Investment Consultant @ (February 2018 - September 2024)
Investment Consultant @ (March 2016 - February 2018)
Investment Analyst @ (May 2013 - March 2016)
Cole Jacobs Education
Auburn University
Bachelor's degree (Finance and Accounting)
2009-2013
Cole Jacobs Skills
Asset Allocation
Data Analysis
Defined Benefit
Defined Contribution
Financial Analysis
Fixed Income
Investment Strategies
Leadership
Microsoft Excel
Microsoft Office
Morningstar
Mutual Funds
Performance Attribution
PowerPoint
Paris
Financial Modeling
SQL
Consulting
Valuation
Project Management
Public Speaking
Customer Service
Equities
Analysis
Cole Jacobs Summary
Cole Jacobs, based in Atlanta, GA, US, is currently a Director, Consultant Relations at Invesco. Cole Jacobs brings experience from previous roles at Willis Towers Watson and Aon Hewitt Investment Consulting Inc.. Cole Jacobs holds a 2009 - 2013 Bachelor's degree in Finance and Accounting @ Auburn University. With a robust skill set that includes Asset Allocation, Data Analysis, Defined Benefit, Defined Contribution, Financial Analysis and more. Cole Jacobs has 2 emails and 4 mobile phone numbers on RocketReach.
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