Jacob is a Senior Client Service Specialist at Parcion Private Wealth. He has over ten years of experience in wealth management support in New York City and the Seattle Area with additional background in banking and recruiting. Jacob’s philosophy to client service is driven by an emphasis on communication, and he enjoys developing relationships, learning new skills, and collaborating with colleagues to further enhance a focused team-based approach. Previously, Jacob was a senior associate at Coldstream Wealth Management and Wells Fargo Advisors.
Jacob earned his Bachelor of Arts from the University of Minnesota in the Twin Cities. In his free time, he likes traveling, visiting family, reading, staying fit, participating in improvisational comedy, and indulging in local cuisines whenever possible.