Jack Wheeler:  

CLASS OF 1995
Jack Wheeler's Classmates® Profile Photo
Edmond, OK
Tomball High SchoolClass of 1995
Tomball, TX
Tomball, TX
Lake elmo, MN
Cypress, TX

Jack's Story

Life Still have Calvin my dog for over 10 years now. Getting married 5-5-05. School Having moved all over the US and Europe I have freinds everywhere it seemes. Drop a line sometime I'd love to chat and remember the old days. College University of Tulsa Tulsa, Oklahoma December 2002 Juris Doctorate (JD) International Law Study Programs: Fall 2002 University of London London, England Summer 2002 Institut Universitaire de Hautes Études Internationals Geneva, Switzerland Summer 2001 & 2002 Irish International Institute Lueven, Belgium Summer 2001 University College Dublin Dublin, Ireland University of Central Oklahoma Edmond, Oklahoma December 1999 Masters of Business (MBA) August 1998 Bachelor of Arts Workplace Morgan Stanley June 2004 – Present Financial Advisor Oklahoma City, Oklahoma Highest in my class ranking nationally for assets under management which has allowed me to be part of a team that exclusively works with Senior Management. On my way to becoming part of a private client group. American Express Financial Advisors April 2003 – June 2004 Financial Advisor Oklahoma City, Oklahoma I quickly built my practice by prospecting for new clients and providing exceptional customer service to my existing clients. I helped my clients identify their financial needs and objectives, and recommend plans and products to help them achieve their goals. I worked in seminars, trade shows and conventions to meet new people and set appointments. I never had a single client leave me and moved towards a 100% referral based practice. I was able to reach a point where I chose who I wanted as my client. In less than six months I was offered to start my own independent practice. I consistently was able to generate leads by myself and set appointments without support in record time. I earned twice the required amount of continuing education credits required by the NASD by always learning more about my business every chance I had. British Telecom August 2002 - December 2002 Legal Intern London, Uni...Expand for more
ted Kingdom Prepared reports on international debt swapping and international in-house vs. private attorney-client privilege of 50 countries. Performed an extended analysis regarding bankruptcy/insolvency laws of the European Union, Canada and America regarding their respective rules and regulations. Made briefs outlining the procedure of set-off of international debts under American bankruptcy law, its tax liabilities and the payment and filing deadlines of 75 countries. Wrote reports concerning the legal obligations of letters of comfort/credit and international standards of parent company liability of its subsidiaries. Wrote service agreement contracts, asset transfer and outsourcing agreements and various draft contracts for British Telecom and BT subsidiaries. Aspen Group Resources Corporation January 1999 - July 2002 Director of Information Technology/ Oklahoma City, Oklahoma Division Order Manager Coordinated office computer network management structure for 42 clients, administered PC repair/maintenance and established an integrated joint interest billings accounting system. Organized a library of over 1,200 well and land files. Worked with division order filings, tracking property records and deeds and helped prepare joint operating agreements. Shannon McMurray Attorney at Law February 2002 - May 2002 Legal Intern Tulsa, Oklahoma Prepared briefs, outlines and memos for use in court regarding various criminal, civil, divorce & custody matters. Filed various documents at the federal and state courthouses. Also prepared a significant amount of legal research for use at trial mainly in criminal cases. Electradigital/I-LinkUSA November 1999 - August 2000 Customer Service Manager Oklahoma City, Oklahoma Senior customer support manager for Internet service provider with over 4,000 customers in Oklahoma. Helped prepare websites and write software for on-line shopping carts. Developed positive relationships with clients, trouble shooting (disaster control), and ensured efficient and successful resolution of customer complaints. Also prepared and built office networks for clients in Oklahoma City and Tulsa.
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