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James Jacobs is a finance professional with a diverse background in client services and administrative roles. Currently employed as a Client Services Associate at Ned Davis Research since August 2023 and as a Refund Associate at Flywire, James has demonstrated a commitment to customer service. Previous experience includes positions as a Loan Assistant at Conventus Holdings Corp., an Executive Assistant at Kooper Capital, and a Financial Relationship Consultant at Regions Bank. Additionally, James has served as a Freelance Writer, honing skills in research, typing, and data entry. Educational credentials comprise a Bachelor's degree in Finance from the University of Central Florida and an Associate's degree in Finance from the State College of Florida-Manatee-Sarasota.