Jacob Herd Email & Phone Number
Financial Advisor | Relationship Manager @ CAPTRUST
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Jacob Herd Location
- Saint Paul, MN, US
Jacob Herd Work
- Financial Advisor | Relationship Manager @ (April 2023 - Present)
- Associate Wealth Management Advisor @ QA Wealth Management (November 2021 - April 2023)
- Registered Client Associate @ (December 2018 - October 2021)
- Business Analyst Associate @ (June 2018 - November 2018)
- Vice President - Gustavus Finance Club @ (June 2017 - June 2018)
- Student Representative - Gustavus Board of Trustees Investment Committee @ (June 2017 - June 2018)
- Vice President Of Recruiting - Gustavus Mentor Program @ (April 2017 - June 2018)
- Equity Research Analyst Intern @ (February 2018 - May 2018)
- Intern @ (January 2018 - February 2018)
- Financial Representative @ (April 2016 - August 2017)
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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