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Jacobo León is listed as Operations Associate at International Assets Advisory, a company with 74 employees, based in Orlando, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jacobo León.
Jacobo León previously worked as Co-Owner / Analyst at Oripoto Capital. Jacobo León holds Economics And Business from Universidad Metropolitana (Ve).
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With a strong combination of economic knowledge, financial expertise, customer service skills, and entrepreneurial heartbeat, I am a valuable asset in analytical and decision-making roles. The alignment of personal adventure and professional growth will result in day-to-day hands-on excitement for me.Proven experience in account management, settlement of sensitive transactions, handling private information, investment analysis, and economic principles. My goal is to learn and grow in the global financial markets from different points of view, just as I have done for the last 5 years. Therefore, when making professional decisions, I prefer those that improve these factors.
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Orlando, Florida, United States
- Investment accounts creation including retirement 401k, IRAs, individual & joint tenants, education plans 529, life insurance & annuities, and others.- Review and acceptance of required documentation for investment account management.- Customer service support and RIA’s/IAR’s assistance on financial services processes. CRM platform handling and organizing.
Orlando, Florida, United States
My role involves analysis and management activities, ensuring the company's operations. Some of the most relevant functions are:- Investment analysis- Company’s financial account management (investment software, capital and investment positions movements/transfers, presentation of current status and administration)- Management and administration of capital.
Other employees you can reach at iaac.com. View company contacts for 74 employees →
Mario Porras
Colleague at International Assets AdvisoryEl Paso Metropolitan Area, United States
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Gil Dulberg
Colleague at International Assets AdvisoryOrlando, Florida, United States, United States
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Lance Williamson
Colleague at International Assets AdvisoryLouisville Metropolitan Area, United States
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Wade Dew
Colleague at International Assets AdvisorySpring Lake, New Jersey, United States, United States
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Jerry Klusener, Cfp
Colleague at International Assets AdvisoryCarthage, Missouri, United States, United States
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Cindy Cofrancesco
Colleague at International Assets AdvisoryMulberry, Florida, United States, United States
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Michael Petramalo
Colleague at International Assets AdvisoryDaytona Beach, Florida, United States, United States
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Ashley Archer
Colleague at International Assets AdvisoryOrlando, Florida, United States, United States
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Brandi Dix
Colleague at International Assets AdvisoryGreater Orlando, United States
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Bill Leedy
Colleague at International Assets AdvisoryOrlando, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
Jacobo León works for International Assets Advisory.
Jacobo León is listed as Operations Associate at International Assets Advisory.
Jacobo León is based in Orlando, Florida, United States while working with International Assets Advisory.
Jacobo León has worked for International Assets Advisory and Oripoto Capital.
Jacobo León's colleagues at International Assets Advisory include Mario Porras, Gil Dulberg, Lance Williamson, Wade Dew, and Jerry Klusener, Cfp.
You can use AeroLeads to view verified contact signals for Jacobo León at International Assets Advisory, including work email, phone, and LinkedIn data when available.
Jacobo León holds Economics And Business from Universidad Metropolitana (Ve).
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