- Reading - I am an active reader This month, I am reading "Tax-Free Wealth" by Tom Wheelwright, "How to Win Friends and Influence People" by Dale Carnegie, and Proverbs daily
- Gym Workouts - I enjoy prioritizing longevity through training in the gym and healthy dieting
- Bible Studies - I attend bible studies regularly My faith is at the center of all I do, so I value staying rooted in biblical wisdom and a believing community
Jace Koehn
Rocklin
Summary
I am an aspiring financial advisor passionate about helping individuals and businesses build lasting wealth with faith-based ethics. As a business major at Jessup University, I thrive on learning about finance, entrepreneurship, and sales. Through close mentorship from my professors, I have gained experience in cold calling, financial management, and business strategy. Beyond academics, I have four years of experience in the restaurant industry, where customer service and people skills are essential. Dale Carnegie once said, "85% of your success depends on your ability to deal with people," and I have lived that truth firsthand. In addition to my studies, I am an entrepreneur running an Amazon FBA business, where I lead a team in developing fun, safe, and educational toys for toddlers. This venture has given me real-world experience in business finance, supply chain negotiations, marketing, and hiring freelancers, allowing me to apply financial principles in a hands-on environment.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Take Out Waiter
Chicago Fire
09.2023 - Current
- With four years of experience in the restaurant industry, I have developed strong interpersonal skills, problem-solving abilities, and a customer-first mindset
- Every day, I interact with diverse individuals, assess their needs, and provide personalized service to enhance their experience
- My role requires multitasking, efficiency, and adaptability as I manage online orders, expedite food, assist bartenders, and create a welcoming environment for guests
- Through these responsibilities, I have honed my ability to build rapport, actively listen, and communicate effectively
- I thrive in fast-paced environments and enjoy fostering positive relationships, whether with customers or colleagues
- My passion for service and problem-solving will seamlessly translate into helping clients navigate financial planning with confidence and trust
Business Owner
Trusted Toys for Toddlers
01.2023 - Current
- As the founder of Trusted Toys for Toddlers, I gained firsthand experience in business finance, strategic decision-making, and client-focused problem-solving
- Running my own business has sharpened my ability to analyze financial statements, budget effectively, and make data-driven decisions to ensure long-term profitability while taking advantage of market opportunities
- I successfully built an e-commerce brand on Amazon, earning a 4.9-star rating from 28+ reviews and surpassing 1,000 unit sales
- Throughout this journey, I managed key business functions, including financial planning, supplier negotiation, intellectual property filing, and brand strategy
- I worked directly with manufacturers to design products, optimize pricing, and navigate supply chain challenges, all while overseeing business finances, marketing budgets, and revenue projections
- Beyond the numbers, I developed a strong understanding of customer needs and the importance of building trust
- I have earned trust by creating a business centered on ethics, delivering high-quality products, providing excellent customer service, and maintaining transparency in our business practices
- I am excited to bring my entrepreneurial mindset, financial knowledge, and relationship-building skills into a career in wealth management, where I can help clients make informed financial decisions and build lasting financial security
Men's Discipleship Intern
Jessup University
08.2023 - 12.2024
- In this role, I actively connected with students on campus, fostering meaningful relationships and creating opportunities for them to engage in Bible studies, prayer, and worship groups
- Through door-to-door outreach and personal conversations, I learned the importance of making strong first impressions, building trust, and inviting others into a supportive community centered around faith
- I valued the freedom and self-leadership this role provided, allowing me to approach outreach with authenticity and intentionality
- Organizing group discussions and faith-based gatherings strengthened my ability to lead, communicate effectively, and encourage others in their spiritual growth
- Most importantly, I am grateful for the impact I was able to be a part of, helping others explore their faith and forming lasting connections
Busser/Host
Mikuni Restaurant Group, Inc.
09.2022 - 12.2022
- At Mikuni, I developed strong teamwork and customer service skills, ensuring guests felt welcomed and well cared for
- Trained as a host and busser, I learned to balance efficiency with creating a positive dining experience
- By anticipating customer needs, coordinating with my team, and maintaining a high-energy, service-oriented approach, I honed my ability to build rapport and provide excellent hospitality, skills that translate directly into fostering trust and strong relationships in any industry!
Busser/Food Runner/Expeditor
Aji Japanese Bistro
05.2021 - 08.2022
- At Aji Japanese Bistro, I learned how to collaborate with managers to balance scheduling needs while ensuring the restaurant operated smoothly
- By consistently handling daily tasks with efficiency and reliability, I earned the trust of both my managers and co-workers
- Working in a fast-paced environment, I developed strong teamwork and time management skills while bussing tables, running food, garnishing dishes, and expediting orders
- Through these responsibilities, I refined my ability to work under pressure, stay organized, and deliver high-quality service
Business Owner
The Good Fight Clothing Supply
01.2022 - 06.2022
- Running my own Christian clothing business gave me hands-on experience in digital marketing, website design, in-person sales, and customer service while aligning with my faith-based values
- I developed strong entrepreneurial and decision-making skills, managing everything from manufacturing choices to brand messaging, ensuring each product reflected both quality and purpose
- I built and operated my own e-commerce website, creating designs that portrayed Biblical messages through my own artwork and utilizing print-on-demand manufacturing to bring them to life
- A core part of my mission was giving back, donating 10% of all profits to Samaritan's Purse, allowing me to integrate faith, business, and service in a meaningful way!
Education
Bachelor's degree - Business Administration and Management, General
Jessup University
12.2025
High School Diploma -
District Christian Academy
El Dorado Hills, CA05-2022
Skills
- Community Outreach
- Financial Analysis
- Project Management
- Excellent Customer Service
- Strong Interpersonal Skills
Websites
Certification
ServSafe Food Handler
Awards
- Valedictorian
- Full Tuition 4 Year Scholarship - William Jessup Scholar
Interests
Timeline
Take Out Waiter
Chicago Fire
09.2023 - Current
Men's Discipleship Intern
Jessup University
08.2023 - 12.2024
Business Owner
Trusted Toys for Toddlers
01.2023 - Current
Busser/Host
Mikuni Restaurant Group, Inc.
09.2022 - 12.2022
Business Owner
The Good Fight Clothing Supply
01.2022 - 06.2022
Busser/Food Runner/Expeditor
Aji Japanese Bistro
05.2021 - 08.2022
Bachelor's degree - Business Administration and Management, General
Jessup University
High School Diploma -
District Christian Academy
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