Jacob Herd Email & Phone Number
Financial Advisor | Relationship Manager @ CAPTRUST
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Jacob Herd Location
- Saint Paul, MN, US
Jacob Herd Work
- 2023 -now Financial Advisor | Relationship Manager @
- 2021 -2023 Associate Wealth Management Advisor @ QA Wealth Management
- 2018 -2021 Registered Client Associate @
- 2018 -2018 Business Analyst Associate @
- 2017 -2018 Vice President - Gustavus Finance Club @
- 2017 -2018 Student Representative - Gustavus Board of Trustees Investment Committee @
- 2017 -2018 Vice President Of Recruiting - Gustavus Mentor Program @
- 2018 -2018 Equity Research Analyst Intern @
- 2018 -2018 Intern @
- 2016 -2017 Financial Representative @
Jacob Herd Education
- Gustavus Adolphus College
(Financial Economics)
2014-2018 - Waconia High School 2010-2014
Jacob Herd Summary
- Jacob Herd, based in Saint Paul, MN, US, is currently a Financial Advisor | Relationship Manager at CAPTRUST. Jacob Herd brings experience from previous roles at QA Wealth Management, RBC Wealth Management, Boom Lab and Gustavus Adolphus College. Jacob Herd holds a 2014 - 2018 Gustavus Adolphus College. Jacob Herd has 1 emails and 1 mobile phone numbers on RocketReach.
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