William Jacobs Email
Senior Vice President, Head of Internal Sales for US Wealth Management @ Franklin Templeton
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William Jacobs Location
- Boston, MA, US
William Jacobs Work
- 2024 -now Senior Vice President, Head of Internal Sales for US Wealth Management @
- 2020 -2024 Head of Internal and Virtual Sales, Putnam Retail Management @
- 2015 -2020 Head of Strategic Relationships, Putnam Investor Services @
- 2011 -2015 Director, Broker Dealer and Defined Contribution Services @
- 2005 -2011 Senior Vice President, Premier, Retirement and 529 Client Services @
- 2002 -2005 Vice President, Retirement and 529 Plan Services @
- 1999 -2001 Assistant Vice President, Retirement Plan Services @
- 1997 -1999 Supervisor, Retirement Plan Services @
- 1996 -1997 Wholesaler Support - Team Leader @
- 1995 -1996 Retirement Plan Specialist @
William Jacobs Education
- Stonehill College
(Marketing)
1990-1994
William Jacobs Summary
- William Jacobs, based in Boston, MA, US, is currently a Senior Vice President, Head of Internal Sales for US Wealth Management at Franklin Templeton. William Jacobs brings experience from previous roles at Putnam Investments. William Jacobs holds a 1990 - 1994 Stonehill College. William Jacobs has 1 emails on RocketReach.
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