Lindsey Jacobs

Lindsey Jacobs Email and Phone Number

Business Development Officer @ Daltra Capital LLC
Fort Lauderdale, FL, US
Lindsey Jacobs's Location
Charlotte, North Carolina, United States, United States
Lindsey Jacobs's Contact Details

Lindsey Jacobs work email

Lindsey Jacobs personal email

n/a
About Lindsey Jacobs

Lindsey Jacobs is a Business Development Officer at Daltra Capital LLC. They possess expertise in customer service, management, microsoft excel, leadership, research and 2 more skills. They is proficient in English.

Lindsey Jacobs's Current Company Details
Daltra Capital LLC

Daltra Capital Llc

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Business Development Officer
Fort Lauderdale, FL, US
Website:
daltracapital.com
Employees:
8
Lindsey Jacobs Work Experience Details
  • Daltra Capital Llc
    Business Development Officer
    Daltra Capital Llc
    Fort Lauderdale, Fl, Us
    View
  • Equitable
    Sales Engagement And Strategy Manager
    Equitable Jun 2023 - Present
    Charlotte, North Carolina, United States
    View
  • Equitable
    Internal Wholesaler
    Equitable Jun 2019 - Jun 2023
    New York
    I sell variable annuities to over 900 Financial Advisors within New York City, Long Island, Connecticut and Boston branches. Work closely with External Wholesaler to bring in over 350 million dollars in sales in 2020. Proactively call Financial Advisors to share sales ideas, provide product information, investment updates and sales support. Utilize excel to run daily sales reports, update pipeline, and analyze potential opportunities
    View
  • Morgan Stanley
    Wealth Management Intern
    Morgan Stanley Jun 2018 - Aug 2018
    New York City
    I worked with the Tribeca Group, a financial advising team focused on fixed income portfolios. At this Internship, I utilized salesforce and excel to better organize clientele and further analyze different strategies.
    View
  • Southern Glazer'S Wine & Spirits
    Business Analyst Intern
    Southern Glazer'S Wine & Spirits Jun 2017 - Aug 2017
    Bolingbrook, Il
    Southern Glazer's Wine & Spirits is a company that distributes adult beverages worldwide. -Worked with the Category Management team to code over 10,000 data entries into excel -Communicated with the Corporate team to increase sales -Scanned over 15,000 bottles into the computer to analyze the placement of wine and spirits
    View
  • Toyota North America
    Finance Intern
    Toyota North America May 2016 - Aug 2016
    North Miami, Fl
    I worked as the finance intern at Toyota of North Miami. As an intern I learned that Toyota focuses on customer service and helping the client. -Inserted over 500 policies into the computer-Organized over 300 deals sorting through paperwork -Communicated with different employees to solve problems with missing documents
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  • Cypress Bay High School
    Varsity Softball Co Captain
    Cypress Bay High School Jan 2011 - 2015
    Weston, Florida
    I was a part of my high school softball team which is very competitive. We have games from January until April where we learn how to work with a team and compete to make yourself the best person possible. -Learned how to work with a team-Made new friendships and connections-Learned how to work hard and never give up
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  • Toyota Motor Corporation
    Human Resource Internship
    Toyota Motor Corporation Jun 2014 - Jul 2014
    Miami/Fort Lauderdale Area
    Toyota is a car dealership where I worked under the Human Resources department. Throughout this internship I learned about the company and what makes the company so successful. -Learned organizational skills -Developed People skills -Learned about different aspects of the company
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Lindsey Jacobs Skills

Customer Service Management Microsoft Excel Leadership Research Public Speaking Project Management

Lindsey Jacobs Education Details

Frequently Asked Questions about Lindsey Jacobs

What company does Lindsey Jacobs work for?

Lindsey Jacobs works for Daltra Capital Llc

What is Lindsey Jacobs's role at the current company?

Lindsey Jacobs's current role is Business Development Officer.

What is Lindsey Jacobs's email address?

Lindsey Jacobs's email address is li****@****ols.com

What schools did Lindsey Jacobs attend?

Lindsey Jacobs attended Indiana University Bloomington.

What skills is Lindsey Jacobs known for?

Lindsey Jacobs has skills like Customer Service, Management, Microsoft Excel, Leadership, Research, Public Speaking, Project Management.

Who are Lindsey Jacobs's colleagues?

Lindsey Jacobs's colleagues are William Simmonds, Carter Jung, Douglas Barnard, Dalton Jacobs.

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