Sheila Jacobs Email & Phone Number
Executive Director - Senior Lead Business Growth Strategy Consultant @ Wells Fargo Advisors
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Sheila Jacobs Location
- Atlanta, GA, US
Sheila Jacobs Work
- 2023 -now Executive Director - Senior Lead Business Growth Strategy Consultant @
- 2019 -2023 Managing Director-Market Leader @
- 2018 -2019 Senior Vice President-Complex Manager @
- 2017 -2018 Associate Manager @
- 2016 -2017 Branch Supervisor @
- 2013 -2016 Financial Advisor @
Sheila Jacobs Education
- American College
CERTIFIED FINANCIAL PLANNER™ professional (Chartered Advisor in Philanthropy®)
- Rutgers, The State University of New Jersey-New Brunswick
BA (Economics)
- Union High School
Sheila Jacobs Skills
- 401(k) options
- Asset Allocation
- Insurance
- Investment Planning
- Multi-Generational Wealth Planning
- Retirement Plan Consulting
- Retirement Planning
- Risk Management
- 401k Rollovers
- Leadership
- New Business Development
- Microsoft Word
- Multi Generational Wealth Planning
- Project Management
- Strategic Planning
- Sales
- 401k Planning
Sheila Jacobs Summary
- Sheila Jacobs, based in Atlanta, GA, US, is currently a Executive Director - Senior Lead Business Growth Strategy Consultant at Wells Fargo Advisors. Sheila Jacobs brings experience from previous roles at Wells Fargo Advisors. Sheila Jacobs holds a CERTIFIED FINANCIAL PLANNER™ professional in Chartered Advisor in Philanthropy® @ American College. With a robust skill set that includes 401(k) options, Asset Allocation, Insurance, Investment Planning, Multi-Generational Wealth Planning and more. Sheila Jacobs has 3 emails and 3 mobile phone numbers on RocketReach.
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