2005 -
2011 Assistant Vice President and Financial Advisor @ Commonwealth Brokerage
2004 -
2005 Agent @
2000 -
2003 Bank Officer and Banking Center Manager @
1999 -
2000 Assistant Vice President @ Bank One
1997 -
1999 Financial Advisor @
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 2 mobile phone numbers on RocketReach.
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