Gregory Jacobs Email & Phone Number
Senior Auditor @ Cetera Investment Services LLC
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Gregory Jacobs Location
- Shelbyville, KY, US
Gregory Jacobs Work
- Senior Auditor @ (January 2024 - Present)
- Assistant Vice President @ (September 2023 - December 2023)
- Manager--Branch Exams @ (January 2019 - August 2023)
- Principal Examiner @ (April 2011 - December 2018)
- Assistant Vice President and Financial Advisor @ Commonwealth Brokerage (February 2005 - March 2011)
- Agent @ (January 2004 - January 2005)
- Bank Officer and Banking Center Manager @ (November 2000 - December 2003)
- Assistant Vice President @ Bank One (May 1999 - October 2000)
- Financial Advisor @ (May 1997 - April 1999)
Gregory Jacobs Education
- Asbury University
B.S. (Business Management)
1992-1996
Gregory Jacobs Skills
- Mutual Funds
- Finance
- Investments
- Insurance
- Banking
- Accounting
- Fixed Annuities
- Budgets
- Life Insurance
- Customer Service
- Mortgage Lending
- Credit
- Disability Insurance
- Financial Analysis
- Loans
- New Business Development
- Portfolio Management
- Risk Management
- Sales Management
- Strategic Financial Planning
- Strategic Planning
- Financial Planning
- Public Speaking
- Sales
- Business Development
- Strategy
- Financial Services
- Training
- See 7+See Less
- Strategic Financial
Gregory Jacobs Summary
- Gregory Jacobs, based in Shelbyville, KY, US, is currently a Senior Auditor at Cetera Investment Services LLC. Gregory Jacobs brings experience from previous roles at LPL Financial and Commonwealth Brokerage. Gregory Jacobs holds a 1992 - 1996 B.S. in Business Management @ Asbury University. With a robust skill set that includes Mutual Funds, Finance, Investments, Insurance, Banking and more. Gregory Jacobs has 1 emails and 3 mobile phone numbers on RocketReach.
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