Customer Service Team Lead
Current
Sep 2021 - Present
AeroLeads people directory · profile
Jacob Mortensen Email & Phone Number
Customer Service Team Lead
at
Vanguard
2 work emails found
@vanguard.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Customer Service Team Lead
Location
Greater Phoenix Area, United States, United States
Who is Jacob Mortensen? Overview
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Quick answer
Jacob Mortensen is listed as Customer Service Team Lead at Vanguard, based in Greater Phoenix Area, United States, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Jacob Mortensen.
Jacob Mortensen previously worked as Retirement Sales Consultant at Vanguard and Client Relationship and Investment Professional at Vanguard. Jacob Mortensen holds Bachelor’S Degree, B.A. Middle Eastern Studies, B.A. Arabic Language; Global Business Minor from Brigham Young University.
Company email context
Email format at Vanguard
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{first}_{last}@vanguard.com
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AeroLeads found 2 current-domain work email signals for Jacob Mortensen. Compare company email patterns before reaching out.
Profile bio
About Jacob Mortensen
Hello! My name is Jacob. I am currently a financial services professional with a passion for doing the right thing for ALL investors. I graduated with a degree in Arabic and Middle East studies from Brigham Young University but found a passion for business doing a minor in Global Business. I love exploring different cultures and countries but I enjoy helping and inspiring others to succeed most of all, no matter the culture, language, or nation. I'm highly interested in the workings of business and the ability of private enterprise to make a positive impact on the world around us. Likewise, I believe in making a difference at all levels of society, ranging from the individual up to the world at large. One day I hope to use the skills I’m learning now and in the future to start my own positive impact enterprise.
Listed skills include Microsoft Office, Customer Service, Research, Powerpoint, and 10 others.
Current workplace
Jacob Mortensen's current company
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5 roles
Jacob Mortensen work experience
A career timeline built from the work history available for this profile.
Retirement Sales Consultant
Using a consultative approach, I match self-employed individuals and small businesses to the retirement plans that best fit their unique situations and help them get started on the path to retirement success.Likewise, I assist new and existing retirement plan sponsors and participants with asset consolidation at Vanguard.
Sep 2019 - Sep 2021
Client Relationship And Investment Professional
Customer service over the phone for Vanguard clientele.
Jan 2018 - Sep 2019
Vice President - Finance Advisor
Middle East Studies And Arabic Student Association - Brigham Young University
Sep 2016 - Apr 2017
Media Services Specialist
My responsibilities include:- timely assessment of classroom technology issues- determining and executing solutions to- customer communication - explaining to the customer in appropriate terms the nature of the issue, our resulting solution and steps for avoiding similar problems in the future- Regular maintenance of classroom technology
Jul 2014 - Apr 2017
Team & coworkers
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts →
JR
Joseph Rawlings Jr.
Colleague at Vanguard
Greater Philadelphia, United States
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DV
Dharmesh Vadher, Csm®
Colleague at Vanguard
Chester Springs, Pennsylvania, United States, United States
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SN
Srilatha Nimmagadda
Colleague at Vanguard
Downingtown, Pennsylvania, United States, United States
View →
DK
Dylan King, Cfa
Colleague at Vanguard
Scottsdale, Arizona, United States, United States
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CD
Coleen Dicaprio
Colleague at Vanguard
West Chester, Pennsylvania, United States, United States
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DA
David Andersen
Colleague at Vanguard
Atlanta, Georgia, United States, United States
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NK
Namira Khan
Colleague at Vanguard
Thane, Maharashtra, India, India
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AH
Adrianna Helfrich
Colleague at Vanguard
Greater Philadelphia, United States
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SM
Seanna Mondino
Colleague at Vanguard
Greater Phoenix Area, United States
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CD
Christopher Devine
Colleague at Vanguard
Philadelphia, Pennsylvania, United States, United States
View →
Joseph Rawlings Jr.
Colleague at Vanguard
Greater Philadelphia, United States
View →
DV
Dharmesh Vadher, Csm®
Colleague at Vanguard
Chester Springs, Pennsylvania, United States, United States
View →
SN
Srilatha Nimmagadda
Colleague at Vanguard
Downingtown, Pennsylvania, United States, United States
View →
DK
Dylan King, Cfa
Colleague at Vanguard
Scottsdale, Arizona, United States, United States
View →
CD
Coleen Dicaprio
Colleague at Vanguard
West Chester, Pennsylvania, United States, United States
View →
DA
David Andersen
Colleague at Vanguard
Atlanta, Georgia, United States, United States
View →
NK
Namira Khan
Colleague at Vanguard
Thane, Maharashtra, India, India
View →
AH
Adrianna Helfrich
Colleague at Vanguard
Greater Philadelphia, United States
View →
SM
Seanna Mondino
Colleague at Vanguard
Greater Phoenix Area, United States
View →
CD
Christopher Devine
Colleague at Vanguard
Philadelphia, Pennsylvania, United States, United States
View →
2 education records
Jacob Mortensen education
Bachelor’S Degree, B.A. Middle Eastern Studies, B.A. Arabic Language; Global Business Minor
Brigham Young University
High School Diploma
American International School - Riyadh (Hs)
FAQ
Frequently asked questions about Jacob Mortensen
Quick answers generated from the profile data available on this page.
What company does Jacob Mortensen work for?
Jacob Mortensen works for Vanguard.
What is Jacob Mortensen's role at Vanguard?
Jacob Mortensen is listed as Customer Service Team Lead at Vanguard.
What is Jacob Mortensen's email address?
AeroLeads has found 2 work email signals at @vanguard.com for Jacob Mortensen at Vanguard.
Where is Jacob Mortensen based?
Jacob Mortensen is based in Greater Phoenix Area, United States, United States while working with Vanguard.
What companies has Jacob Mortensen worked for?
Jacob Mortensen has worked for Vanguard, Middle East Studies And Arabic Student Association - Brigham Young University, and Byu Office Of Information Technology.
Who are Jacob Mortensen's colleagues at Vanguard?
Jacob Mortensen's colleagues at Vanguard include Joseph Rawlings Jr., Dharmesh Vadher, Csm®, Srilatha Nimmagadda, Dylan King, Cfa, and Coleen Dicaprio.
How can I contact Jacob Mortensen?
You can use AeroLeads to view verified contact signals for Jacob Mortensen at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Jacob Mortensen attend?
Jacob Mortensen holds Bachelor’S Degree, B.A. Middle Eastern Studies, B.A. Arabic Language; Global Business Minor from Brigham Young University.
What skills is Jacob Mortensen known for?
Jacob Mortensen is listed with skills including Microsoft Office, Customer Service, Research, Powerpoint, Leadership, Microsoft Excel, Teaching, and Microsoft Word.
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