Jacob Schiessl
Client Service Associate @Cornerstone Wealth Management, Usa
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WORK HISTORY
Client Service Associate @Cornerstone Wealth Management, Usa
Madison, WI, US
Set meetings with existing and potential clients over the phone • Work closely with a financial advisor and other team members to complete a variety of back office work • Maintain and expand upon relationships with clients and wholesalers • Currently Studying for Wisconsin Health and Life Insurance License\'s along with Series 7 Exam
EDUCATION
University of Wisconsin-Fox Valley
Associate of Arts and Sciences - AAS
University of Wisconsin-Madison
Personal Finance B.S.
ABOUT JACOB SCHIESSL
Senior at the University of Wisconsin Madison. Associates Degree in Arts and Science through the University of Wisconsin Oshkosh. Currently studying Personal Finance in the School of Human Ecology. I Enjoy Wisconsin sports, working out, visiting state parks, and traveling to places across the country. Kimberly High School graduate where I participated on the boy\'s volleyball team for four years as well as basketball for two. Through these experiences, I have realized that many of the challenges in life can be approached with strategy, practice, and repetition. Financial planning, and working with others to achieve their dreams are no different. I believe Personal Finance is extremely important to each individual person and I love working with others to help them understand their goals. Everyone is entitled to living a life that is fulfilling and satisfying, and part of that is financial independence.
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