Jack Armstrong

About

A second-year student at Bentley University with an interest in Economics. Detail oriented and quality-driven, maintaining consistency and responsibility in fast-paced environments. Long-term goal of contributing to a collaborative environment. Active member of the Bentley Investment Group and Bentley Ski and Snowboard Club. Accomplishments include receiving an award for Student of the Week at Oregon Business Academy, placing 2nd in the annual NABA Business Case Competition Bowl, and maintaining bilingual skills in English and Spanish.

Experience

• Wealth Management Intern · Bridgetown Wealth Management05-01-2025 – 08-01-2025

  Conducted 10 periodic performance monitoring reports for the investment committee with approximately $500M AUM through an Excel-based workflow, and reviewed internal procedures aligned with FINRA and compliance practices. Completed data validation projects with the focus of operational efficiency, client satisfaction and client referral/retention rates. Maximized precision in client records by validating and updating the CRM data through cross-referencing internal sources, sat in on 20+ client meetings in different stages of the FP&A process.

• Summer Intern · Oregon Business Academy07-01-2023 – 08-01-2023

  Being a part of a team where we created a business plan; simulate decision-making impact on profits; pitched idea to community business panel. Developing the understanding of terms and business variables used and evaluated in the workplace. Attended multiple workshops of community business owner's like Jordan Papé and other local CEO's.

• Warehouse Associate · Adventure Wagon06-01-2022 – 07-01-2023

  Quality control and transporting parts, as well as sorting and packaging these parts. Occasional customer service and market analysis. High pressure environment with emphasis on efficiency and consistency.

Education

• Bentley UniversityBachelor of Science - BS, Economics-Finance
• Central Catholic High School - PortlandHigh School Diploma
• Bentley UniversityBachelors Degree, Economics-Finance

Similar talent on Pangea

Aparna T.Economics-Finance Student at Bentley UniversityBedford, NHBenjamin V.Aspiring Corporate Finance and Accounting Major at Bentley UniversityBoston, MATerrence X.Finance Major and Aspiring Financial AnalystXander M.Business Student | Finance & Accounting Coursework | Customer Service & Mentorship ExperienceWaltham, MA