Jacob Schaefer Email and Phone Number
Jacob Schaefer work email
- Valid
Jacob Schaefer personal email
My primary job focus is holistic financial planning and asset protection in an effort to assist people in achieving their financial goals and objectives.I obtained my BSBA, graduating Cum Laude from Youngstown State University, Williamson College of Business. I majored in international business with a specific focus in finance. I hold my Series 7, 66 securities licenses and state insurance licenses. I am currently pursuing my CFP.Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.10503 TIMBERWOOD CIRCLE, STE 205LOUISVILLE, KY 40223502.420.9912
Commonwealth Capital Management, Llc
View- Website:
- ccmresource.com
- Employees:
- 16
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Commonwealth Capital Management, LlcLouisville, Ky, Us
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Financial AdvisorCommonwealth Capital Management, Llc Aug 2022 - PresentLouisville, Kentucky, Us
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Avp, Financial AdvisorPnc Feb 2021 - Aug 2022Pittsburgh, Pennsylvania, Us -
Avp, Financial AdvisorCitizens Investment Services Nov 2019 - Jan 2021Us -
Investments ConsultantKeybank Jun 2019 - Nov 2019Cleveland , Ohio, Us -
Compliance AnalystPnc Mar 2018 - May 2019Pittsburgh, Pennsylvania, UsI worked as a compliance analyst for PNC Investments broker dealer within the Independent Risk Management Group, a division of Enterprise Compliance.As an analyst within Independent Risk Management, my role was to support Enterprise Compliance functions in an effort to identify and mitigate risks that may cause the firm and its clients financial displacement through ad-hoc and annual reviews, targeted examinations of business functionalities and quarterly monitoring and reporting on key business functions.
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Senior Investment Services AdvisorPnc May 2016 - Mar 2018Pittsburgh, Pennsylvania, UsI worked exclusively with PNC clients in achieving their investment objectives. I was a centralized financial advisor based out of Cleveland, Ohio. I built and managed client portfolios based upon a needs first assessment while providing market guidance.
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Campaign Finance SpecialistElections Board Aug 2015 - Apr 2016I reviewed voter information looking for inconsistencies and voter fraud. I also audited election day voting data and results. I worked on campaign finance, reviewing pre and post elections reports of candidates and PAC's.
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Client RelationsThe J. Arnold Wealth Management Company Oct 2014 - Aug 2015I worked in Client Relations for The J. Arnold Wealth Management Company. I began as an intern in 2014 and was promoted through a mentorship after I passed my series 7. I assisted in the management of $35 million in assets in addition to handling compliance. I coordinated new business and asset acquisition per the firms marketing strategy.
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Research InternJust Falafel May 2014 - Jun 2014Dubai, AeI conducted market research and analysis through LEB(London Executive Business School) at Kings College. I worked on a team preparing a report on market penetration and strategy success for Just Falafel's London campaign. We presented our analysis and findings to the COO Michael Biggins at the end of the program. -
Exporting Research InternshipTrumbull County Hardwoods Jan 2014 - May 2014I was a part of a new class initiative at Youngstown State that paired students with a local business that was preparing to export goods to a new market. Under instructor Mousa Kassis, I lead a team of three individuals. We developed an international business plan for Trumbull County Hardwoods. This involves extensive research into the company and products. We also reviewed the current export strategy to identify improvement opportunities. I specifically worked on market research and market outlook/conditions for forestry products in various European and Asian markets. We presented our plan to the organization and gave a presentation for the Youngstown State.
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ParticipantEnvision Experience Jun 2009 - Jul 2009Vienna, Va, UsWhile in high school I participated in the National Youth Leadership Forum on Medicine, now associated through Envision. The experience was a ten day trip to The University of Illinois at Chicago. The program stressed emphasis on development of ones ability to analyze information, think critically, communicate effectively, team building, and conflict resolution. The goal of the program was to help student identify the academic, personal and professional skills needed to be successful in the expanding field of medicine; prepare oneself for the complexity of the health care system and the challenges of its relationship with media, government, education and public demands.
Jacob Schaefer Skills
Jacob Schaefer Education Details
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Youngstown State UniversityInternational Finance -
Warren John F. Kennedy Catholic High SchoolCollege/University Preparatory And Advanced High School/Secondary Diploma Program
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Leb EducationMarketing And Finance
Frequently Asked Questions about Jacob Schaefer
What company does Jacob Schaefer work for?
Jacob Schaefer works for Commonwealth Capital Management, Llc
What is Jacob Schaefer's role at the current company?
Jacob Schaefer's current role is Financial Advisor at Commonwealth Capital Management.
What is Jacob Schaefer's email address?
Jacob Schaefer's email address is ja****@****pnc.com
What schools did Jacob Schaefer attend?
Jacob Schaefer attended Youngstown State University, Warren John F. Kennedy Catholic High School, Leb Education.
What are some of Jacob Schaefer's interests?
Jacob Schaefer has interest in Children, Politics, Education, Poverty Alleviation, Science And Technology, Human Rights, Animal Welfare.
What skills is Jacob Schaefer known for?
Jacob Schaefer has skills like Leadership, Microsoft Excel, Microsoft Office, Time Management, Public Speaking, Microsoft Word, Research, Higher Education, Powerpoint, Training, Social Media, Student Affairs.
Who are Jacob Schaefer's colleagues?
Jacob Schaefer's colleagues are Steven Blair, Lynore A. Yates, Msfs, Cltc, Matt Kittell, Joseph Richardson, Michael P. Saunders Crpc®, Cltc, Apma®, David Price, Tom Castle.
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