Christopher Jacobs Email & Phone Number
Director, RIA Sales @ Charles Schwab
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Christopher Jacobs Location
- Saline, MI, US
Christopher Jacobs Work
- 2022 -now Director, RIA Sales @
- 2021 -2022 AVP, Investment Product Management @
- 2018 -2021 Regional Investment Consultant @
- 2015 -2018 Internal Sales Consultant @
- 2013 -2015 Operations Associate: Head of Trades; Mutual Funds and ETFs @
- 2010 -2013 Investment Consultant @ Consulting Services Support Corporation
- 2008 -2010 Trader @ Snowski Enterprises, LLC
- 2007 -2008 Consultant @
- 2006 -2007 Data Analyst @
Christopher Jacobs Education
- Indiana University - Kelley School of Business
Master of Business Administration - MBA (Strategy and Leadership; Business Analytics)
2020-2022 - Western Michigan University
Bachelor of Business Administration - BBA (Finance)
2003-2007
Christopher Jacobs Skills
- Portfolio Management
- Microsoft Office
- Financial Planning
- Investments
- Risk Management
- Trading
- Finance
- Series 65
- Customer Service
- Asset Allocation
- Financial Analysis
- Series 7
- Securities
- Sales
- Investment Management
- Series 24
Christopher Jacobs Summary
- Christopher Jacobs, based in Saline, MI, US, is currently a Director, RIA Sales at Charles Schwab. Christopher Jacobs brings experience from previous roles at LPL Financial, Charles Schwab and Morningstar Investment Services LLC. Christopher Jacobs holds a 2020 - 2022 Master of Business Administration - MBA in Strategy and Leadership; Business Analytics @ Indiana University - Kelley School of Business. With a robust skill set that includes Portfolio Management, Microsoft Office, Financial Planning, Investments, Risk Management and more. Christopher Jacobs has 3 emails on RocketReach.
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