Jacob Pearson
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Jacob Pearson Email & Phone Number

Wealth Management - Client Account Administrator at WestPac Wealth Partners
Location: San Diego, California, United States 4 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
WestPac Wealth Partners
Role
Wealth Management - Client Account Administrator
Location
San Diego, California, United States
Company size
167 employees

Who is Jacob Pearson? Overview

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Jacob Pearson is listed as Wealth Management - Client Account Administrator at WestPac Wealth Partners, a company with 167 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Jacob Pearson.

Jacob Pearson previously worked as Server at Rancho Valencia and Host at Breakfast Republic. Jacob Pearson studied at San Diego State University.

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Email format at WestPac Wealth Partners

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WestPac Wealth Partners

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Profile bio

About Jacob Pearson

Previously, as an Asset Management Analyst Intern at ColRich, I improved asset portfolio performance and optimized investment strategies through thorough market research and financial modeling. At San Diego State University, my finance studies complement my analytical competencies, laying a strong foundation for strategic decision-making. With a focus on investment analysis and a passion for ensuring every detail is perfect, my academic and professional journey is marked by collaborative efforts that drive efficiency and results.

Current workplace

Jacob Pearson's current company

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WestPac Wealth Partners
Westpac Wealth Partners
Wealth Management - Client Account Administrator
San Diego, CA, US
Website
ranchovalencia.com
Employees
167
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4 roles

Jacob Pearson work experience

A career timeline built from the work history available for this profile.

Server

Current
Rancho Valencia

San Diego, California, United States

Jan 2024 - Present

Asset Management Analyst Intern

Colrich

- Analyzed real estate assets, improving portfolio performance and optimizing investment strategies.- Conducted market research, identifying opportunities that enhanced asset value and reduced risks.- Collaborated with cross-functional teams to streamline asset management processes, achieving measurable results.- Developed financial models, providing.

May 2022 - Aug 2022
Team & coworkers

Colleagues at WestPac Wealth Partners

Other employees you can reach at ranchovalencia.com. View company contacts for 167 employees →

MW Michael Walsh Michael Walsh Colleague at Westpac Wealth PartnersLemon Grove, California, United States, United States View → JY James Yata James Yata Colleague at Westpac Wealth PartnersSan Diego County, California, United States, United States View → MC Mar California Mar California Colleague at Westpac Wealth PartnersSan Diego, California, United States, United States View → JF Jorge Flores Jorge Flores Colleague at Westpac Wealth PartnersEscondido, California, United States, United States View → KF Karina Flores Karina Flores Colleague at Westpac Wealth PartnersMexico City Metropolitan Area, Mexico View → AP Arianna Pinney Arianna Pinney Colleague at Westpac Wealth PartnersSan Diego, California, United States, United States View → ES Emily Sway Emily Sway Colleague at Westpac Wealth PartnersSan Diego County, California, United States, United States View → SS Stephen Sullivan Stephen Sullivan Colleague at Westpac Wealth PartnersRancho Santa Fe, California, United States, United States View → AM Andi Marvin Andi Marvin Colleague at Westpac Wealth PartnersLos Angeles Metropolitan Area, United States View → FS Felipe Santander Linford Felipe Santander Linford Colleague at Westpac Wealth PartnersSan Diego County, California, United States, United States View →
2 education records

Jacob Pearson education

Bachelor, Finance

San Diego State University
FAQ

Frequently asked questions about Jacob Pearson

Quick answers generated from the profile data available on this page.

What company does Jacob Pearson work for?

Jacob Pearson works for WestPac Wealth Partners.

What is Jacob Pearson's role at WestPac Wealth Partners?

Jacob Pearson is listed as Wealth Management - Client Account Administrator at WestPac Wealth Partners.

Where is Jacob Pearson based?

Jacob Pearson is based in San Diego, California, United States while working with WestPac Wealth Partners.

What companies has Jacob Pearson worked for?

Jacob Pearson has worked for Westpac Wealth Partners, Rancho Valencia, Breakfast Republic, and Colrich.

Who are Jacob Pearson's colleagues at WestPac Wealth Partners?

Jacob Pearson's colleagues at WestPac Wealth Partners include Michael Walsh, James Yata, Mar California, Jorge Flores, and Karina Flores.

How can I contact Jacob Pearson?

You can use AeroLeads to view verified contact signals for Jacob Pearson at WestPac Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Jacob Pearson attend?

Jacob Pearson studied at San Diego State University.

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