Winfred Jacob Company Details
Location
Amherst, New York, United States
Industry
Financial Services
Winfred Jacob's Current Company
Level Financial Advisors, Inc.
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Industry | Financial Services |
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Location | Amherst, New York, United States |
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Industry | Financial Services |
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Location | Amherst, New York, United States |
Winfred Jacob's Experience and Education
Work Experience
Senior Financial Advisor
2016-10 to Unknown
Amherst, New York, United States
Founding Partner And Certified Financial Planner
2006-01 to 2016-10
Tulsa, Oklahoma, United States
Education
Bachelor Of Business Administration in Business Administration And Management
1974 to 1978
Rochester, New York, United States
Frequently Asked Questions about Winfred Jacob
What company does Winfred Jacob work for?
Winfred Jacob works for Level Financial Advisors, Inc.
What is Winfred Jacob's role in his workplace?
Winfred Jacob's role in his workplace is
Senior Financial Advisor .
Which industry does Winfred Jacob work in currently?
Winfred Jacob works in the industry
Financial Services.
What schools did Winfred Jacob attended?
Winfred Jacob attended
Rochester Institute Of Technology.
What are some of Winfred Jacob's interests?
Winfred Jacob has interests in
Poverty Alleviation,
and
Education.
What are some of Winfred Jacob's skills?
Winfred Jacob has skills like
Personal Financial Planning,
Retirement Planning,
Investment Advisory,
Financial Advisory,
Retirement,
Financial Planning,
Investments,
Securities,
Investment Management,
Finance,
Finra,
Certified Financial Planner,
Insurance Planning,
Wealth,
Wealth Management,
Portfolio Management,
Mutual Funds,
Financial Services,
Estate Planning,
Investment Strategies,
and
Small Business.
Who are Winfred Jacob's colleagues?
Winfred Jacob's colleagues are
Paul Coleman,
Candice Shonell,
Elise Murphy,
Paul Coleman,
Michael Heburn,
Robert Decker,
and
Steven Elwell.
Who are Winfred Jacob's peers at other companies?
Winfred Jacob's peers at other companies are
Larry Mckinley,
Jack Nicholson,
Monamie Chakravarti,
Maxwealth Reinhardt,
Alexander Pols,
Enrico Di Santarosa,
and
Sinéad Pb.
