Jacob Widepalm serves as a Sales Manager at Coeli since April 2024, focusing on client acquisition and asset management for high-net-worth individuals, entrepreneurs, family offices, and institutions, with a minimum capital of 5 million kronor across various investment sectors including equities, bonds, hedge funds, real estate, and private equity. Prior to this role, Jacob worked as a Wealth Manager at Söderberg & Partners from August 2021 to April 2024, offering tailored investment advice to clients based on their total wealth, including private assets and retirement plans. Earlier experience includes positions as a New Client Responsible within Wealth Management and as an Assistant Financial Advisor. Educational achievements include a Master's degree in Strategy and Management Control and a Bachelor's degree in Business Administration from Linköping University, complemented by an exchange semester at RMIT University in Australia.
Sign up to view 0 direct reports
Get started
This person is not in any teams