James Jacobson Email & Phone Number
Senior VP and Manager of Wealth Services, CFP® @ Girard, a Univest Wealth Division
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James Jacobson Location
- Doylestown, PA, US
James Jacobson Work
- 2002 -now Senior VP and Manager of Wealth Services, CFP® @
- 1994 -2002 Investment Center Manager and Senior Investment Specialist @
James Jacobson Education
- Bradley University
BA (Finance)
1988-1992
James Jacobson Skills
- Collaborative Problem Solving
- Teamwork
- Team Leadership
- Problem Solving
- Customer Experience
- Business Relationship Management
- Investments
- Mutual Funds
- Fixed Annuities
- Bonds
- Financial Risk
- Retirement Plannng
- Estate Maximization
- Fixed Income Portfolio Construction
- Portfolio Management
- Asset Allocation
- Loans
- Insurance
- Commercial Lending
- Finance
- Retirement
- Estate Law
- Investment Advisory
- Retirement Planning
- Wealth Management
- Financial Services
- Banking
- Finra
- Public Speaking
- Presentation Skills
James Jacobson Summary
- James Jacobson, based in Doylestown, PA, US, is currently a Senior VP and Manager of Wealth Services, CFP® at Girard, a Univest Wealth Division. James Jacobson brings experience from previous roles at Charles Schwab. James Jacobson holds a 1988 - 1992 BA in Finance @ Bradley University. With a robust skill set that includes Collaborative Problem Solving, Teamwork, Team Leadership, Problem Solving, Customer Experience and more. James Jacobson has 3 emails and 1 mobile phone numbers on RocketReach.
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