Gregory Jacobs Email & Phone Number
Senior Auditor @ Cetera Investment Services LLC
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Gregory Jacobs Location
- Shelbyville, KY, US
Gregory Jacobs Work
- 2024 -now Senior Auditor @
- 2023 -2023 Assistant Vice President @
- 2019 -2023 Manager--Branch Exams @
- 2011 -2018 Principal Examiner @
- 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 3 mobile phone numbers on RocketReach.
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