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Jacob Kowalski Email & Phone Number

Financial Representative at Fidelity Investments
Location: Colorado Springs, Colorado, United States 7 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Representative
Location
Colorado Springs, Colorado, United States
Company size

Who is Jacob Kowalski? Overview

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Quick answer

Jacob Kowalski is listed as Financial Representative at Fidelity Investments, a with 83148 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Jacob Kowalski.

Jacob Kowalski previously worked as Customer Support Specialist I at Fidelity Investments and Client Relationship Advocate at Fidelity Investments. Jacob Kowalski holds Bachelor Of Applied Science - Basc, Geography And Environmental Studies from University Of Colorado Colorado Springs.

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Fidelity Investments

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Profile bio

About Jacob Kowalski

Jacob Kowalski is a Financial Representative at Fidelity Investments.

Current workplace

Jacob Kowalski's current company

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Fidelity Investments
Fidelity Investments
Financial Representative
Colorado Springs, CO, US
Website
Employees
83148
AeroLeads page
7 roles

Jacob Kowalski work experience

A career timeline built from the work history available for this profile.

Business Consultant, Market Strategy And Planning

Greenwood Village, Colorado, United States

• Formulated and presented revenue growth strategies for large-scale commercial business operations based on independent market research. • Collaborated with domestic and international stakeholders to ensure consistency and efficacy of business growth strategy. • Managed external client relationships impacted by escalations and business updates. • Drafted and presented business updates and quantifiable success metrics to engage company-wide stakeholders. • Assisted in business revenue forecasting by monitoring and adjusting revenue strategy through analytical research. • Responded to escalations by coordinating internal teams to develop fast and effective resolutions.This position led me to several achievements within the business including:- overseeing and assisting with the first ever product migration to a cloud platform-overseeing and assisting with the onboarding of our highest ever revenue partnership-assisting with growing our SEO visibility to the highest levels seen for this product-executing our first ever cold-calling outreach campaign to grow the business

Jul 2022 - Sep 2023

Data Analyst, Digital Direct Retrievals

Alpharetta, Ga

As a Ciox/Datavant Electronic Medical Records Data Analyst responsibilities include, but are not limited to: • Maintained and updated company inventory databases for tracking and electronic retrieval of medical records. • Identified and corrected discrepancies between inventory databases through technical data analytics. • Engaged in client relationship touch points to discuss concerns and successes. • Performed independent data mining via online research to ensure databases carried the best possible source data.

Apr 2021 - Apr 2022

Edi Data Analyst, Customer Service Representative

Colorado Springs, Colorado, United States

As an OptumInsight EDI Data Analyst, Customer Service Representative responsibilities included, but were not limited to: • Independently researched and resolved HIPAA and ANSI X12 5010 implementation healthcare EDI issues. • Collaborated with domestic and international clients to address escalated issues. • Facilitated weekly multiple client relationship conference calls. • Shared an extensive online database of hundreds of raised issues monthly with a team of 20 individuals via Salesforce. • Handled a high volume of up to 60 calls received daily via virtual call center software.

Mar 2018 - Apr 2021

Americorps Conservation Leadership Corpsmember

Colorado Springs, Colorado, United States

Throughout various seasonal roles I took part in every aspect of non-profit management, team leading, and back-country trail construction and maintenance at Mile High Youth Corps including but not limited to: • Directed community outreach events with up to 300 attendees for recruitment. • Developed and facilitated corporate training for over 100 employees. • Assisted in recruitment, on-boarding, and termination of employees. • Developed and facilitated 80 hours of college-level curriculum to employees. • Supervised 24 direct reports on private, public, and federal field contracts. • Issued a company debit card and gained trust to manage necessary expenses.

May 2011 - Dec 2016
Team & coworkers

Colleagues at Fidelity Investments

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2 education records

Jacob Kowalski education

Bachelor Of Applied Science - Basc, Geography And Environmental Studies

Activities and Societies: Chi Alpha Christian Ministry, Cru Campus Ministries, American Pool Players AssociationCompleted 68 credit hours.

FAQ

Frequently asked questions about Jacob Kowalski

Quick answers generated from the profile data available on this page.

What company does Jacob Kowalski work for?

Jacob Kowalski works for Fidelity Investments.

What is Jacob Kowalski's role at Fidelity Investments?

Jacob Kowalski is listed as Financial Representative at Fidelity Investments.

Where is Jacob Kowalski based?

Jacob Kowalski is based in Colorado Springs, Colorado, United States while working with Fidelity Investments.

What companies has Jacob Kowalski worked for?

Jacob Kowalski has worked for Fidelity Investments, Transunion, Ciox Health, Unitedhealth Group, and Mile High Youth Corps.

Who are Jacob Kowalski's colleagues at Fidelity Investments?

Jacob Kowalski's colleagues at Fidelity Investments include Anil Kumar, Michael Duchemin, Patrick Betancourt, Timmanna Channal, and Cheryl Macmillan.

How can I contact Jacob Kowalski?

You can use AeroLeads to view verified contact signals for Jacob Kowalski at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Jacob Kowalski attend?

Jacob Kowalski holds Bachelor Of Applied Science - Basc, Geography And Environmental Studies from University Of Colorado Colorado Springs.

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