Jacob Warren is a high-skilled professional, who works in Think Investing as a Founder since 2019. Jacob Warren has earned professional experience in more than seven positions at various companies. Jacob Warren went to the University of Missouri-Kansas City and was studying there from 2012 to 2014. Kansas City, Missouri is the area, where the professional was known to settle. Their e-mail and phone are accessed through this website by request.
Name variants:
Jakob Warren,
Jaycob Warren,
Jake Warren,
Jay Warren,
Jakl Warren
Last updated May 22, 2024
Contact Information
Last Update
Aug 2, 2013
Location
Kansas City, MO
Company
Think Investing
Workplace
Founder
Work History
Sales Marketing Manager
908 Riverside Dr, Palmetto, FL 34221
Recognized as top 100 Marketing Sales Manager out of 240,000 worldwide.
Achieved partnership growth of over 5,000 distributors in over 40 states and 5 countries, including US, Canada, Euro...
Nov 2012 — 2018
Founder & President
Kansas City, Missouri Area
Manage eight figures in assets under management for over 300 households. Maintained 15%+ business growth each year since 2001. Independently owned and branded investment practice. http://www...
from Feb 2009
Independent Financial Consultant
7755 3Rd Street Pl north, Oakdale, MN 55042
Independently created and managed portfolio of 500 clients with total investment portfolio valued at $30M.
Managed portfolios for HNW clients with complicated situations.
Analyzed banking...
May 2001 — Dec 2011
Operations Service Representative
Implemented new business account setup, including working with operations management and VP of sales/marketing in client acquisition.
Aug 2000 — May 2001
Education
2012 — 2014
2012 — 2014
1997 — 2001
Occupations
Executive
Chairperson
Founder
Chief Executive
Founding Member
Skills
Wealth Management
Finance
Financial Goals
Financial Analysis
Financial Modeling
Investments
Fixed Annuities
Accounting
Marketing
Strategic Financial Planning
Microsoft Excel
PowerPoint
Business Planning
Technical Analysis
Series 6
Series 7
Series 63
Series 65
Life & Health Insurance Licenses
Powerpoint
Life and Health Insurance Licenses
Asset Allocation
Securities
Financial Planning
FAQs about Jacob Warren
What's the main profession of Jacob Warren?
Jacob Warren is a Founder.
What are the main profession of This professional?
These person's professions are Executive and Chairperson
Where is Jacob Warren located?
Jacob Warren is located in Kansas City, Missouri.
Where did Jacob Warren work?
Jacob worked at Think Investing, It Works Global.
Does Jacob Warren have personal webpage or blog?
Jacob`s website is http://www.warrenwealth.com and http://www.thinkinvesting.com.
Where has Jacob Warren studied?
Jacob studied at the University of Missouri-Kansas City from 2012 to 2014.
What is professional industry that Jacob Warren is connected to?
This professional works in Investment Management industry.
Are there any special skills, that Jacob Warren has?
This professional has skills in the following areas:.