Owner and Financial Planner @ (August 2006 - September 2016)
Financial Planner @ (February 2006 - September 2006)
Owner and Operator @ Digital Advantage (September 2003 - December 2004)
Jacob Lynch Education
Western Kentucky University
Bachelors of Science (Finance & Marketing)
1999-2005
Centennial High School
Diploma (General Education)
1996-1999
Christian Academy of Louisville
High School (General Studies)
1990-1996
College for Financial Planning
Corporate Finance Institute® (CFI)
New York Institute of Finance
Jacob Lynch Skills
Leadership
Estate Planning
Customer Experience
Team Building
Community Service
Social Media
Restructuring
Small Business Planning
Strategic Partnerships
Public Speaking
Accounting
Small Business Financial Management
Client Relationships
Executive Management
Corporate Finance
Ability to Listen
Insurance
Retirement Planning
Sales
Financial Planning
Insurance Broker/Agent
Angel Investing
Portfolio Management
Athlete Marketing
Community Relations
Operational Turnaround
Investments
Business Analysis
Communication
Responsiveness
Negotiation
Prudence
Turnaround Strategy
Finance
Skilled Communcator
Strategic Planning
Education Planning
Client Management
Strategy
Financial Services
Wealth Management
Operations
Performance Management
Business Planning
Innovation
Relationship Building
Athlete Representation
Operations Management
Entrepreneurship
Enterprise Marketing
Real Estate
Risk Management
Marketing
Strategic Financial Planning
Creative Strategy
Change Management
Executive Leadership
Customer Service
Analytical
Decision Making
Protection Planning
Attention to Detail
Business Strategy
Small Business
Management
Early Stage Ventures
Project Management
Coaching
Organizational Leadership
Health Insurance
Venture Capital
Diligence
Strategy Execution
Retirement
Bowling
Judgement
Creative Problem Solving
Employee Benefits
Ethical Character
Hiring
Jacob Lynch Summary
Jacob Lynch, based in Dallas, TX, US, is currently a Managing Director at Healthcare Capital Advisors. Jacob Lynch brings experience from previous roles at JD Lynch Consulting, Wealth Health - Private Equity and Comprehensive Investment Consulting, Lynch Property Management and Behavioral Health Xchange. Jacob Lynch holds a 1999 - 2005 Bachelors of Science in Finance & Marketing @ Western Kentucky University. With a robust skill set that includes Leadership, Estate Planning, Customer Experience, Team Building, Community Service and more. Jacob Lynch has 4 emails and 5 mobile phone numbers on RocketReach.
Looking for a different Jacob Lynch?
Find contact details for 700 million professionals.