Jacob Krecic Location
- Westlake, OH, US
Jacob Krecic Work
- 2023 - now Managing Partner @
- 2008 - 2023 Managing Director - Investment Officer @
- 1998 - 2008 Financial Advisor- Retirement Planning Specialist @
- 1997 - 1998 Financial Advisor @
Jacob Krecic Education
- Ohio Northern University
BA (Finance)
Jacob Krecic Skills
- Retirement Planning
- Investments
- Mutual Funds
- Asset Allocation
- Investment Strategies
- Equities
- Financial Services
- Insurance
- Fixed Income
- Finance
Jacob Krecic Summary
- Jacob Krecic, based in Westlake, OH, US, is currently a Managing Partner at DayMark Wealth Partners. Jacob Krecic brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley and Morgan Stanley Dean Witter. Jacob Krecic holds a BA in Finance @ Ohio Northern University. With a robust skill set that includes Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Strategies and more. Jacob Krecic has 2 emails and 1 mobile phone numbers on RocketReach.
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Jacob Krecic
Managing Partner
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