Jacob Rich Email and Phone Number
Jacob Rich work email
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Jacob Rich personal email
Self starter who demonstrates creative strategic-thinking and problem-solving abilities to excel in Operations Management. Eager to apply my organization skills and passion for processes to drive strategic initiatives and enable business routines to run efficiently as possible.
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Director Of OperationsBlue Barn WealthSalt Lake City, Ut, Us
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Director Of OperationsBlue Barn Wealth Feb 2024 - PresentOrem, Ut, Us -
Operations Director | Program Management | Process ImprovementDentist Advisors Jul 2020 - Sep 2023Salt Lake City , Ut, UsCoordinated cross-departmentally to ensure our internal processes, client experience, and business development efforts aligned with our company values, objectives, and revenue goals.Managed high-performing operations and for multiple teams while providing team training and project-based support, resulting in successful team coordination and a reduced headcount need by 75%.Orchestrated data-driven reports influencing decision making in support of continuous improvement.Collaborated closely with the executive team to conceptualize and deliver impactful initiatives. -
Operations Manager | Salesforce Administration | Project ManagementDentist Advisors Jan 2017 - Jul 2020Salt Lake City , Ut, UsDefined and measured KPIs; built and managed the implementation of dashboards by consulting with all teams to easily prioritize workload and understand the efficiencies of their work.Created and executed a training plan for new hires and continuing education for existing team members.Identified, designed, and deployed new business processes enabling operational excellences.
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Client Service Associate | Data Management | Onboarding SpecialistDentist Advisors Sep 2015 - Jan 2017Salt Lake City , Ut, UsEnsured data accuracy across multiple platforms for reliable analytics and reporting, while also creating end-to-end client onboarding and ongoing services.
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InternMariner Wealth Advisors Jun 2015 - Aug 2015Overland Park, Ks, Us -
Support RepresentativeAllegis Advisor Group Mar 2014 - May 2015South Jordan, Ut, Us
Jacob Rich Skills
Jacob Rich Education Details
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Utah Valley UniversityPersonal Financial Planning
Frequently Asked Questions about Jacob Rich
What company does Jacob Rich work for?
Jacob Rich works for Blue Barn Wealth
What is Jacob Rich's role at the current company?
Jacob Rich's current role is Director of Operations.
What is Jacob Rich's email address?
Jacob Rich's email address is ja****@****ors.com
What schools did Jacob Rich attend?
Jacob Rich attended Utah Valley University.
What are some of Jacob Rich's interests?
Jacob Rich has interest in Education, Disaster And Humanitarian Relief, Health.
What skills is Jacob Rich known for?
Jacob Rich has skills like Leadership, Public Speaking, Customer Service, Emoney, Microsoft Excel, Microsoft Word, Outlook, Powerpoint, Microsoft Office, Research, Social Networking, Training.
Who are Jacob Rich's colleagues?
Jacob Rich's colleagues are Breanna Pfeffer.
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