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Jacob Dunckel Email & Phone Number
Financial Analyst
at
Emergent Holdings
LinkedIn matched
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 company 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
CurrentVice President of Finance for Sigma Phi Epsilon - Indiana Theta chapter.
Jan 2024 - Present
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.
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.
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 →
JB
Jack Bader
Colleague at Emergent Holdings
Tucson, Arizona, United States, United States
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GT
Gavin Turner
Colleague at Emergent Holdings
Bedminster, New Jersey, United States, United States
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HB
Hagen Brown
Colleague at Emergent Holdings
Deland, Florida, United States, United States
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LH
Lance Hixson
Colleague at Emergent Holdings
Lexington, Kentucky, United States, United States
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LB
Luka Berg
Colleague at Emergent Holdings
San Diego, California, United States, United States
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MT
Michael Tennant
Colleague at Emergent Holdings
Chandler, Arizona, United States, United States
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DC
Daniel Cruickshank
Colleague at Emergent Holdings
Norman, Oklahoma, United States, United States
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JR
John Romeo
Colleague at Emergent Holdings
Ambler, Pennsylvania, United States, United States
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MM
Matt Mcahren
Colleague at Emergent Holdings
Dallas-Fort Worth Metroplex, United States
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AM
Aidan Miller
Colleague at Emergent Holdings
Los Angeles Metropolitan Area, United States
View →
Jack Bader
Colleague at Emergent Holdings
Tucson, Arizona, United States, United States
View →
GT
Gavin Turner
Colleague at Emergent Holdings
Bedminster, New Jersey, United States, United States
View →
HB
Hagen Brown
Colleague at Emergent Holdings
Deland, Florida, United States, United States
View →
LH
Lance Hixson
Colleague at Emergent Holdings
Lexington, Kentucky, United States, United States
View →
LB
Luka Berg
Colleague at Emergent Holdings
San Diego, California, United States, United States
View →
MT
Michael Tennant
Colleague at Emergent Holdings
Chandler, Arizona, United States, United States
View →
DC
Daniel Cruickshank
Colleague at Emergent Holdings
Norman, Oklahoma, United States, United States
View →
JR
John Romeo
Colleague at Emergent Holdings
Ambler, Pennsylvania, United States, United States
View →
MM
Matt Mcahren
Colleague at Emergent Holdings
Dallas-Fort Worth Metroplex, United States
View →
AM
Aidan Miller
Colleague at Emergent Holdings
Los Angeles Metropolitan Area, United States
View →
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 Jack Bader, Gavin Turner, Hagen Brown, Lance Hixson, and Luka Berg.
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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