Jake Spencer Email
New client investment consultant @ Charles Schwab
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Jake Spencer Location
- Phoenix, AZ, US
Jake Spencer Work
- New client investment consultant @ (June 2026 - Present)
- Sr. Specialist Managed Investment Services @ (March 2026 - June 2026)
- Specialist, Managed Investment Services @ (May 2025 - March 2026)
- Financial Services Representative @ (June 2024 - April 2025)
- Server @ (February 2022 - December 2023)
- Server @ (May 2021 - August 2021)
Jake Spencer Education
- Grand Canyon University
Bachelor's degree (Marketing and Advertising)
2021-2023 - Redding Christian School
High School Diploma
2015-2019
Jake Spencer Skills
- Adobe Lightroom
- Advertising
- Analytical Skills
- Business Analysis
- Business Statistics
- Cash Handling
- Communication
- Computer Literacy
- Conflict Resolution
- Consumer Behavior
- Creative Problem Solving
- Critical Thinking
- Customer Experience
- Customer Service
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Oral Communication
- Organization Skills
- Overcome Obstacles
- Presentation Skills
- Problem Solving
- Research Skills
- Sales
- Series 66
- Sie
- Skilled Multi-tasker
- Teamwork
- Time Management
- Uniform Combined State Law
- Upselling
Jake Spencer Summary
- Jake Spencer, based in Phoenix, AZ, US, is currently a New client investment consultant at Charles Schwab. Jake Spencer brings experience from previous roles at Charles Schwab and Eggstasy. Jake Spencer holds a 2021 - 2023 Bachelor's degree in Marketing and Advertising @ Grand Canyon University. With a robust skill set that includes Adobe Lightroom, Advertising, Analytical Skills, Business Analysis, Business Statistics and more. Jake Spencer has 2 emails on RocketReach.
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