Jacob Seif Email & Phone Number
Director of Advisor Sales @ Eventide Asset Management
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Jacob Seif Location
- Texas, United States
Jacob Seif Work
- Director of Advisor Sales @ (April 2025 - Present)
- Managing Regional Director - Western Division @ (September 2023 - March 2025)
- Sr. Regional Director - South Region @ (October 2020 - September 2023)
- Manager, Investment Sales @ (December 2018 - October 2020)
- Regional Director-Advisor Consultant @ (December 2015 - October 2020)
- Financial Advisor and Internal Sales @ (March 2013 - December 2015)
- Financial Advisor @ (May 2012 - March 2013)
- Campus Recruiter @ (December 2010 - May 2012)
Jacob Seif Education
- Dallas Baptist University
Master of Business Administration (M.B.A.) (Finance)
2013 - Dallas Baptist University
BA (Broadcast Communication, Political Science)
2010
Jacob Seif Skills
- Direct Sales
- Outside Sales
- Consultative Selling Style
- Relationship Management
- Territory Management
- Financial Analysis
- Financial Planning
- Asset Allocation
- Mutual Funds
- Salesforce CRM
- Sales Presentations
- Morningstar
- Client Engagement
- Zephyr Style Advisor
- Sales Seminars
- ESG
- Impact Investing
- Alternative Investing
- Income Planning
- SMAs
- ETFs
- ESG
- Project Planning
- Strategic Consulting
- Financial Management
- Quantitative Analysis
- Investment Products
- International Finance
- Options Strategies
- Business Analysis
- Research
- New Business Development
- PowerPoint
- Strategic Planning
Jacob Seif Summary
- Jacob Seif, based in Texas, United States, is currently a Director of Advisor Sales at Eventide Asset Management. Jacob Seif brings experience from previous roles at Eventide Asset Management and GuideStone Financial Resources. Jacob Seif holds a Master of Business Administration (M.B.A.) in Finance @ Dallas Baptist University. With a robust skill set that includes Direct Sales, Outside Sales, Consultative Selling Style, Relationship Management, Territory Management and more. Jacob Seif has 3 emails and 3 mobile phone numbers on RocketReach.
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