Shay Jacobs Email
Client Advocate @ SS&C Advent
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Shay Jacobs Location
- Florida, United States
Shay Jacobs Work
- 2023 -now Client Advocate @
- 2020 -2023 Customer Support Representative @
- 2018 -2020 Financial Advisor @
- 2015 -2018 Enterprise Relationship Consultant @
Shay Jacobs Education
- University of North Florida
Bachelor of Business Administration - BBA (Finance, General)
2011-2014
Shay Jacobs Skills
- Customer Service
- Finance
- Leadership
- Financial Analysis
- Investments
- Sales
- Banking
- Portfolio Management
- Risk Management
- Financial Planning
Shay Jacobs Summary
- Shay Jacobs, based in Florida, United States, is currently a Client Advocate at SS&C Advent. Shay Jacobs brings experience from previous roles at SS&C Advent, AIG Retirement Services and Merrill Edge. Shay Jacobs holds a 2011 - 2014 Bachelor of Business Administration - BBA in Finance, General @ University of North Florida. With a robust skill set that includes Customer Service, Finance, Leadership, Financial Analysis, Investments and more. Shay Jacobs has 1 emails on RocketReach.
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