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Jacob Schaefer Location
Cleveland, OH, US
Jacob Schaefer Work
Financial Advisor @ (August 2022 - Present)
AVP, Financial Advisor @ (February 2021 - August 2022)
AVP, Financial Advisor @ (November 2019 - January 2021)
Investments Consultant @ (June 2019 - November 2019)
Compliance Analyst @ (March 2018 - May 2019)
Senior Investment Services Advisor @ (May 2016 - March 2018)
Client Relations @ The J. Arnold Wealth Management Company (October 2014 - August 2015)
Jacob Schaefer Education
Youngstown State University
B.S.B.A (International Finance)
2011-2014
LEB Education
Co-Op in London, UK (Global Business, Business Practicum, Finance and Marketing)
2007-2011
Jacob Schaefer Skills
Leadership
Microsoft Excel
Microsoft Office
Time Management
Public Speaking
Microsoft Word
Research
Higher Education
PowerPoint
Training
Social Media
Student Affairs
Statistics
Event Planning
Editing
Financial Modeling
Streetscape
Customer Service
Teamwork
Social Networking
Jacob Schaefer Summary
Jacob Schaefer, based in Cleveland, OH, US, is currently a Financial Advisor at Commonwealth Capital Management, LLC. Jacob Schaefer brings experience from previous roles at PNC, Citizens Investment Services and KeyBank. Jacob Schaefer holds a 2011 - 2014 B.S.B.A in International Finance @ Youngstown State University. With a robust skill set that includes Leadership, Microsoft Excel, Microsoft Office, Time Management, Public Speaking and more. Jacob Schaefer has 1 emails and 1 mobile phone numbers on RocketReach.
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