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HENRY JAKOBSZE

HENRY JAKOBSZE

National Account Executive

Followers of HENRY JAKOBSZE1000 followers
location of HENRY JAKOBSZEGreater Chicago Area

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  • Timeline

  • About me

    Senior Vice President - Wealth Management at UBS Financial Services, Inc.

  • Education

    • St. Patrick High School, Chicago

      1975 - 1979

    • Saint Mary's University of Minnesota

      1980 - 1983
      Bachelor of Arts, Business Administration Marketing, Psychology

  • Experience

    • FedEx

      Jan 1985 - Jul 1996
      National Account Executive

    • Drexel Burnham Lambert

      Dec 1985 - Mar 1987
      Stock Options Analyst

    • UBS Financial Services, Inc.

      Mar 1996 - now
      Senior Vice President - Wealth Management

  • Licenses & Certifications

    • CEPA Certified Exit Planning Advisor

      Exit Planning Institute
      Jun 2020

    • **Registered States** AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

      FINRA

  • Volunteer Experience

    • President - Alumni Board

      Issued by Saint Mary's University of Minnesota on Jun 2010
      Saint Mary's University of MinnesotaAssociated with HENRY JAKOBSZE

    • Board Member

      Issued by Juvenile Diabetes Research Foundation (JDRF) on Jan 2001
      Juvenile Diabetes Research Foundation (JDRF)Associated with HENRY JAKOBSZE