Travis Jacobsen Email & Phone Number

South Jordan, UT, US

Riverton, Utah, United States

Salt Lake City, Utah, United States

Salt Lake City, Utah, United States

Salt Lake City, Utah, United States

I was selected to work with Zions Bancorporation as a Wealth Management Summer Intern. I worked with a team of Financial Advisors to assist a broad range of clients from a wholistic perspective to help them achieve their financial goals. Key experiences included discovery meetings, financial plan creation, annual portfolio reviews, and spreadsheet analysis.

St George, Utah, United States

I was one of 20 students accepted into highly competitive and paid full time summer internship for Zions Bancorp in their risk management department.Functioned as part of a collaborative team engaged in both research and alpha extraction of useful insights from external data related to the risks poised to Zions within the tech space. Functioned as an.

Entrada St. George

Property Manager (PT/Contract) for high profile couple who are out-of-town seasonal owners of residence located in Entrada community. Duties include hiring, supervising, and working with local contractors on an as needed basis for maintenance needs, repairs, and renovations.

Saint George, Utah

Responsibilities include handling varied financial transactions, explaining and cross selling service offerings, and answering questions on bank policies and procedures.

Aurora, Utah, United States

Self taught window film installer within hometown of Aurora UT. Developed social media campaign to promote customized services and through my attention to detail became the 'go to' guy in town.

Bachelor Of Science - Bs, Finance, Senior

Education record