Tina Jacob

Client Onboarding/ Offboarding Team Lead at MAI Capital Management

Tina Jacob has a diverse work experience. Tina is currently working as a Client Onboarding/Offboarding Team Lead at MAI Capital Management, where they started in January 2023. Prior to this role, they worked as an Operations Specialist at the same company from March 2021 to April 2023.

Before joining MAI Capital Management, Tina served as the Director of Operations at Groth Financial Services from August 2016 to March 2021. Tina also worked as an Assistant Financial Representative at Northwestern Mutual from May 2014 to August 2016.

Tina began their professional journey as a Marketing Intern at Farmers Insurance in January 2014. Tina successfully implemented marketing strategies, managed the agency's social media, and created an environment to attract future clients.

In addition to their corporate experience, Tina also worked as a Mobile Campus Associate at Cleveland State University from August 2013 to May 2014. In this role, they assisted students and faculty with loaning computers and resolving technical issues. Tina also managed inventory and reported to the department head.

Overall, Tina Jacob has gained expertise in client services, operations management, financial representation, marketing, and technical support throughout their career.

Tina Jacob received their Bachelor of Business Administration (B.B.A.) degree in Banking, Corporate, Finance, Insurance, and Securities Law from Cleveland State University. Tina attended the university from 2010 to 2014.

Links

Previous companies

Cleveland State University logo
Farmers Insurance logo
Northwestern Mutual logo

Timeline

  • Client Onboarding/ Offboarding Team Lead

    January, 2023 - present

  • Operations Specialist

    March, 2021

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