Financial Operations Associate
Jacob joined SPFA as the financial operations associate. He specializes in client relations and all aspects of investment operations functions. He is the primary contact at SPFA for account servicing requests and operation processes. Being a part of the team, Jacob’s main responsibilities include tending to the needs of the clients to enhance their overall experience at SPFA, producing quarterly investment reports and managing billing systems.
Jacob has great passion about personal finance. That prompts him to study B.S. degree in Business Administration with Finance Concentration. He is expecting to graduate from California State University East Bay in Fall of 2022.
Jacob grew up in Dublin, CA. He played football for the Dublin Gaels during all four years of high school, while simultaneously maintaining academic excellence. During his time at Dublin high School, Jacob was awarded various academic awards, such as principals honor roll and student-athlete awards.
Outside of work, Jacob enjoys going camping with his family, fishing, playing basketball, and traveling.