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Jacob Dunckel Email & Phone Number
Financial Analyst
at
Emergent Holdings
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Analyst
Location
Williamston, Michigan, United States
Company size
Who is Jacob Dunckel? Overview
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Quick answer
Jacob Dunckel is listed as Financial Analyst at Emergent Holdings, a with 506 employees, based in Williamston, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Jacob Dunckel.
Jacob Dunckel previously worked as Vice President of Finance at Sigma Phi Epsilon (Official) and Financial Performance Management Intern at Emergent Holdings. Jacob Dunckel holds Master'S Degree, Business Analytics, 4.00 from Trine University.
Company email context
Email format at Emergent Holdings
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Emergent Holdings
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Profile bio
About Jacob Dunckel
Hello, I'm Jacob, a motivated and ambitious student at Trine University, pursuing a BSBA in Finance and a Master of Science (M.S.) in Business Analytics. My academic journey has equipped me with a solid foundation of financial principles, analytical skills, and problem-solving experience, preparing me to make a meaningful impact in my career. I have gained practical experience through three internships, which have been influential in shaping my professional development. I interned twice at Edward Jones, where I developed problem-solving skills, client relations, and an eye for detail. At Credent Wealth Management, I furthered my experience with client relations while gaining experience with outbound sales calls. Currently, I'm interning with Emergent Holdings, where I am applying financial analysis skills learned through academics and deepening my understanding of financial performance management.My key intangible skills include problem solving, attention to detail, and a desire to learn. I excel at identifying challenges and efficiently working through them to devise effective solutions. While doing so, I have a meticulous approach, ensuring accuracy and quality in my work. This is all fueled by my desire to fully understand concepts through asking questions and engaging in hands-on experience to further my knowledge and skills. I am committed to leveraging my skills and experiences to positively contribute to an organization upon graduation.
Current workplace
Jacob Dunckel's current company
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Emergent Holdings
6 roles
Jacob Dunckel work experience
A career timeline built from the work history available for this profile.
Vice President Of Finance
Vice President of Finance for Sigma Phi Epsilon - Indiana Theta chapter.
Financial Performance Management Intern
May 2024 - Aug 2024
Branch Office Administrator
Administered all office operations from June to August in the absence of the Senior BOA, including but not limited to: - Scheduling meetings - Stock analysis - Managing client information in firm specific CRM - Serving various client needs - Resolving any system/account issues - Paying bills - System reorganization - Daily upkeep of a single advisor officeAttended meetings with the advisor and clients to fully understand how to best serve clients. Learned about and discussed different retirement plans to serve clients depending on their current financial situation and future goals.
May 2023 - Aug 2023
Corporate Development Associate
- Conducted outbound calls as well as other forms of communication with prospects- Managed prospect information in Salesforce CRM- Scheduled prospect introductory meetings- Executed the Merger & Acquisition (M&A) lead generation system, including phone screening candidates based on selected metrics- Documented conversations with prospects and created and followed up on tasks utilizing Salesforce software
Jan 2023 - Apr 2023
Branch Office Administrator
- Interacted with clients and other advisors over the phone and in meetings, creating conversations and building relationships- Executed mailing programs, assisted with planning meetings, and updated client information- Learned how to analyze financial statements and utilize financial advising programs
Mar 2022 - Aug 2022
Team & coworkers
Colleagues at Emergent Holdings
Other employees you can reach at sigep.org. View company contacts for 506 employees →
EP
Evan Pinciaro
Colleague at Emergent HoldingsBaton Rouge, Louisiana, United States
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CB
Chris Bannon
Colleague at Emergent HoldingsDoylestown, Pennsylvania, United States
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JM
Jack Mlodozyniec
Colleague at Emergent HoldingsEden Prairie, Minnesota, United States
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CG
Cole Gil
Colleague at Emergent HoldingsApollo Beach, Florida, United States
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GF
Guillermo Flores
Colleague at Emergent HoldingsChicago, Illinois, United States
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BH
Benjamin Hutto
Colleague at Emergent HoldingsColumbia, South Carolina Metropolitan Area, United States
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MM
Mark Mills
Colleague at Emergent HoldingsOlmsted Falls, Ohio, United States
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QP
Quentin Perry
Colleague at Emergent HoldingsKirksville, Missouri, United States
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JM
John Mccoy
Colleague at Emergent HoldingsFishers, Indiana, United States
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WC
William Crosser
Colleague at Emergent HoldingsCarlsbad, California, United States
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Evan Pinciaro
Colleague at Emergent HoldingsBaton Rouge, Louisiana, United States
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CB
Chris Bannon
Colleague at Emergent HoldingsDoylestown, Pennsylvania, United States
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JM
Jack Mlodozyniec
Colleague at Emergent HoldingsEden Prairie, Minnesota, United States
View →
CG
Cole Gil
Colleague at Emergent HoldingsApollo Beach, Florida, United States
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GF
Guillermo Flores
Colleague at Emergent HoldingsChicago, Illinois, United States
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BH
Benjamin Hutto
Colleague at Emergent HoldingsColumbia, South Carolina Metropolitan Area, United States
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MM
Mark Mills
Colleague at Emergent HoldingsOlmsted Falls, Ohio, United States
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QP
Quentin Perry
Colleague at Emergent HoldingsKirksville, Missouri, United States
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JM
John Mccoy
Colleague at Emergent HoldingsFishers, Indiana, United States
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WC
William Crosser
Colleague at Emergent HoldingsCarlsbad, California, United States
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3 education records
Jacob Dunckel education
Master'S Degree, Business Analytics, 4.00
Bachelor'S Degree, Finance, 4.00
High School Diploma, 4.2
FAQ
Frequently asked questions about Jacob Dunckel
Quick answers generated from the profile data available on this page.
What company does Jacob Dunckel work for?
Jacob Dunckel works for Emergent Holdings.
What is Jacob Dunckel's role at Emergent Holdings?
Jacob Dunckel is listed as Financial Analyst at Emergent Holdings.
Where is Jacob Dunckel based?
Jacob Dunckel is based in Williamston, Michigan, United States while working with Emergent Holdings.
What companies has Jacob Dunckel worked for?
Jacob Dunckel has worked for Emergent Holdings, Sigma Phi Epsilon (Official), Edward Jones, and Credent Wealth Management.
Who are Jacob Dunckel's colleagues at Emergent Holdings?
Jacob Dunckel's colleagues at Emergent Holdings include Evan Pinciaro, Chris Bannon, Jack Mlodozyniec, Cole Gil, and Guillermo Flores.
How can I contact Jacob Dunckel?
You can use AeroLeads to view verified contact signals for Jacob Dunckel at Emergent Holdings, including work email, phone, and LinkedIn data when available.
What schools did Jacob Dunckel attend?
Jacob Dunckel holds Master'S Degree, Business Analytics, 4.00 from Trine University.
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