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Cole Jacobs Location
Atlanta, GA, US
Cole Jacobs Work
2024 -now Director, Consultant Relations @
2018 -2024 Investment Consultant @
2016 -2018 Investment Consultant @
2013 -2016 Investment Analyst @
Cole Jacobs Education
Auburn University
Bachelor's degree (Finance and Accounting)
2009-2013
Cole Jacobs Skills
Defined Contribution
Paris
Defined Benefit
Financial Modeling
SQL
Data Analysis
Consulting
Microsoft Excel
Leadership
Valuation
Morningstar
Project Management
Asset Allocation
Performance Attribution
PowerPoint
Microsoft Office
Public Speaking
Customer Service
Equities
Mutual Funds
Investment Strategies
Analysis
Financial Analysis
Fixed Income
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 Defined Contribution, Paris, Defined Benefit, Financial Modeling, SQL and more. Cole Jacobs has 2 emails and 4 mobile phone numbers on RocketReach.
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