Jacob Creswell

Jacob Creswell Email and Phone Number

Fiduciary Assistant @ Peak Trust Company
Anchorage, AK, US
Jacob Creswell's Location
Wake Forest, North Carolina, United States, United States
About Jacob Creswell

I am an aspiring Trust and Wealth Manager, with a passion to help families and companies wisely steward their resources. I am a fast learner, hard worker, and dedicated team member, and will carry all of these qualities with me into the workforce. I intend to graduate in December of 2024

Jacob Creswell's Current Company Details
Peak Trust Company

Peak Trust Company

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Fiduciary Assistant
Anchorage, AK, US
Website:
firstcovenanttrust.com
Employees:
8
Jacob Creswell Work Experience Details
  • Peak Trust Company
    Fiduciary Assistant
    Peak Trust Company
    Anchorage, Ak, Us
    View
  • First Covenant Trust And Advisors, Llc
    Trust Intern
    First Covenant Trust And Advisors, Llc Jun 2024 - Present
    Johnson City, Tennessee, United States
    Work with all areas of the Trust team, but mainly with Business Development. My main role is helping to communicate and develop relationships with prospect and future clients.
    View
  • Cumberland Trust
    Personal Trust Intern
    Cumberland Trust May 2023 - Aug 2023
    Nashville, Tennessee, United States
    Worked as a Personal Trust, Estate Planning, Special Needs, and Special Assets intern over a 12 week period.
    View
  • Campbell University
    Student Library Assistant
    Campbell University Jan 2022 - Jun 2023
    Lillington, North Carolina, United States
    I work part-time in Campbell University's Wiggins Memorial Library as a work-study student. I aided student research and organized the library based on Library of Congress Standards.
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  • Poppyseed Market
    Dining Room Server
    Poppyseed Market Aug 2020 - Aug 2022
    Raleigh, North Carolina, United States
    Worked many positions within the restaurant industry including waiter, host, and front of kitchen. I excelled in quality customer service, kept the kitchen clean and orderly, and worked collaboratively with management.
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Jacob Creswell Education Details

Frequently Asked Questions about Jacob Creswell

What company does Jacob Creswell work for?

Jacob Creswell works for Peak Trust Company

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

Jacob Creswell's current role is Fiduciary Assistant.

What schools did Jacob Creswell attend?

Jacob Creswell attended Campbell University, Lundy-Fetterman School Of Business.

Who are Jacob Creswell's colleagues?

Jacob Creswell's colleagues are Rachel Lyons, Dale White, Clay Hixson, Candace Smith, Dee Ann Lechner, Sarah Blackburn Smith, Alex Montgomery.

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