Jacob Kahn Email & Phone Number
Lead Audit Manager @ Wells Fargo
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Jacob Kahn Location
- Minneapolis, MN, US
Jacob Kahn Work
- 2023 -now Lead Audit Manager @
- 2021 -now Senior Auditor @
- 2019 -2021 Operational Risk Consultant @
- 2017 -2019 Quality Assurance - Corporate Relocation @
- 2016 -2017 Financial Advisor @
- 2016 -2016 Cashier @
- 2015 -2015 Cashier @
- 2015 -2015 Paint Associate @
- 2014 -2014 Sales @
- 2013 -2013 Customer Service Manager @
- 2011 -2012 Phone Specialist @
- 2010 -2011 Cashier @
Jacob Kahn Education
- University of Minnesota Morris
Bachelor's Degree (Double Major: Economics, Financial & Organizational Management)
2012-2016
Jacob Kahn Skills
- Auditing
- Microsoft Office
- Financial Strategy
- Financial Advisory Services
- Risk Management
- Microsoft Excel
- Retirement Distribution
- Long Term Planning
- Financial Management
- Retirement Planning
- Investment Advisory Services
- Wealth Management Strategies
- Financial Services
- Investment Planning
- Retirement Rollover Strategies
- Life Insurance
- Financial Planning
- Client Education
- Customer Satisfaction
- Quick Thinker
- Stressful Situations
- Critical Thinking
- Teamwork
- Team Management
- Customer Relations
Jacob Kahn Summary
- Jacob Kahn, based in Minneapolis, MN, US, is currently a Lead Audit Manager at Wells Fargo. Jacob Kahn brings experience from previous roles at Wells Fargo and AXA Advisors, LLC. Jacob Kahn holds a 2012 - 2016 Bachelor's Degree in Double Major: Economics, Financial & Organizational Management @ University of Minnesota Morris. With a robust skill set that includes Auditing, Microsoft Office, Financial Strategy, Financial Advisory Services, Risk Management and more. Jacob Kahn has 1 emails and 1 mobile phone numbers on RocketReach.
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