Jackson Burbic

Jackson Burbic has had a diverse range of work experiences. Jackson is currently working at StartEngine as a Trading Operations Lead. Prior to this role, they held positions such as Accounts & Transactions Operations at StartEngine, Senior Campaign Operations Manager at StartEngine, Campaign Operations Manager at StartEngine, and Customer Success Representative at StartEngine.

Before their time at StartEngine, Jackson worked at Fidelity Investments as a Customer Relationship Advocate, where they helped clients with mutual fund, equity, options, and margin trades. Jackson also studied and passed SEI, Series 7, and 63 exams during their time there.

Jackson also gained experience at The Cape Cod Five Cents Savings Bank as a Wealth Management Intern, where they conducted research and analysis of equities, created reports for client meetings, and provided written outlooks and summaries of business plans.

Additionally, they worked as a Sales Development Representative at Playground Partners LLC, where they contacted CEOs, owners, and Vice Presidents to discuss partnerships. Jackson also completed required sales training.

Jackson also has experience in management, as they worked as a Building Manager at Hamel Recreation Center, overseeing staff and handling critical situations. Jackson also worked in the Welcome Center there.

Furthermore, they have held internships at The Cape Cod Five Cents Savings Bank as a Banking Services Intern and served as a Camp Instructor at Cape Cod Gymnastics Ctr Inc.

Lastly, Jackson worked as a Waiter at Barnstable Tavern during their time in college.

Overall, Jackson Burbic has a well-rounded work experience, with roles ranging from finance and operations to sales and management.

Jackson Burbic received their Bachelor of Business Administration (BBA) degree in Finance from UNH Peter T. Paul College of Business and Economics in 2020. In terms of certifications, they have obtained the Series 63 - Uniform Securities Agent State Law Exam, SIE - Securities Industry Essentials Exam, Series 7 - Series Representative Exam, and BMC's Core Concepts certification. Jackson is also planning to obtain the Series 24 - General Securities Principal Examination in 2023.