      • Apr 2021 - Jul 2021

      -Analyzed client financial information to develop personalized strategies to meet their financial objectives. -Created financial plans for clients by examining risk tolerance using various software applications. -Performed various administrative tasks, completed financial market research, and identified as well as communicate potential clients and business partners. -Analyzed client financial information to develop personalized strategies to meet their financial objectives. -Created financial plans for clients by examining risk tolerance using various software applications. -Performed various administrative tasks, completed financial market research, and identified as well as communicate potential clients and business partners.

    • Youth Sports Camp Director
      • Feb 2018 - Jan 2021

      -Established a safe and fun environment for the camp participants by having a positive attitude and being engaged. -Provided training direction, encouragement, motivation, and advice to prepare athletes for games and competitions. -Collaborated with overseeing directors on continuing improvements of camp functionality. -Established a safe and fun environment for the camp participants by having a positive attitude and being engaged. -Provided training direction, encouragement, motivation, and advice to prepare athletes for games and competitions. -Collaborated with overseeing directors on continuing improvements of camp functionality.

Education

  • Michigan State University - Eli Broad College of Business
    Bachelor's degree, Finance and Financial Management Services
    2021 - 2024
  • Kalamazoo Central High School
    High School Diploma
    2016 - 2020

Community

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