Jacob Maximus Campos

I create customized marketing campaigns to educate employees on key financial wellness topics like retirement planning, investing, budgeting, and insurance. By developing engaging content and staying current on industry trends, I help improve financial literacy and informed decision-making. I also collaborate on client asset analysis, fund research, provider fee transparency, and plan design assessments.

Key tasks include:

• Collaborating closely with the team to analyze client assets.
• Delving into plan and participant data.
• Conducting fund research and qualitative analysis.
• Ensuring provider fee and revenue-sharing transparency.
• Assessing plan design metrics.

At Eastvale Party Rentals, I supervised two employees and managed operations across multiple locations.

As a Field Service Manager, tasks included:

• I coordinated logistics for timely delivery and pickup of party equipment, ensuring smooth event setups.
• Strong organizational skills
• Attention to detail
• Effective communication with both the team and clients to address scheduling and operational challenges efficiently.

During my time at La Sierra University, I actively participated in the university's homeless outreach program.

Some tasks included:

• Prepare and distribute meals to homeless individuals in the community.
• Encouraged those in need to seek free resources and services to support their path toward stability and well-being.

This experience helped me develop a deeper sense of empathy and a strong commitment to service.