Jacob Herd
Financial Advisor at CAPTRUST
- Role
- Financial Advisor Relationship Manager at CAPTRUST
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jacob Herd
I joined CAPTRUST in 2023 from QA Wealth Management and serve as a senior associate and…
Experience
Financial Advisor Relationship Manager
Apr 2023 — Present · Minnetonka, MN, US
Education
Gustavus Adolphus College
Financial Economics
2014 — 2018
Skills
- Microsoft Excel
- Powerpoint
- Teamwork
- Leadership
- Microsoft Office
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