Jacob Bolstad

Jacob Bolstad Email and Phone Number

Financial Services @ Wells Fargo Advisors
st. louis, missouri, united states
Jacob Bolstad's Location
St Louis, Missouri, United States, United States
Jacob Bolstad's Contact Details

Jacob Bolstad personal email

n/a
About Jacob Bolstad

Four years of Financial Services Experience with demonstrated history of success working with teams. Adept at Customer Service, Time Management & Teamwork. Leadership & Microsoft Office skills are strong. Academically accomplished, earning a Bchelor of Sience degree in Economics from Truman State University and a Masters of Business Administration degree with concentrations in Finance and Entrepreneurship from Pepperdine Graziadio Business School. Hold SIE, Series 7, Series 63, and Series 65 certifications.

Jacob Bolstad's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Financial Services
st. louis, missouri, united states
Website:
wellsfargoadvisors.com
Employees:
15127
Jacob Bolstad Work Experience Details
  • Wells Fargo Advisors
    Trading Enablement Assistant
    Wells Fargo Advisors Aug 2023 - Present
    United States
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  • Wells Fargo Advisors
    Customer Service Representative
    Wells Fargo Advisors Aug 2022 - Aug 2023
    St Louis, Missouri, United States
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  • Wings Of Hope
    Volunteer Research Assistant
    Wings Of Hope Feb 2022 - Aug 2022
    St Louis, Missouri, United States
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  • Mortgage Protection Insurance
    Retail Sales Manager
    Mortgage Protection Insurance Feb 2022 - Aug 2022
    Tampa, Florida, United States
    View
  • Express Scripts
    Senior Operations Analyst
    Express Scripts Feb 2021 - Nov 2021
    St Louis, Missouri, United States
    Became adept at bringing people together through awarenessBelieved in a singular mission to help peopleBehaved honorably and professionally
    View
  • Goldman Sachs Ayco Personal Financial Management
    Financial Analyst
    Goldman Sachs Ayco Personal Financial Management Jun 2020 - Feb 2021
    Irvine, California, United States
    Allowed easy transition for perspective clients around budgeting, education & retirementAppeared cordial and respectable over the phoneAsked questions when necessary
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  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Dec 2019 - Jun 2020
    Woodland Hills, Ca
    Would transition clients from ignorance to knowledge on whole life productsWas responsible for making calls dailyWanted happiness for all
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  • You Are Loved Foods
    Financial Planner
    You Are Loved Foods Jun 2019 - Aug 2019
    Thousand Oaks, California
    Fought for dominance in the vegan desert marketFollowed company financial modelFoiled plots to deceive
  • Truman State University
    Math Tutor
    Truman State University Aug 2015 - May 2018
    Kirksville, Missouri, United States
    Taught fellow peers the basics of algebraTransitioned students to higher levelsTest scores increased
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Jacob Bolstad Skills

Leadership Microsoft Office Teamwork Time Management Customer Service Tableau Creative Problem Solving

Jacob Bolstad Education Details

Frequently Asked Questions about Jacob Bolstad

What company does Jacob Bolstad work for?

Jacob Bolstad works for Wells Fargo Advisors

What is Jacob Bolstad's role at the current company?

Jacob Bolstad's current role is Financial Services.

What is Jacob Bolstad's email address?

Jacob Bolstad's email address is jb****@****pts.com

What schools did Jacob Bolstad attend?

Jacob Bolstad attended Pepperdine Graziadio Business School, Truman State University.

What skills is Jacob Bolstad known for?

Jacob Bolstad has skills like Leadership, Microsoft Office, Teamwork, Time Management, Customer Service, Tableau, Creative Problem Solving.

Who are Jacob Bolstad's colleagues?

Jacob Bolstad's colleagues are Nancy Barrette, Aif (R), Patrick Mattingly, Md Sohag Mahmud, Melonie Overfelt, Judith Walker, Nicole Allegretto, Amy Brown.

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