Jacob Burnett
Wealth Specialist at MAI Capital Management
- Role
- Wealth Specialist, Senior Associate at MAI Capital Management
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jacob Burnett
Certified financial planner™ accredited estate planner®
Experience
Wealth Specialist, Senior Associate
Apr 2024 — Present · Cleveland, OH, US
Skills
- Sql
- Microsoft Office
- Public Speaking
- Teamwork
- R
- Powerpoint
- Microsoft Excel
- Time Management
- Java
- Html
- Microsoft Word
- Customer Service
- Leadership
- Social Media
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