Jacob Mitchell

Jacob Mitchell: Email & Phone Number

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Retirement Plan Specialist at MissionSquare|Royal Oak, Michigan, United States

Position:

Retirement Plan Specialist at MissionSquare

Location:

Royal Oak, Michigan, United States

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Last updated: 2026-07-08
Updated: 2026-07-08

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Work Experience 8 years

Retirement Plan Specialist at MissionSquare

Feb 2026 - Current

Premier Client Service Specialist at Ally

Jul 2021 - Feb 2026

Financial Advisor- Series 7 & 66 Licensed at LAKE MICHIGAN CREDIT UNION- MAXWEALTH MANAGEMENT

Jun 2019 - Mar 2021

Wealth Management Intern at Focus Financial Group

May 2018 - Aug 2018

Jacob Mitchell started working in 2018, then the employee has changed 3 companies and 3 jobs. On average, Jacob Mitchell works for one company for 1 year 9 months.

Their professional focus is Business Education, Client Follow-Up, and Customer Relationship Management (CRM) across 3 core areas.

Education

Bachelor's degree at Michigan State University

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Jacob Mitchell
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Jacob Mitchell
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Jacob Mitchell
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