Jacob Beaulieu, MSF, currently serves as a Senior Investment Performance Analyst at Conning, where responsibilities include the oversight of performance data for a $25 billion asset portfolio and the production of performance reports across various asset classes. Jacob previously held a Fellowship at Suffolk University, further developing analytical skills related to finance. Prior experience includes working as an Activities Supervisor at Water's Edge Resort & Spa, where customer service and team collaboration were paramount, as well as a College Agent Intern at New York Life Insurance Company. Jacob's early career involved customer service roles at ShopRite Supermarkets, which honed skills in inventory management and client relations. Jacob earned a Master of Science in Finance from Suffolk University in May 2023 after obtaining a Bachelor of Science in Business Administration with a minor in Business Law in 2022.
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