Jesse Golik Meineke is a highly qualified expert, who works in Integra Financial on the position of Wealth Management Intern from 2017. Jesse Golik Meineke has earned professional experience in more than four positions at various companies. Jesse Golik Meineke went to the Loyola University Chicago and got education from 2015 to 2017. Chicago, Illinois is the city, where the professional was lastly known to be located. Jesse Golik Meineke's email address and phone are accessed through this website by request.
Name variants:
Jess Meineke,
Jessie Meineke,
Jessy Meineke
Last updated May 25, 2024
Contact Information
Last Update
Jul 5, 2022
Email
je**@tfa-llc.com
Location
Chicago, IL
Company
Integra Financial
Workplace
Wealth Management Intern
Work History
Wealth Management Intern
Generated portfolio reports and reconciled client transactions using a portfolio management software (Axys).
Daily update of investment research on stocks using Excel and tools such as Low...
Jun 2017 — Mar 2018
Financial Planning Assistant
541 north Fairbanks Ct SUITE 1060, Chicago, IL 60611
Investments & Operations
Generate up to ten client investment analysis reports weekly to be used by Advisors during client meetings.
Develop investment proposals for prospective clients; ...
from Mar 2018
Deductions Analyst Intern
Verified and audited deductions to ensure they were accurate and appropriately taken.
Collected and organized deductions from multiple companies at a time.
Updated the system to match new...
May 2016 — Aug 2016
Underwriting Technician Intern
Used computer and technical skills to update, on average, 10 insurance policies daily with precision
Converted customer policies from NSI’s old system to their new system as necessary
Wor...
Jan 2015 — Aug 2015
Education
2015 — 2017
upto
Occupations
Apprentice
Professor
School Principal
Accountant
Finance and Accounting Specialist
Security
Student Worker
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Skills
Financial Analysis
Portfolio Management
Client Services
Wealth Management
Finance
Equity Trading
Financial Services
Financial Planning
Investments
Security Management
Microsoft Excel
Microsoft Access
Problem Solving
Customer Service
Training
Axys
Junxure
Return on Investment Analysis
Morningstar Direct
Communication