Janet Jakobitz

Janet Jakobitz Email and Phone Number

Client Service Coordinator at Marks Group Wealth Management @ Marks Group Wealth Management
minnetonka, minnesota, united states
Janet Jakobitz's Location
Greater Minneapolis-St. Paul Area, United States
Janet Jakobitz's Contact Details

Janet Jakobitz personal email

About Janet Jakobitz

Marks Group Wealth ManagementAs a Registered Investment Advisory firm, we have a fiduciary responsibility. We manage your investments and provide you with financial advice, with your best interests always as our highest priority. Our firm is independent, our employees are owners, and our advisors are fiduciaries. This combination leads to a culture of collaboration, fewer conflicts of interest, and a promise of accountability to you from the moment we meet.You’ll have a powerful group of smart people on your side because every Marks Group team member collaborates on your behalf. We conduct our own research, build our own portfolios, and design and implement strategies based on your specific priorities.Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.

Janet Jakobitz's Current Company Details
Marks Group Wealth Management

Marks Group Wealth Management

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Client Service Coordinator at Marks Group Wealth Management
minnetonka, minnesota, united states
Website:
marksgroup.com
Employees:
13
Janet Jakobitz Work Experience Details
  • Marks Group Wealth Management
    Client Service Coordinator
    Marks Group Wealth Management Nov 2017 - Present
    Greater Minneapolis-St. Paul Area
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  • Liberty Carton Company
    Assistant To General Manager
    Liberty Carton Company Feb 2016 - Nov 2017
  • 360 Financial
    Client Relations, Project Management, Marketing
    360 Financial Mar 2010 - Feb 2016
    Customer relations, project management, event planning, compliance and marketing
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  • Volkart May & Associates, Inc.
    Business Development Specialist
    Volkart May & Associates, Inc. Jun 2009 - Feb 2010
    Business-to-business telemarketing/lead generation.
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  • Re/Max Associates Plus
    Residential Real Estate Agent
    Re/Max Associates Plus 2002 - 2009
    As an independent contractor and business owner, provided real estate services to buyers and sellers.
  • Armed Inc.
    Office Manager
    Armed Inc. 1999 - 2001
    Performed administrative and some regulatory functions for investor-financed start-up medical device company. Also managed special projects, including relocation of company.
  • Lefebure Corporation
    Service Supervisor
    Lefebure Corporation 1992 - 1998
    Supervised administrative team, served as primary customer relations contact for 3-state region, managed service contracts, coordinated special projects and regional meetings. Customers were primarily financial institutions requiring maintenance of security equipment.

Janet Jakobitz Skills

Customer Service Marketing Marketing Strategy Management Event Planning Notary Public Business Development Sales Leadership B2b Fundraising Microsoft Word Team Building Project Management Strategic Planning Strategic Partnerships Project Planning Real Estate Office Management Marketing Communications Account Management

Janet Jakobitz Education Details

Frequently Asked Questions about Janet Jakobitz

What company does Janet Jakobitz work for?

Janet Jakobitz works for Marks Group Wealth Management

What is Janet Jakobitz's role at the current company?

Janet Jakobitz's current role is Client Service Coordinator at Marks Group Wealth Management.

What is Janet Jakobitz's email address?

Janet Jakobitz's email address is ja****@****ton.com

What is Janet Jakobitz's direct phone number?

Janet Jakobitz's direct phone number is +176354*****

What schools did Janet Jakobitz attend?

Janet Jakobitz attended University Of Minnesota - Carlson School Of Management.

What skills is Janet Jakobitz known for?

Janet Jakobitz has skills like Customer Service, Marketing, Marketing Strategy, Management, Event Planning, Notary Public, Business Development, Sales, Leadership, B2b, Fundraising, Microsoft Word.

Who are Janet Jakobitz's colleagues?

Janet Jakobitz's colleagues are Samantha Thorn, Cfp®, William Patterson, Pat Deeg, Cfp®, Erica Lewerenz, Iaccp®, Matt Arnold, Cfp®, Brett Angel, Jeremy Netka.

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