Jacob Daniels

Provided high-level support to clients regarding brokerage accounts, retirement accounts, retirement products, and financial transactions. Maintained a client satisfaction score between 95-99%, ranking in the top 5% at Charles Schwab. Advised clients on account benefits, resolved complex issues through cross department collaborations, and mitigated risk by identifying fraud and educating clients.

Led field operations for a successful state senate re- election campaign, helping secure 58% of the total vote. Managed voter out reach by coordinating over 8,000 calls and knocking on over 1,500 doors for data collection and voter persuasion. Achieved the highest survey take rate of any Indiana election campaign in the 2020 cycle, including gubernatorial and congressional races, 10.3%. Recruited, trained, and led a team of 15 volunteers for canvassing, phone banking, and visibility efforts.

Conducted policy and economic research for international development projects, including drafting key sections of a monograph on Liberia. Contributed to Marketplace Liberia, a publication sent to investors and donors regarding state development in Liberia. Produced a detailed research brief on Singapore’s development trajectory from 1965 to the present, showcasing analytical depth and writing clarity across global topics