Jacob Pearson Email & Phone Number
Consultant, Financial Reporting and Accounting Compliance @ Harbor Group International
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Jacob Pearson Location
- Charleston, SC, US
Jacob Pearson Work
- 2026 -now Consultant, Financial Reporting and Accounting Compliance @
- 2023 -2025 Supervisor, Financial Reporting and Accounting Compliance @
- 2022 -2023 Sr Alternative Investments and Financial Reporting Accountant @
- 2022 -2022 Consultant - Alternative Investments and Financial Reporting Team @
- 2021 -2021 Chief Financial Officer @
- 2020 -2021 Consultant - Corporate Actions Team @
- 2017 -2019 Senior Loan and Financial Reporting Accountant @
- 2016 -2016 Staff Accountant @ OneRoof Energy, Inc.
- 2015 -2016 Staff Accountant, Partnership Accounting @
- 2013 -2015 Accountant @
- 2011 -2012 Financial Advisor @
- 2007 -2009 Emergency Care Sergeant- 91W20 (Reserve) @
- 2001 -2006 Emergency Care Sergeant- 91W20 (Active Duty) @
Jacob Pearson Education
- Keller Graduate School of Management of DeVry University
Master of Science (MS) (Accounting and Financial Management)
2011-2013 - Old Dominion University
Bachelor of Science Business Administration (Financial Management)
2007-2010
Jacob Pearson Skills
- Annuity Sales
- Multi Generational
- Analysis
- Employee Benefits
- Licensed Life Insurance Agent
- 401k Rollovers
- Accounting
- Financial Planning
- Multi Generational Wealth Transfer
- Investments
- Finance
- Financial Reporting
- Military Experience
- Financial Statements
- Retirement Planning
- Multi Generational Planning
- Social Media
- Team Leadership
- Financial Modeling
- Project Management
- Account Reconciliation
- Retirement
- Tax Accounting
- Accounts Receivable
- Customer Service
- Protection Planning/family Security
- Protection
- Accounts Payable
- Strategic Planning
- Wealth Preservation
- Estate Planning
- Succession Planning
- Strategic Financial
- Veterans
- GAAP
- Microsoft Office
- Microsoft Excel
- Cost Accounting
- Portfolio Management
- Financial Accounting
- Insurance
- Gifting Strategies
- Financial Analysis
- Licensed Life Insurance
- Small Business
- Wealth Preservation Planning
- Strategic Financial Planning
- Accounts Payable and Receivable
- Key Person Protection
- Asset Protection
- Leadership
- Management
- QuickBooks
Jacob Pearson Summary
- Jacob Pearson, based in Charleston, SC, US, is currently a Consultant, Financial Reporting and Accounting Compliance at Harbor Group International. Jacob Pearson brings experience from previous roles at Harbor Group International and Sunsations, Inc. Jacob Pearson holds a 2011 - 2013 Master of Science (MS) in Accounting and Financial Management @ Keller Graduate School of Management of DeVry University. With a robust skill set that includes Annuity Sales, Multi Generational, Analysis, Employee Benefits, Licensed Life Insurance Agent and more. Jacob Pearson has 1 emails and 2 mobile phone numbers on RocketReach.
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