Jacob Werner Email & Phone Number
Registered Client Associate @ BridgePoint Wealth Partners
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Jacob Werner Location
- Chicago, IL, US
Jacob Werner Work
- Registered Client Associate @ (March 2025 - Present)
- Regional Sales Associate @ (May 2022 - March 2025)
- Sales Representative @ (September 2021 - May 2022)
- Business Development Representative @ (August 2020 - September 2021)
- Financing Associate @ (July 2018 - August 2020)
- Futures and Options Intern @ Chicagoland Consulting Inc. (June 2015 - August 2015)
Jacob Werner Education
- The University of Iowa Tippie College of Business
Bachelor of Business Administration (BBA) (Finance, General)
2014-2018
Jacob Werner Skills
- Business-to-Business (B2B)
- Commercial Lending
- Customer Relationship Management (CRM)
- Financial Markets
- Investments
- Leadership
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Public Speaking
- Sales
Jacob Werner Summary
- Jacob Werner, based in Chicago, IL, US, is currently a Registered Client Associate at BridgePoint Wealth Partners. Jacob Werner brings experience from previous roles at Guggenheim Partners, Zacks Investment Research and Beacon Funding. Jacob Werner holds a 2014 - 2018 Bachelor of Business Administration (BBA) in Finance, General @ The University of Iowa Tippie College of Business. With a robust skill set that includes Business-to-Business (B2B), Commercial Lending, Customer Relationship Management (CRM), Financial Markets, Investments and more. Jacob Werner has 3 emails and 4 mobile phone numbers on RocketReach.
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