Jimmy Pierre

Wealth Coach at OneEleven Financial Wellness

Jimmy Pierre has had a diverse work experience in the financial and accounting fields. In 2011, they began their career as a Bank Teller at JPMorgan Chase, where they managed and balanced a daily record of cash and produced monthly reports for traveler's checks. In 2014, they joined Anchor Management Consultants as an Anti-Money Laundering Operations Analyst, where they analyzed alerts and investigated transactional activities for any suspicions of money laundering or terrorist financing activity. In 2015, they held two roles simultaneously: Accounting and Operations Associate at FairWarning, Inc. and Accounting Clerk at Maximo Supply Corporation. At FairWarning, they increased invoice system efficiency by reviewing all invoices for critical documentation prior to payment. At Maximo Supply Corporation, they prepared sales and purchase orders in the accounting system, including email to customers and vendors for confirmation. In 2016, Jimmy joined The School District of Palm Beach County as an Accounting Analyst and a Tangible Property Field Auditor. In their role as an Accounting Analyst, they analyzed Drop Safe Log inventory for over a hundred seventy (170) schools to ensure proper documentation of the Drop Safe Logs and other related documents. As a Tangible Property Field Auditor, they conducted a thorough inventory audit on millions of dollars of tangible assets. Most recently, in 2022, Jimmy joined OneEleven Financial Wellness as a Wealth Coach and FoundCare, Inc. as an Accounts Payable Specialist.

Jimmy Pierre attended Indian River State College from 2006-2008, where they received an Associate of Arts degree in Business Administration and Management, General. Jimmy then attended the University of South Florida from 2008-2011, where they received a Bachelor of Arts in International Business and Finance, as well as a Bachelor of Arts in International Business. In 2020, they obtained a Lean Six Sigma Yellow Belt (ICYB) certification from the Palm Beach County School District.

Links

Timeline

  • Wealth Coach

    January, 2022 - present

View in org chart