
Jonathan Haaland
Agent
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About
Build strong relationships with clients through professional communication and personalized service Develop problem-solving and customer service skills through one-on-one client interactions Manage multiple client needs while maintaining professionalism and attention to detail
Experience
Agent at NEW YORK LIFE (2026-01 – Present)
- Build strong relationships with clients through professional communication and personalized service
- Develop problem-solving and customer service skills through one-on-one client interactions
- Manage multiple client needs while maintaining professionalism and attention to detail
Tax Planning Intern at HANTZ GROUP (2025-06 – 2025-09)
- Prepare tax projections using CCH Protosystem fx Planning
- Assist with scheduling client meetings
- Attend tax training sessions
Tax Preparation Intern at Vander Ploeg Bergakker & Associates (2025-01 – 2025-04)
- Assist in the preparation of federal and state tax returns, including Forms 1040 and 1041
- Utilize CCH ProSystem fx Scan and Autoflow to import tax forms into CCH Axcess Tax
- Review and verify tax forms for accuracy and completeness
Opening Kitchen Manager / Team Member at CHICK-FIL-A (2018-11 – 2025-01)
- Helped ensure smooth restaurant operations during high-volume hours
- Worked closely with team members to deliver fast and accurate service to guests
- Assisted in maintaining a positive guest experience in a fast-paced environment
- Trained and supported employees while helping maintain high operational standards
Inventory Coordinator at CHICK-FIL-A (2018-11 – 2025-01)
- Maintained organization and efficiency in restaurant inventory systems
- Coordinated product management to support daily restaurant operations
- Demonstrated reliability, accountability, and attention to detail
Administrative Coordinator at CHICK-FIL-A (2018-11 – 2025-01)
- Assisted leadership with operational and customer experience reporting
- Organized invoices and administrative records accurately and efficiently
Education
Bachelor of Science in Business Administration (Accounting) – Davenport University (2025-04)
Associate of Science in Business Administration – Grand Rapids Community College (2023-12)
