Jake Steffens Email & Phone Number
IT Systems Coordinator @ Centura Wealth Advisory
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Jake Steffens Location
- San Diego, CA, US
Jake Steffens Work
- 2025 -now IT Systems Coordinator @
- 2024 -2025 Sr. Client Service Representative @
- 2022 -2024 CEO and Founder @
- 2022 -2023 Chief Growth Officer and Co-Founder @
- 2020 -2022 Portfolio Management Associate @
- 2019 -2020 Head Analyst @
- 2018 -2019 Intern @
- 2017 -2020 Member @ Ohio University Entrepreneurs
- 2019 -2019 Financial Representative Intern @
Jake Steffens Education
- Ohio University
Bachelor of Business Administration - BBA (Finance - Investments)
2016-2020
Jake Steffens Summary
- Jake Steffens, based in San Diego, CA, US, is currently a IT Systems Coordinator at Centura Wealth Advisory. Jake Steffens brings experience from previous roles at Centura Wealth Advisory, Melodic Labs Consulting, AcroMeta Solutions LLC and Carnegie Investment Counsel. Jake Steffens holds a 2016 - 2020 Bachelor of Business Administration - BBA in Finance - Investments @ Ohio University. Jake Steffens has 2 emails on RocketReach.
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