See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

JB

Jacob B.

Intro Book
Leadership and sales expert with financial modeling skills.
  • Claim this Profile
Location
Dallas, Texas, United States, US
Languages
  • English Native or bilingual proficiency
  • Italian Elementary proficiency
Skills
  • Leadership
  • Customer Service
  • Athletics
  • Microsoft Word
  • Time Management
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Jacob B. is a seasoned professional with expertise in leadership, customer service, and sales, complemented by proficiency in Bloomberg Terminal and financial modeling. He has a strong background in athletics and sports coaching, and holds FINRA certifications.

Credentials

  • Series 63
    FINRA
    Nov, 2020
    - Apr, 2026
  • Series 79
    FINRA
    Nov, 2020
    - Apr, 2026
  • Financial Modeling
    Training The Street
img
img
Gold Feature
Click to upgrade to our gold packagefor the full feature experience.

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles