Jake Koellner's
email & phone

Current Position:

Internal Wealth Specialist at Capital Group

Experience:

8 years

Location:

United States

How to contact Jake Koellner

k***********e@capitalgroup.com

+1-323-***-**11

Work Experience

Internal Wealth Specialist at Capital Group

Jun 2025 - Current

Internal Wealth Generalist at Capital Group

Jun 2024 - Jun 2025

Associate Finanacial Services Representative at Charles Schwab

Aug 2023 - Jun 2024

Vice President of Fundraising at College Mentors for Kids, Inc.

Aug 2022 - May 2023

Asset Advisors Intern at 1st Source Bank

May 2022 - Aug 2022

General Manager at College Mentors for Kids, Inc.

Aug 2021 - May 2022

Pro Shop Attendant, Junior Golf Coach, Banquet Chef at Juday Creek Golf Course

Jun 2017 - May 2022

Big Brother, Mentor at Big Brothers Big Sisters of America

Sep 2017 - Apr 2019

Jake Koellner started working in 2017, then the employee has changed 5 companies and 7 jobs. On average, Jake Koellner works for one company for 1 year 4 months.

Education

Bachelor of Science in Business at Indiana University Bloomington

Frequently Asked Questions

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

Jake Koellner's minimum period of employment in various companies is 3 months.

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

On average, Jake Koellner works for one company for 1 year 5 months

What industries has Jake Koellner worked in?

Jake Koellner works in the Financial Services. Previously, Jake Koellner worked in the Nonprofit Organization Management, and Banking, and Construction.

What positions has Jake Koellner held before?

Previously, Jake Koellner worked as a Internal Wealth Generalist, and Associate Finanacial Services Representative, and Vice President of Fundraising, and Asset Advisors Intern, and General Manager.

How do I contact Jake Koellner?

Jake Koellner's email address is k***********e@capitalgroup.com, phone number is +1-323-***-**11. Sign up to get contact details.

Who is the Chairman & CEO of the Capital Group?

The Chairman & CEO of the Capital Group is Tim Armour

Who are Jake Koellner's peers at other companies?

Jake Koellner's peers at other companies are Kelyn Kitchens and Edwin Duke and Cooper Mixon

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Jake Koellner's email & phone