Jacob Lee Email & Phone Number

Chicago, Illinois, United States

At WestPac Wealth Partners, we take a comprehensive planning approach that helps our clients build a strategy to accumulate, protect and create income from their assets. We serve our clients in several areas that include: Retirement Planning, Life Insurance, College Savings, Long-Term Care, and Asset Management.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. THIRD COAST ADVISORS, INC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Chicago, Illinois, United States

Greater Philadelphia

AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d. Karr Barth Associates, Inc. is not owned or operated by AXA Advisors or its affiliates.

Greater Boston Area

I help companies adopt software-defined infrastructure, transforming their IT environments into a provider of cost efficient, rapid-response, and risk free services. I work with IT professionals to identify and overcome challenges they are facing currently, while working to prevent obstacles in the future.My customers have achieved:• On average 35% reduction in hardware costs• On average 55% reduction in software licensing costs• Automation and optimization of their environments

Montreal, Canada Area

• Trained new employees on all procedures and tasks pertaining to the tracer position, also aided in the interview and hiring of employees. • Supervised using statistics provided through the fundraising software.• Communicated with staff and organized shifts to optimize performance and attendance. • Crafted and implemented more efficient tracing methods.• As the main touch point for all alumni who called back, dealt with concerns and referred graduates to appropriate parties.