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    Jacob Rosenfeld

    Client Account Manager at Shareholders Foundation

    Jacob Rosenfeld is an accomplished professional with a strong background in finance and client account management.

    Jacob holds a Master of Business Administration (MBA) with a focus on Finance from National University and a Bachelor's degree from San Diego State University, reflecting a solid academic foundation.

    Currently serving as a Client Account Manager at Shareholders Foundation, Jacob brings over three decades of experience in managing client relationships and financial matters.

    Jacob's philosophy, inspired by Steve Jobs, drives his approach to life and work, constantly seeking alignment between his daily activities and life's purpose.

    Jacob Rosenfeld
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    Location

    Greater San Diego Area