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Jacob Pierce Email & Phone Number
Operations Associate
at
Mariner Wealth Advisors
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Operations Associate
Location
Mckinney, Texas, United States
Who is Jacob Pierce? Overview
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Quick answer
Jacob Pierce is listed as Operations Associate at Mariner Wealth Advisors, based in Mckinney, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jacob Pierce.
Jacob Pierce previously worked as Treasurer at Briidge The Gap and Administrative Assistant at Oakmont Financial Services. Jacob Pierce holds Bachelor Of Arts - Ba, English Language And Literature, General from Texas State University.
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Mariner Wealth Advisors
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Profile bio
About Jacob Pierce
I am a new graduate, open to work opportunities across various industries. I graduated from Texas State University with a Bachelor's degree in English. I am a hard-working and adaptable worker with years of proven experience in customer service and administrative assistance. My desire to learn makes me flexible, allowing me to thrive in multiple environments. I am currently an administrative assistant at Oakmont Financial Services, a private wealth management firm based in McKinney, Texas. I serve as the first point of contact to 70 clients and regularly manage their existing financial accounts. A few tasks that I oversee is managing our CRM system consisting of all client profiles, liaising with financial institutions to update our client accounts, and assisting our financial advisor as needed.
Current workplace
Jacob Pierce's current company
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6 roles
Jacob Pierce work experience
A career timeline built from the work history available for this profile.
Operations Associate
Current
Sep 2022 - Present
Treasurer
Current
Briidge The Gap
Managed financial wellbeing of nonprofit by delegating funds amongst programs and activities Performed fundraising by composing grant forms and pursuing donations, drawing in an approximate 15% monthly increaseActed as counsel to founder on developing new strategies to promote evolving visionAssisted with organization’s core mission by volunteering at.
Apr 2022 - Present
Administrative Assistant
Oakmont Financial Services
Managed and updated Redtail CRM system consisting of 75 client profiles.Prepared and faxed nearly 25 documents to update client accounts weekly.Acted as the first point of contact for firm by answering preliminary phone calls and taking messages for financial advisor.Maintained productivity in assisting financial advisor with various tasks in a remote.
May 2021 - Jul 2022
Server
Served an average of 40 patrons daily by taking orders and relaying to kitchen staff.Memorized an extensive wine list of over 50 wines and food menu of over 25 dishes.Acted as a salesperson to market wine and food list to customers, driving up sales by 30% during tenure.Consistently placed first in food and wine sales amongst 15 servers over 8 months.
Jan 2018 - Aug 2018
Restaurant Staff, Employee Trainer
Delivered orders efficiently from the kitchen to the customers during peak hours.Took an average of 30 orders in store and over the phone daily through POS system.Executed food preparation duties, such as preparing salads and pasta, and oversaw oven duties by cutting and assembling over 100 pizzas daily.Trained new hires on all job scopes, ranging from.
Aug 2015 - Aug 2017
1 education record
Jacob Pierce education
FAQ
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What company does Jacob Pierce work for?
Jacob Pierce works for Mariner Wealth Advisors.
What is Jacob Pierce's role at Mariner Wealth Advisors?
Jacob Pierce is listed as Operations Associate at Mariner Wealth Advisors.
Where is Jacob Pierce based?
Jacob Pierce is based in Mckinney, Texas, United States while working with Mariner Wealth Advisors.
What companies has Jacob Pierce worked for?
Jacob Pierce has worked for Mariner Wealth Advisors, Briidge The Gap, Oakmont Financial Services, Grimaldi'S Pizzeria, and Palio'S Pizza Cafe.
How can I contact Jacob Pierce?
You can use AeroLeads to view verified contact signals for Jacob Pierce at Mariner Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jacob Pierce attend?
Jacob Pierce holds Bachelor Of Arts - Ba, English Language And Literature, General from Texas State University.
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