Jacob Sher Email & Phone Number
Vice President, Manager - Product Control and Oversight @ Stifel Financial Corp.
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Jacob Sher Location
- St. Louis, MO, US
Jacob Sher Work
- 2024 -now Vice President, Manager - Product Control and Oversight @
- 2017 -2024 Compliance Manager - Retail Surveillance @
- 2012 -2017 Compliance Analyst @
- 2008 -2012 Registered Client Associate @ LPL Financial
- 2007 -2008 Credit Analyst @
Jacob Sher Education
- Missouri State University
BA (Finance)
2003-2007 - Professional Licenses
Series 7, 63, 9/10, 24
Jacob Sher Skills
- Financial Advisory
- Series 63
- Banking
- Retirement Planning
- Portfolio Management
- Investments
- Healthcare
- Finance
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Wealth Management
- FINRA
- Microsoft Excel
- Asset Management
- Risk Management
- Trading
- Series 7
- Securities
- Hospitals
Jacob Sher Summary
- Jacob Sher, based in St. Louis, MO, US, is currently a Vice President, Manager - Product Control and Oversight at Stifel Financial Corp.. Jacob Sher brings experience from previous roles at Stifel Financial Corp., LPL Financial and Verizon Business. Jacob Sher holds a 2003 - 2007 BA in Finance @ Missouri State University. With a robust skill set that includes Financial Advisory, Series 63, Banking, Retirement Planning, Portfolio Management and more. Jacob Sher has 2 emails on RocketReach.
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