ÂÜÀòÂÒÂ×

Jacob Altman has a diverse work experience with various roles in different companies. Jacob started their career in 2011 at McDonald's where they served as a Manager, responsible for overseeing the restaurant's operations and ensuring compliance with health code standards. In 2014, they transitioned to Red Robin as a Waiter, consistently achieving sales goals and promoting a positive team environment.

In 2017, Jacob joined TCF Bank as a Relationship Banker, where they executed daily teller operations, opened accounts for customers, and upsold various products to generate revenue. The following year, they worked as a Travel Coordinator at Grand Canyon University, reviewing credit card authorizations, facilitating travel arrangements for potential students, and ensuring accurate accounting of transactions.

In 2019, Jacob joined Morgan Stanley as a Registered Associate, where they proactively resolved complex problems, processed financial and legal requests, and ensured the smooth flow of assets into and out of the company. Jacob later became a Financial Advisor, creating comprehensive financial plans for clients, soliciting trades based on risk tolerance, and educating clients on financial products.

Currently, Jacob is working at Sequoia as a Senior Client Analyst. In this role, they drive project success and team efficiency through effective leadership skills. Jacob has implemented new system processes to improve day-to-day operations and provides guidance and support to new analysts. Prior to this role, they served as a Client Analyst, conducting financial analysis, designing contribution plans, and generating reports for clients.

Throughout their career, Jacob has demonstrated strong leadership skills, attention to detail, and the ability to work effectively in various industries.

Jacob Altman earned a Bachelor of Science degree in Marketing from Grand Canyon University, where they studied from 2016 to 2018. In addition to their degree, they have obtained several certifications, including an Insurance Producer certification from the National Insurance Producer Registry in June 2023, a Series 66 certification from NASAA in December 2019, and certifications in SIE and Series 7 from FINRA, although specific dates of attainment are not provided for the latter two certifications.