Jacob Kalb

Client Management Associate

Jacob Kalb has a diverse work experience that spans several roles and companies. In 2017, they worked as an intern at both the New Jersey State Organization of Cystic Fibrosis and Diversified Medical Communications, where they focused on tasks such as recruiting graphic artists, web programmers, and sales managers. In 2018, Jacob continued their internship at Portfolio Evaluations, Inc., where they contacted third-party financial wellness providers and record keepers for their Financial Wellness Program. Jacob also presented on financial wellness programs and recommended the best third-party provider for participant education. At the same company, they later became a Provider Solutions Group Analyst, a role they held until 2022. Currently, Jacob works at CAPTRUST as a Client Management Associate.

Jacob Kalb pursued a Bachelor's degree in Finance at Seton Hall University from 2015 to 2019.

Location

New York, United States

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