Jacob Curtis Email & Phone Number
Financial Advisor @ CUSO Financial Services
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Jacob Curtis Location
- Logan, UT, US
Jacob Curtis Work
- Financial Advisor @ (September 2023 - Present)
- Sales Assistant @ (August 2022 - August 2023)
- Member Service Representative @ (March 2019 - August 2022)
- Operations Supervisor @ (August 2017 - January 2019)
- Scheduling Supervisor @ (May 2015 - June 2017)
- Trainer, Field Service @ (April 2014 - December 2014)
Jacob Curtis Education
- Utah State University
Master of Financial Economics (Finance & Economics)
2023 - Utah State University
Bachelor of Arts - BA (Spanish Language and Literature)
2021
Jacob Curtis Skills
- Accounting
- Adobe Acrobat
- Annuities
- Annuity Strategies
- Branch Banking Operations
- Business Development
- Business Planning
- Call Centers
- Cash Flow Analysis
- Client Relations
- Coaching
- Communication
- Consumer Lending
- Corporate Finance
- Critical Thinking
- Customer Experience
- Customer Service
- Cybersecurity
- Data Analysis
- Education Planning
- Estate Planning
- FINRA
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Planning Software
- Financial Services
- Foreign Languages
- General Securities Registered Representative
- Home Equity Loans
- IRA Specialist
- IRAs
- Investment Advisory Services
- Investment Products
- Latin American Literature
- Leadership
- Literary Criticism
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Mortgages
- Networking
- Originations
- Outlook
- Portfolio Management
- Presentation Skills
- Presentations
- Problem Solving
- Process Improvement
- Python (Programming Language)
- Regression Analysis
- Regression Analysis Interpretation
- Relationship Development
- Research Skills
- Retail Banking
- Retirement Income Strategies
- Retirement Planning
- SAS (Programming Language)
- Sales
- Scheduling
- Search Engine Optimization (SEO)
- Series 7
- Skilled Multi-tasker
- Small Business Lending
- Spanish Literature
- Spanish-speaking
- Stata (Statistical Software - Data Science)
- Team Leadership
- Technical Support
- Trading Software
- Training
- Troubleshooting
- Wealth Management Services
- Written Communication
Jacob Curtis Summary
- Jacob Curtis, based in Logan, UT, US, is currently a Financial Advisor at CUSO Financial Services. Jacob Curtis brings experience from previous roles at CUSO Financial Services, Deseret First Credit Union, Advanced Call Center Technologies, LLC and Vivint Solar. Jacob Curtis holds a Master of Financial Economics in Finance & Economics @ Utah State University. With a robust skill set that includes Accounting, Adobe Acrobat, Annuities, Annuity Strategies, Branch Banking Operations and more. Jacob Curtis has 3 emails and 1 mobile phone numbers on RocketReach.
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