Jacob Kirschner Email & Phone Number

Denver, Co, Us

Lexington, South Carolina Area

• Create personalized financial plans for high net worth clients• Build strong client relationships and perform regular in person account reviews• Actively prospect leads and onboard new clients• Implement income, tax, and estate planning strategiesSecurities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: Cola Wealth Advisors and Centaurus Financial, Inc. are not affiliated.

Lexington, South Carolina, United States

• Collaborated with Advisor to complete administrative tasks, and service client accounts• Completed a multitude of client forms, as well as deliver forms to client homes to be signed • Actively researched fixed income securities and help maintain strong client portfolios

Exton, Pennsylvania

• Demonstrate effective rapport and sales skills when interacting with customers, increasing business• Service parties up to 40 people in addition to 3-5 other tables, multi-tasking in a fast paced environment• Utilize upselling techniques to generate sales over $1000 per shift• Actively work as a team member to ensure the restaurant runs smoothly

Remote

• Utilize marketing strategies for festivals across campus and social media outlets, resulting in $10,000 in ticket sales for one event• Network with students and follow up on to warm leads to maintain communication and relationships

Columbia, South Carolina Area

• Recruited a marketing team to assist in generating 100+ leads• Marketed my business through door-to-door cold calling & advertisement • Wrote estimates for home improvement projects based on materials, labor, and overhead costs• Followed up with client needs and questions to close out $28,000 in sales