Jacob Baxter Email & Phone Number
Financial Advisor @ Modern Woodmen of America
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Jacob Baxter Location
- Brookfield, WI, US
Jacob Baxter Work
- Financial Advisor @ (May 2019 - Present)
Jacob Baxter Education
- University of Minnesota Duluth
Finance (Finance)
2015-2019
Jacob Baxter Skills
- Leadership
- Research
- Customer Service
- Time Management
- Microsoft Office
- Teamwork
- 401(k) Retirement Savings Plans
- Employee Benefit Plan Design
- Financial Services
- Investment Strategies
- Life Insurance
- Multi-generational wealth transfer
- Succession Planning
- Wealth Accumulation
- Wealth Preservation Planning
Jacob Baxter Summary
- Jacob Baxter, based in Brookfield, WI, US, is currently a Financial Advisor at Modern Woodmen of America. Jacob Baxter holds a 2015 - 2019 Finance in Finance @ University of Minnesota Duluth. With a robust skill set that includes Leadership, Research, Customer Service, Time Management, Microsoft Office and more. Jacob Baxter has 1 emails and 1 mobile phone numbers on RocketReach.
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