Jacob Sumner Email & Phone Number
Who is Jacob Sumner? Overview
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Jacob Sumner is listed as Financial Representative at Fidelity Investments, a with 52767 employees, based in Chesapeake, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Jacob Sumner.
Jacob Sumner previously worked as Assistant Branch Manager at Republic Finance and Data Security Officer at Admiral Security Services. Jacob Sumner holds Bachelor Of Business Administration - Bba, Finance, General from Longwood University.
Email format at Fidelity Investments
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About Jacob Sumner
I am a senior finance major in the College of Business and Economics at Longwood University and am extremely interested in learning more about financial planning, market research, and brokerage services. Iwas able to improve my financial analysis skills by becoming a member of the Longwood Lancer StudentInvestment Fund; were we managed a portfolio of over $1,200,000 NYSE equities. Additionally, holding executive board positions within my Greek organization have allowed me to effectively refine my leadership and communication skills.
Jacob Sumner's current company
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Jacob Sumner work experience
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Assistant Branch Manager
Data Security Officer
• Recorded data of over 50 incoming and outgoing shipments daily • Updated daily activity log hourly to convey actions of clients, coworkers, and factory employees• Communicated with management to properly vet and check-in clients, guests, and other employees
Financial Representative Intern
• Aided in the development of personalized financial plans to ensure appropriate insurance policies for clients• Actively engaged in joint work with senior financial advisors• Completed daily prospecting, phoning, and lead generation
Food Server
• Actively listened and communicated with over 100 customers and 20 staff members daily in order to receive and relay needs of both parties.• Utilized point-of-sale system to assign occupants to tables, submit orders to the kitchen, and process multiple payments.• Provided customer service by addressing or assisted in solving customer problems when needed.
Cook
• Upheld company sanitation protocols by cleaning surfaces, floors, walls, equipment, and properly decontaminating machinery.• Carefully stored and organized all ingredients to ensure ease of access for other employees.
Intern
• Scheduled, confirmed, and cancelled patient appointments over telephone and in-person communication.• Supervised patients through check-in process and updated their information in the company database.• Assisted doctors with check-ups and procedures for over 50 animals per day.
Colleagues at Fidelity Investments
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Cole Cidade
Colleague at Fidelity InvestmentsWest Warwick, Rhode Island, United States
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Satyajeet Potdar
Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States
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Emilio Marianelli
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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Suzanne Long
Colleague at Fidelity InvestmentsNashua, New Hampshire, United States
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Chakira Tompkins
Colleague at Fidelity InvestmentsJacksonville, Florida, United States
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Drake D.
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States
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Skylar Hungate
Colleague at Fidelity InvestmentsLas Vegas, Nevada, United States
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Rishi Saxena
Colleague at Fidelity InvestmentsGreater Boston, United States
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Nicolas Souffrant
Colleague at Fidelity InvestmentsGreater Boston, United States
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Stella Chay, Eca, Cfp®
Colleague at Fidelity InvestmentsSan Francisco, California, United States
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Jacob Sumner education
Frequently asked questions about Jacob Sumner
Quick answers generated from the profile data available on this page.
What company does Jacob Sumner work for?
Jacob Sumner works for Fidelity Investments.
What is Jacob Sumner's role at Fidelity Investments?
Jacob Sumner is listed as Financial Representative at Fidelity Investments.
Where is Jacob Sumner based?
Jacob Sumner is based in Chesapeake, Virginia, United States while working with Fidelity Investments.
What companies has Jacob Sumner worked for?
Jacob Sumner has worked for Fidelity Investments, Republic Finance, Admiral Security Services, Northwestern Mutual, and Joe'S Crab Shack.
Who are Jacob Sumner's colleagues at Fidelity Investments?
Jacob Sumner's colleagues at Fidelity Investments include Cole Cidade, Satyajeet Potdar, Emilio Marianelli, Suzanne Long, and Chakira Tompkins.
How can I contact Jacob Sumner?
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What schools did Jacob Sumner attend?
Jacob Sumner holds Bachelor Of Business Administration - Bba, Finance, General from Longwood University.
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