Jacob Gee's Location
Camarillo, CA, US
Jacob Gee's Work
- Associate Wealth Advisor @ Mercer Advisors
- Financial Planner @ Mercer Advisors
- Client Service Specialist @ Mercer Advisors
- Client Administrator @ Mercer Advisors
- Trade Operations Specialist @ AssetMark
- Student Intern @ Hudson Institute of Coaching
- Library Circulation Assistant @ Westmont College
- Sales Associate @ World of Shoes
Jacob Gee's Education
- Westmont College
Bachelor of Arts (B.A.) (Economics & Business, Psychology)
2013 - 2017 - Diablo Valley College
N/A (Economics)
2014 - 2015
Jacob Gee's Skills
- Microsoft Word
- PowerPoint
- Communication
- Microsoft Office
- Leadership
- Research
- Microsoft Excel
- Critical Thinking
- Customer Service
- Teamwork
Jacob Gee's Summary
Jacob Gee, based in Camarillo, CA, US, is currently a Associate Wealth Advisor at Mercer Advisors, bringing experience from previous roles at Mercer Advisors and AssetMark. Jacob Gee holds a 2013 - 2017 Bachelor of Arts (B.A.) in Economics & Business, Psychology @ Westmont College. With a robust skill set that includes Microsoft Word, PowerPoint, Communication, Microsoft Office, Leadership and more, Jacob Gee contributes valuable insights to the industry. Jacob Gee has 1 email on RocketReach.
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