Jacob Kendell

Owner at Paseo Advisors

Role
Financial Services Consultant at Trustlab
Location
Bountiful, UT, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Financial Services Consultant

    Trustlab

    Feb 2022 — Present · San Francisco, CA, US

    Outsourced Financial Consultant specializing in SaaS/Fintech companies. Worked as primary financial contact and managed monthly reporting, FP & A functions, and other financial and accounting needs for the company.

Education

  • Utah Valley University

    Master's degree, Accounting

  • University of Utah

    Bachelor of Science - BS, Accounting

Skills

  • Presentation Skills
  • Microsoft Office
  • Sales
  • Spanish
  • Customer Satisfaction
  • Customer Retention
  • Customer Service
  • Leadership
  • Teamwork

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Jacob Kendell — Financial Services Consultant at Trustlab in Bountiful, UT, US | Unifers