Jacob Schaefer Email & Phone Number
Financial Advisor @ Commonwealth Capital Management, LLC
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Jacob Schaefer Location
- Cleveland, OH, US
Jacob Schaefer Work
- 2022 -now Financial Advisor @
- 2021 -2022 AVP, Financial Advisor @
- 2019 -2021 AVP, Financial Advisor @
- 2019 -2019 Investments Consultant @
- 2018 -2019 Compliance Analyst @
- 2016 -2018 Senior Investment Services Advisor @
- 2014 -2015 Client Relations @ The J. Arnold Wealth Management Company
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 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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