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Jacob Stanczyk

Jacob Stanczyk

Client Service Manager & Technology Manager

MD Financial Advisors

St. Louis Park, MN

Client Service Manager & Technology Manager at MD Financial Advisors

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MD Financial Advisors

Client Service Manager

- Manage all aspects of our clients financial matters including insurance, investments, employee benefits, taxes, and estate planning.
- Responsible for introducing and integrating new software and technology into the practices' daily operations.
- Create detailed financial planning scenarios to build a custom plan for each client I work with

University Of Minnesota - Carlson School Of Management

B.S.B, Accounting And Finance

College Of Financial Planning

CFP Designation Education Program

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- Prepared portfolio analysis and retirement plans for client meetings
- Shadowed client meetings to learn how to conduct successful meetings

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