Jacob Squires Email & Phone Number

Texas, United States

Fort Worth, TX

• Worked with diverse client groups, some of whom were high-net-worth individuals typically aged 50-60, to understand their needs, find the right boat to meet their goals, and ensure alignment with any budget constraints.
• Implemented a systematic sales approach to better serve clients by educating them on buying options, more effectively meeting their goals and family lifestyle.
• Collaborated in a group environment where the median age was 61.
• Utilized CRM systems to maintain records of client communications, budget constraints, and goals, effectively managing client relationships and driving repeat and referral business.

Richardson, Texas, United States

• Completed an 8-week program, dedicating 15-25 hours per week, taught by leading experts in the field, earning 500 hours of CFP experience hours.
• Expert led training in Redtail, eMoney, Morningstar, and various other planning software.

Dallas/Fort Worth Area

Engaged with executive-level clients to understand and address their needs, educating them on options to meet their families' boating needs. Established and nurtured relationships, acting as a liaison throughout the purchasing process.

Carrollton, MO

• Sold “Jacob’s Popcorn” over 4 years at Missouri state fair, ages 8-12.

Warrensburg, MO

Warrensburg, MO

• Maintained records of daily activities to streamline book flows and fostered relationships with patrons.

Warrensburg, MO

• Collaborated in a team environment to complete tasks and meet strict deadlines.

The Externship, Financial Planning Services

This virtual, asynchronous 8-week program took approximately 20 hours per week. Gained hands-on experience in the main areas of financial.

Bachelor'S Degree, Marketing

Business Administration Marketing