Jacob Wolt Email
Independent Director @ Milestone Direct
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Jacob Wolt Location
- Christchurch, NZ
Jacob Wolt Work
- 2023 -now Independent Director @
- 2022 -now Director and Principal @ Living the Dream Consulting Limited
- 2018 -now Chairman @
- 2017 -2023 Co-Founder, Principal and Director @
- 2014 -2023 Co-Founder @
- 2013 -2021 Co-Founder and Director @ Consilium NZ Ltd
- 1994 -2017 Co-Founder and Director @
- 2011 -2017 Board Trustee @ Canterbury Insurance Assistance Service
- 1997 -2005 Trustee and Chairman @
Jacob Wolt Education
- Massey University
Diploma Business Studies (Financial Planning)
1993-1996 - University of Canterbury
Diploma of Education (EDUCATION)
1978-1978 - University of Canterbury
Bachelor of Science - BSc (Bachelor of Science)
1973-1978 - Christchurch Teachers College
Trained Teacher’s Certificate (EDUCATION)
1975-1977
Jacob Wolt Skills
- Wealth Management
- Marketing Strategy
- New Business Development
- Strategic Financial Planning
- Portfolio Management
- Investments
- Strategy
- Business Strategy
- Retirement Planning
- Investment Advisory
- Financial Advisory
- Asset Management
- Wealth
- Investment Management
- Investment Strategies
- Financial Services
- High Net Worth Individuals
- Asset Allocation
- Bonds
- Wealth Management Services
- Financial Planners
- Private Equity
- Financial Markets
- Life Insurance
- Fixed Income
- Hedge Funds
- Securities
- Financial Risk
- Estate Planning
- Personal Finance
- Pensions
- Equities
- Retirement
- Wealth Accumulation
- Mutual Funds
- Savings
- Software Development
- Business Development
- Leadership
- Microsoft Office
Jacob Wolt Summary
- Jacob Wolt, based in Christchurch, NZ, is currently a Independent Director at Become Wealth. Jacob Wolt brings experience from previous roles at Living the Dream Consulting Limited, Gut Foundation, Cambridge Partners Ltd. and Global Association of Independent Advisors. Jacob Wolt holds a 1993 - 1996 Diploma Business Studies in Financial Planning @ Massey University. With a robust skill set that includes Wealth Management, Marketing Strategy, New Business Development, Strategic Financial Planning, Portfolio Management and more. Jacob Wolt has 1 emails on RocketReach.
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