Stephanie Jacobs Email & Phone Number
Manager of Financial Planning @ Midland Wealth Management
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Stephanie Jacobs Location
- Rockford, IL, US
Stephanie Jacobs Work
- 2024 -now Manager of Financial Planning @
- 2018 -2023 Senior Wealth Advisor @
- 2014 -2018 Director, Private Wealth Advisor @
- 2010 -2014 Director of Investments @
- 2006 -2010 Portfolio Manager @
- 2004 -2006 Associate Portfolio Manager @
- 1999 -2004 Portfolio Research Associate @
- 1996 -1999 Wire Operator @
- 1994 -1996 HR and EB department @
- 1993 -1994 Residential Sales Manager @ Contel Cellular
Stephanie Jacobs Education
- Benedictine University
- Rockford University
Stephanie Jacobs Skills
- Investments
- Asset Management
- High Net Worth Individuals
- Wealth Management
- Financial Advisory
- Customer Service
- Strategic Planning
- Leadership
- Team Building
- Portfolio Management
Stephanie Jacobs Summary
- Stephanie Jacobs, based in Rockford, IL, US, is currently a Manager of Financial Planning at Midland Wealth Management. Stephanie Jacobs brings experience from previous roles at Midland Wealth Management, BMO Wealth Management - U.S. and AMCORE Bank N.A.. Stephanie Jacobs holds a Benedictine University. With a robust skill set that includes Investments, Asset Management, High Net Worth Individuals, Wealth Management, Financial Advisory and more. Stephanie Jacobs has 2 emails and 2 mobile phone numbers on RocketReach.
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