Jacob Lyle
Vice President at MSU Wealth Management Association- Claim this Profile
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Topline Score
Bio
Credentials
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The Securities Industry Essentials (SIE) exam
FINRASep, 2022- Oct, 2024
Experience
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MSU Wealth Management Association
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United States
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Financial Services
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1 - 100 Employee
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Vice President
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Jul 2023 - Present
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Director Of Recruiting
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Mar 2022 - Aug 2023
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Spartan Journal Contributor
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Feb 2021 - Apr 2022
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Plante Moran
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United States
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Accounting
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700 & Above Employee
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Financial Advisor Intern
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Jan 2023 - Present
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Michigan State University
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United States
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Higher Education
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700 & Above Employee
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Intramural Sports Supervisor
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Aug 2022 - Present
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Michigan High School Athletic Association
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United States
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Spectator Sports
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1 - 100 Employee
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Basketball Official
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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.
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Clark Logic
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United States
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Transportation, Logistics, Supply Chain and Storage
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1 - 100 Employee
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Supply Chain Intern
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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.
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Financial Advisor Summer Intern
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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.
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Youth Sports Camp Director
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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.
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Education
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Michigan State University - Eli Broad College of Business
Bachelor's degree, Finance and Financial Management Services -
Kalamazoo Central High School
High School Diploma