Jacob Waters Email & Phone Number
Independent Agent @ Trader
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Jacob Waters Location
- United Kingdom
Jacob Waters Work
- Independent Agent @ (March 2020 - Present)
- Partner (Europe) and Head of UK pension transfer Division @ (January 2016 - March 2016)
- Partner @ (April 2015 - January 2016)
- Partner @ offshore financial services company (January 2014 - April 2015)
- High Net-Worth Relationship Manager and Financial Advisor @ Fortu Family (Family Wealth Management Office) (January 2013 - January 2014)
- Regional Business Development Manager @ (January 2010 - January 2013)
- Financial Executive @ Yourmonerights Ltd (March 2006 - January 2009)
Jacob Waters Education
- CISI Level 3 Wealth Management 2011-2012
- Charted Institute for Securities & Invesments
ACSI 1 & 2 (Investments and Securities)
2010-2012 - IMC
(Asset Management)
2010-2011 - CeFA course
CeFA (Financial Advice)
2008-2009 - Home Study
IMC (Investment Management Certificate)
Jacob Waters Skills
- Investments
- Portfolio Management
- Wealth Management
- Pensions
- New Business Development
- Financial Services
- Business Development
- Financial Advisory
- Banking
- Alternative Investments
- Finance
- Sales Management
- Account Management
- Stock Management
- Wealth
- Retirement Planning
- Management
- Strategy
- Wealth Preservation Planning
- Financial Risk
- Asset Management
- Equities
- Financial Planning
- Acsi
- Investment Strategies
- Bonds
- Risk Management
- Securities
Jacob Waters Summary
- Jacob Waters, based in United Kingdom, is currently a Independent Agent at Trader. Jacob Waters brings experience from previous roles at Woodbrook Group, Woodbrook Wealth Management, offshore financial services company and Fortu Family (Family Wealth Management Office). Jacob Waters holds a 2011 - 2012 CISI Level 3 Wealth Management. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Pensions, New Business Development and more. Jacob Waters has 2 emails and 1 mobile phone numbers on RocketReach.
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