James Jacobs is a finance professional with a diverse background in client services and writing. Currently serving as a Client Services Associate at Ned Davis Research since August 2023 and as a Refund Associate at Flywire since August 2022, James has also held positions including Loan Assistant at Conventus Holdings Corp. and Executive Assistant at Kooper Capital. Previous experience includes working as a Financial Relationship Consultant at Regions Bank and a Freelance Writer, where responsibilities encompassed article development and research. Additional roles include part-time tutoring at Kumon North America and serving as a T.S.A. at Jumpin Fun Sports. James holds a Bachelor's degree in Finance from the University of Central Florida and an Associate's degree in Finance from State College of Florida-Manatee-Sarasota.
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