J

Jacob's email & phone

Position:Client Success Manager at M1
Experience:5 years
Location:Port Angeles, Washington, United States

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Work Experience

Client Success Manager at M1

Jul 2024 - Current

Financial Planning Analyst at Raymond James Financial

Oct 2022 - Jul 2024

Investment Analyst at Raymond James Financial

Jan 2021 - Oct 2022

Jacob started working in 2021, then the employee has changed 1 company and 2 jobs. On average, Jacob works for one company for 1 year 8 months.

Education

Business at University of South Florida

Current Company Information M1

Name: M1

Speciality: Financial technology, Investing, Investments, Fintech, Automation, Personal finance, Financial services, Banking, Brokerage, App, Savings, Stocks, ETFs, Crypto, Spend, Credit card, Borrow, Personal loans, Margin

Location: Chicago, Illinois, United States

Employees: 100-200

HQ Phone: (312) 600-2883

Description: M1 is a fast-growing fintech company and personal finance platform made for the modern era. Hundreds of thousands of investors take control of their long-term wealth with M1 and ha...

Frequently Asked Questions

What is Jacob's minimum period of employment in the companies?

Jacob's minimum period of employment in various companies is 1 year 9 months.

What is Jacob's average duration of employment for different companies?

On average, Jacob works for one company for 1 year 9 months

What industries has Jacob worked in?

Jacob works in the Financial Services.

What positions has Jacob held before?

Previously, Jacob worked as a Financial Planning Analyst, and Investment Analyst.

How do I contact Jacob?

Jacob's email address is **@m1.com, phone number is +1-***-***-9532. Sign up to get contact details.

Who is the Founder & CEO of the M1?

The Founder & CEO of the M1 is Brian Barnes

Who are Jacob's peers at other companies?

Jacob's peers at other companies are Vivek Nagar and Natalie and Chethan Shetty

Jacob Namesakes

Name
Company
Position
J
Diamond Designs & Graphics
Business Owner

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